• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Infrastructure Advantage Fund (Growth)

Formerly Sundaram CAPEX Opportunities Gr

Sundaram Mutual Fund

Sundaram Infrastructure Advantage Fund (Growth)

EquitySectoral / Thematic - Infra

83.954

NAV (Apr 19)

20.7%
5 Year CAGR
Scripbox Opinion
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

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

83.954

NAV (Apr 19)

Fund Returns

Last 1Y
58.3%
Last 3Y
29.4%
Last 5Y
20.7%
Last 10Y
16.9%
Since Inception
12.2%
6 Month CAGR
27.9%

Scheme Information

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

Expense Ratio
2.39
Launched (19y ago)
Sep 29, 2005
AUM in Crores
864.808
ISIN
INF903J01F68
Lock-in
No Lock-in
Benchmark
Nifty Infrastructure TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.2
Standard Deviation (5yr)
22.7
Beta (3yr)
0.86
Beta (5yr)
1.05
Sharpe Ratio (3yr)
1.392
Sharpe Ratio (5yr)
0.712
YTM
0
Fund Managers

Ratish Varier

Fund Manager

Ashish Aggarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Infrastructure Advantage Fund (Growth)70%12,40,145 5,07,53320.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-19

Top Stock Holdings

larsen & toubro ltd

8.8%
8.8%

reliance industries ltd

7.6%
7.6%

ntpc ltd

6.2%
6.2%

bharti airtel ltd

5.7%
5.7%

ultratech cement ltd

4.3%
4.3%
See all holdings

Allocation by Sector

industrials

41.6%
41.6%

energy

12.2%
12.2%

utilities

11.7%
11.7%

basic materials

10.3%
10.3%

financial services

6.1%
6.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 21,475 cr

₹ 17,313 cr

₹ 14,075 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.9%

8.7%

23.5%

20.5%

5.1%

4.8%

22.6%

12.9%

20.4%

%

Sundaram Infrastructure Advantage Fund (G) Review

Sundaram Infrastructure Advantage Fund (G) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 12.2% over a period of 18 years. The fund was previously known as Sundaram CAPEX Opportunities Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Ratish Varier.

Nav of Sundaram Infrastructure Advantage Fund (G) as of 4/19/2024 is ₹83.95 with the total AUM as of 4/22/2024 is ₹864.808. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Infrastructure Advantage Fund (G) was launched on Sep 29, 2005. The category risk of the fund is Very High Risk.

The minimum SIP amount for Sundaram Infrastructure Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Sundaram Infrastructure Advantage Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Infrastructure TR INR.

Sundaram Infrastructure Advantage Fund (G) is rated as a 2 fund in Equity and delivered 58.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Infrastructure Advantage Fund (G).

Frequently Asked Questions

What is Sundaram Infrastructure Advantage Fund (G)?

Sundaram Infrastructure Advantage Fund (G) is a Sectoral / Thematic - Infra Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Infrastructure Advantage Fund (G)?

You can invest in Sundaram Infrastructure Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Infrastructure Advantage Fund (G)?

The minimum sip amount for Sundaram Infrastructure Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Infrastructure Advantage Fund (G) good to invest in?

As per Scripbox experts, Sundaram Infrastructure Advantage Fund (G) is a Neutral fund. You can investSundaram Infrastructure Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Infrastructure Advantage Fund (G)?

The expense ratio of the Sundaram Infrastructure Advantage Fund (G) is 2.39% for regular plan.