Mutual Fund Research

Sundaram Infra Advantage Fund(G)

As on Dec-06-2021 change fund
50.11  up-0.73 (-1.44%)

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 year2016-20172017-20182018-20192019-20202020-2021
NAV in Rs (as on 31-Mar-2021)29.9534.5232.6621.4740.11
Net Assets(Rs Crores) (as on 31-Mar-2021) 614.03 735.50 608.12 342.24 551.32
Scheme Returns(%)(Absolute)29.4114.00-6.65-34.8189.56
B'mark Returns(%)(Absolute)23.0611.3712.73-25.8880.16
Category Rank29/5615/6261/7361/7514/75
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
Larsen & Toubro Ltd.9.60 
Reliance Industries Ltd.8.76 
ICICI Bank Ltd.6.19 
The Ramco Cements Ltd.5.98 
Bharti Airtel Ltd.5.85 
Grindwell Norton Ltd.5.79 
Ultratech Cement Ltd.5.66 
Polycab India Ltd.4.14 
Tata Power Company Ltd.3.82 
Bharat Petroleum Corporation L...3.80 


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?

Ratish Varier,S. Bharath

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Cement & Construction Materials15.28
Engineering - Construction11.19
Bank - Private6.19
Telecommunication - Service Provider5.85
Engineering - Industrial Equipments4.93
Power Generation/Distribution3.82
Construction - Real Estate3.78

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-2005646.2053.6219.5014.6111.3310.46
Quant Infrastructure Fund(G)Large-Growth 26-Aug-2007147.2192.1237.4125.3014.975.19
BOI AXA Mfg & Infra Fund-Reg(G)Large-Growth 05-Mar-201065.0050.1925.2318.0013.289.16
Invesco India Infrastructure Fund(G)Large-Growth 24-Oct-2007333.6957.6225.0818.4015.998.32
SBI Infrastructure Fund-Reg(G)Large-Growth 06-Jul-2007743.7847.9422.3414.4912.016.41
Tata Infrastructure Fund-Reg(G)Large-Growth 31-Dec-2004757.7454.6520.6914.6312.9413.77
Kotak Infra & Eco Reform Fund(G)Large-Growth 25-Feb-2008462.3358.3220.3513.8514.238.76
Canara Rob Infrastructure Fund-Reg(G)Large-Growth 02-Dec-2005171.4557.1120.1513.7113.5413.19
Franklin Build India Fund(G)Large-Growth 04-Sep-20091,132.0750.5119.2815.3619.7216.32
LIC MF Infra Fund-Reg(G)Large-Growth 24-Mar-200879.2945.7719.0214.1611.245.85
IDFC Infrastructure Fund-Reg(G)Large-Growth 08-Mar-2011663.0671.0218.6514.7010.698.59
ICICI Pru Infrastructure Fund(G)Large-Growth 31-Aug-20051,446.9554.0118.5513.7712.1813.40
Aditya Birla SL Infrastructure Fund(G)Large-Growth 17-Mar-2006557.4149.7917.1412.7813.5310.41
Taurus Infrastructure Fund-Reg(G)Large-Growth 05-Mar-20075.2738.6216.7414.8713.179.32
UTI Infrastructure Fund-Reg(G)Large-Growth 19-Apr-20041,511.6545.7316.0012.8211.4412.85
L&T Infrastructure Fund-Reg(G)Large-Growth 27-Sep-20071,356.2856.3515.0614.2715.016.17
HSBC Infra Equity Fund(G)Large-Growth 23-Feb-2006110.0261.3514.717.7610.276.02
HDFC Infrastructure Fund(G)Large-Growth 10-Mar-2008604.0750.579.994.467.975.15
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