Sundaram Mutual Fund

Sundaram Infrastructure Advantage Fund Direct Plan Growth

₹ 86.64

NAV (Apr 09)

29.865%
5 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
Click here for top ranked funds in sectoral / thematic - infra mutual funds.

Sectoral / Thematic - Infra funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.

This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

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Scheme Information

Investment Objective

The scheme aims to generate consistent long-term returns by investing predominantly in equity or equity related instruments of companies in the capital goods sector.

Expense Ratio
1.79 %
Launched
-
AUM in Crores
803.9
ISIN
INF903J01F92
Lock-in (days)
No Lock-in
Benchmark
NIFTY Infrastructure Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
16
Beta
0.5
Sharpe Ratio
0.7
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Larsen & Toubro Ltd.

7.33%
7.327%

NTPC Ltd.

6.12%
6.119%

Bharti Airtel Ltd.

6.08%
6.078%

Reliance Industries Ltd.

5.81%
5.811%

Others

5.03%
5.034%
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Allocation by Sector

Energy

22.79%
22.792712%

Capital Goods

21.42%
21.42326%

Construction

13.48%
13.475616%

Communication

11.15%
11.150926%

Materials

6.36%
6.357995%
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Frequently Asked Questions

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