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Sundaram Infrastructure Advantage Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
35.852 0.08 (0.21%)

NAV as on 18 Apr, 2018

CRISIL MF RANK

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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Thematic - Infrastructure category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close Sundaram Capex Opportunities Fund has been rename as Sundaram Infrastructure Advantage Fund w.e.f. April 07, 2014.
Benchmark Index:
 
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Returns (NAV as on 18 Apr, 2018)

Period Returns (%) Rank #
1 mth 2.5 36
3 mth -7.5 48
6 mth 4.3 20
1 year 16.1 15
2 year 22.7 31
3 year 11.4 30
5 year 19.0 27

# Moneycontrol Rank within 56 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 17.1 4.4 4.2 17.5 53.9
2016 -9.8 9.4 4.9 -7.5 -1.0
2015 4.6 -2.1 -4.7 4.0 4.5
2014 10.4 27.7 0.8 10.8 56.7
2013 -18.6 -7.5 -9.2 20.2 -16.2

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Thematic - Infrastructure)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.5 -7.5 4.3 16.1 22.7 11.4 19.0
Category avg 2.8 -5.5 3.1 14.8 23.0 11.4 18.8
Difference of Fund returns and Category returns -0.3 -2.0 1.2 1.3 -0.3 0.0 0.2
Best of category 4.7 0.2 18.3 36.0 34.9 22.9 27.1
Worst of category -0.4 -13.3 -5.3 6.3 14.5 3.6 13.5
Benchmark returns # 5.5 -4.1 10.7 12.1 19.9 4.4 14.7
Difference of Fund returns and Benchmark returns -3.0 -3.4 -6.4 4.0 2.8 7.0 4.3
Sundaram Infrastructure Advantage Fund - Regular Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE CAPITAL GOODS

Investment Info

Investment Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of companies in the capital goods sector.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 05, 2005
Benchmark S&P BSE CAPITAL GOODS
Asset Size (Rs cr) 728.15 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Madanagopal Ramu / S. Krishnakumar
View performance of schemes managed by the Fund Manager
Notes Sundaram Capex Opportunities Fund has been rename as Sundaram Infrastructure Advantage Fund w.e.f. April 07, 2014.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Thematic - Infrastructure Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Diver. Power - RP (G) Rank 3
1,938.18 -7.7 4.4 15.6 14.5 18.5
L&T Infrastructure (G) Rank 1
1,534.34 -7.4 2.5 21.2 16.7 24.8
L&T Infrastructure -Direct (G) Rank 1
311.77 -7.2 3.0 22.2 17.7 25.7
UTI Infrastructure Fund (G) Rank 5
1,644.65 -6.1 2.9 8.5 7.9 14.9
ICICI Pru Infrastructure (G) Rank 4
1,560.91 -7.6 3.9 10.6 7.1 16.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 18)

Equity Sector Value
(Rs cr)
Asset %
Honeywell Autom Telecom 33.68 4.39
Larsen Engineering 33.04 4.31
Ramco Cements Cement 29.93 3.90
Kalpataru Power Engineering 28.32 3.70
ISGEC Heavy Eng Food & Beverage 24.67 3.22
NCC Cement 24.31 3.17
Kansai Nerolac Chemicals 20.43 2.67
Praj Industries Engineering 18.90 2.47
Gujarat Pipavav Services 18.89 2.46
HDFC Bank Banking/Finance 18.72 2.44

Full Portfolio

Sector Allocation (Feb 28, 18)

Sector %

1-Year

HighLow

Engineering 27.41 0.00 0.00
Cement 24.23 0.00 0.00
Telecom 7.78 0.00 0.00
Metals & Mining 4.95 0.00 0.00
Retail & Real Estate 4.95 0.00 0.00
Services 4.39 0.00 0.00

View All Sectors

Asset Allocation (%)(Feb 28, 18)

Equity 93.10
Others 0.41
Debt 0.00
Mutual Funds N.A
Money Market 6.00
Cash / Call 0.48

View All

Concentration

Holdings (%)
Top 5 19.52
Top 10 32.73
Sector (%)
Top 3 59.42

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