Mutual Fund Research

Sundaram Infra Advantage Fund(G)

As on Apr-12-2024 change fund
84.37  up-0.43 (-0.51%)

fund 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.


Investors understand that their principal will be at very high risk

5-Years History
financial year2019-20202020-20212021-20222022-20232023-2024
NAV in Rs (as on 31-Mar-2024)21.4740.1149.8852.3581.73
Net Assets(Rs Crores) (as on 31-Mar-2024) 342.24 551.32 612.28 600.46 880.34
Scheme Returns(%)(Absolute)-34.8189.5623.293.3355.46
B'mark Returns(%)(Absolute)NANANANANA
Category Rank61/7514/7521/7543/7622/90
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
Larsen & Toubro Ltd.9.36 
Reliance Industries Ltd.7.39 
Bharti Airtel Ltd.6.17 
NTPC Ltd.5.99 
Ultratech Cement Ltd.3.34 
Bharat Electronics Ltd.2.63 
ABB India Ltd.2.38 
Power Grid Corporation Of Indi...2.37 
KSB Ltd.2.28 
Esab India Ltd.2.17 


Sector Funds

Launch Date


Scheme Benchmark

S&P BSE 100 - TRI

AUM ( in Cr.)


portfolio price to book value


investing style?

Large Growth

fund manager?

Ashish Agarwal,Ratish Varier

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Engineering - Construction13.37
Power Generation/Distribution9.93
Engineering - Industrial Equipments7.35
Electric Equipment6.88
Cement & Construction Materials6.62
Telecommunication - Service Provider6.17
Consumer Durables - Electronics2.84
Finance Term Lending2.28
Compressors / Pumps2.28

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Infra Advantage Fund(G)Large-Growth 29-Sep-2005880.3458.5029.8020.7717.0212.18
ICICI Pru Infrastructure Fund(G)Large-Growth 31-Aug-20055,186.4665.6142.9626.8019.2216.44
Quant Infrastructure Fund(G)Large-Growth 26-Aug-20072,498.1980.0342.0235.1122.898.71
HDFC Infrastructure Fund(G)Large-Growth 10-Mar-20081,663.3781.7041.8820.1314.459.47
Franklin Build India Fund(G)Large-Growth 04-Sep-20092,191.1173.3537.8824.0322.5918.84
DSP India T.I.G.E.R Fund-Reg(G)Large-Growth 11-Jun-20043,363.5869.8337.1824.8219.4518.23
Invesco India Infrastructure Fund(G)Large-Growth 24-Oct-2007960.6772.9436.3627.4320.9111.15
SBI Infrastructure Fund-Reg(G)Large-Growth 06-Jul-20072,432.2266.5035.6725.2019.279.60
Tata Infrastructure Fund-Reg(G)Large-Growth 31-Dec-20041,885.4567.9535.5425.4519.3815.90
Kotak Infra & Eco Reform Fund(G)Large-Growth 25-Feb-20081,608.2653.1635.0224.3119.9411.68
HSBC Infrastructure Fund-Reg(G)(Adjusted)Large-Growth 27-Sep-20072,213.0957.6634.1321.6218.989.12
Canara Rob Infrastructure Fund-Reg(G)Large-Growth 02-Dec-2005531.7957.3133.9023.9618.5715.06
Bandhan Infrastructure Fund-Reg(G)Large-Growth 08-Mar-20111,043.2078.6133.4324.6418.2912.25
LIC MF Infra Fund-Reg(G)Large-Growth 24-Mar-2008225.4065.5433.0922.4215.768.89
Bank of India Mfg & Infra Fund-Reg(G)Large-Growth 05-Mar-2010255.8360.0231.8425.5518.9611.97
Aditya Birla SL Infrastructure Fund(G)Large-Growth 17-Mar-2006985.7559.6531.3321.7117.2612.67
Taurus Infrastructure Fund-Reg(G)Large-Growth 05-Mar-20078.2461.2026.0820.4817.4311.37
UTI Infrastructure Fund-Reg(G)Large-Growth 19-Apr-20042,085.0955.9525.3819.6915.5514.24
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