no icon
no icon
amc icon

Sundaram Infrastructure Advantage Fund Direct Growth

Equity | Thematic - Infrastructure

(NAV as of 16/04/2024)
88.90 (0.22)

3Y Returns

29.99%

Min SIP

100

Min Lumpsum

100

Expense Ratio

1.9%

Fund Size

828 Cr

Inception Date

02-Jan-13

Fund Manager

Ashish Agarwal

Exit Load

Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

97.23%

Debt & Others

2.77%

Market Cap Allocation

Large Cap

60.08%

Mid Cap

17.66%

Small Cap

19.49%

Other Cap

2.77%

Sector Allocation

Construction

13.65%

Industrial Products

13.53%

Power

10.34%

Petroleum Products

9.26%

Cement

8.04%

Top Ten Holdings

Larsen & Toubro Ltd

9.00%

Reliance Industries Ltd

7.35%

NTPC Ltd

6.42%

Bharti Airtel Ltd

6.28%

Ultratech Cement Ltd

4.81%

Investment Objective

To Generate Long-Term Returns By Investing Predominantly In Equity / Equity-Related Instruments Of Companies Engaged Either Directly Or Indirectly In Infrastructure - And Infrastructure Related Activities Or Expected To Benefit From The Growth And Development Of Infrastructure.

Fund House Detail

AMC Name

Sundaram Asset Management Company Limited

Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.

Similar Funds
amc icon

Sundaram Infrastructure Advantage Fund Direct Growth

1Y

58.87%

3Y

29.99%

5Y

21.22%

amc icon

Icici Prudential Infrastructure Fund - Direct Plan - Growth

1Y

66.03%

3Y

42.95%

5Y

27.43%

amc icon

Quant Infrastructure Fund Direct Plan - Growth

1Y

82.15%

3Y

42.84%

5Y

36.68%

amc icon

Hdfc Infrastructure Fund - Direct Plan - Growth Option

1Y

81.78%

3Y

42.08%

5Y

20.87%

amc icon

Nippon India Power And Infra Fund Direct Plan Growth Plan - Growth Option Growth

1Y

78.08%

3Y

40.05%

5Y

26.76%

amc icon

Franklin Build India Fund - Direct Growth

1Y

74.91%

3Y

39.04%

5Y

24.9%

amc icon

Dsp India T.I.G.E.R. Fund - Direct Plan - Growth

1Y

71.94%

3Y

38.47%

5Y

25.8%

amc icon

Invesco India Infrastructure Fund - Direct Plan Growth

1Y

75.05%

3Y

38.07%

5Y

28.75%

amc icon

Bandhan Infrastructure Fund-Growth-(Direct Plan)

1Y

79.62%

3Y

37.66%

5Y

25.73%

amc icon

Kotak Infrastructure And Economic Reform Fund - Direct Plan - Growth

1Y

56.54%

3Y

37.23%

5Y

25.72%

amc icon

Sbi Infrastructure Fund - Direct Plan - Growth

1Y

66.21%

3Y

36.01%

5Y

25.45%

amc icon

Tata Infrastructure Fund Direct Plan Growth

1Y

69.39%

3Y

35.95%

5Y

26.07%

amc icon

Canara Robeco Infrastructuredirect Growthgrowth

1Y

59.67%

3Y

34.78%

5Y

25.1%

amc icon

Lic Mf Infrastructure Fund-Direct - Growth Plan-Growth

1Y

68.53%

3Y

34.59%

5Y

23.52%

amc icon

Bank Of India Manufacturing And Infrastructure Funddirect Growth

1Y

62.85%

3Y

33.32%

5Y

27.12%

amc icon

Aditya Birla Sun Life Infrastructure Fund -Plan - Growth-Direct Plan

1Y

59.52%

3Y

31.96%

5Y

22.52%

amc icon

Hdfc Housing Opportunities Fund - Direct Plan - Growth Option

1Y

54.95%

3Y

28.74%

5Y

18%

amc icon

Uti Infrastructure Fund-Direct Growth Plan-Growth

1Y

54.32%

3Y

27.31%

5Y

19.39%

amc icon

Taurus Infrastructure Fund - Direct Plan Growth

1Y

58.66%

3Y

25.96%

5Y

20.61%

amc icon

Hsbc Infrastructure Equity Fund Growth Direct Plan

1Y

NA

3Y

13.91%

5Y

10.46%

amc icon

Hsbc Infrastructure Fund Direct Plan - Growth

1Y

NA

3Y

13.8%

5Y

10.56%

amc icon

Icici Prudential Housing Opportunities Fund - Direct Plan - Growth

1Y

38.45%

3Y

NA

5Y

NA

amc icon

Tata Housing Opportunities Fund - Direct Plan Growth

1Y

39.93%

3Y

NA

5Y

NA

amc icon

Uti S&P Bse Housing Index Fund - Direct Plan - Growth

1Y

NA

3Y

NA

5Y

NA

amc icon

Kotak S&P Bse Housing Index Fund -Direct Plan-Growth

1Y

NA

3Y

NA

5Y

NA

BUILD WEALTH WITH CONFIDENCE

no iconno iconno iconno icon
no icon

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
get on play storeget on app store

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.