Mutual Fund Research

Sundaram Infra Advantage Fund(G)

As on Jun-14-2024 change fund
95.81  up0.96 (1.01%)

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.7.72 
Reliance Industries Ltd.6.28 
Bharti Airtel Ltd.6.08 
NTPC Ltd.5.65 
Bharat Electronics Ltd.3.41 
Ultratech Cement Ltd.2.78 
Power Grid Corporation Of Indi...2.65 
ABB India Ltd.2.58 
KSB Ltd.2.09 
Hindustan Aeronautics Ltd.2.09 


Sector Funds

Launch Date


Scheme Benchmark


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 - Construction12.11
Power Generation/Distribution9.83
Telecommunication - Service Provider8.53
Engineering - Industrial Equipments8.50
Electric Equipment8.27
Cement & Construction Materials5.68
Consumer Durables - Electronics2.75
Finance Term Lending2.48
Construction - Real Estate2.44

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-2005998.3763.5029.2323.3116.2712.83
ICICI Pru Infrastructure Fund(G)Large-Growth 31-Aug-20055,034.1468.9939.0028.8917.6316.90
DSP India T.I.G.E.R Fund-Reg(G)Large-Growth 11-Jun-20044,385.9580.1738.2028.4318.6919.06
HDFC Infrastructure Fund(G)Large-Growth 10-Mar-20082,054.8079.2237.3222.7812.7210.05
Canara Rob Infrastructure Fund-Reg(G)Large-Growth 02-Dec-2005694.3574.6237.2728.5017.9816.18
LIC MF Infra Fund-Reg(G)Large-Growth 24-Mar-2008333.2384.2437.0326.8216.1610.22
HSBC Infrastructure Fund-Reg(G)(Adjusted)Large-Growth 27-Sep-20072,620.5571.7336.8826.3618.2910.29
Invesco India Infrastructure Fund(G)Large-Growth 24-Oct-20071,239.6882.4736.4130.9719.7912.10
Tata Infrastructure Fund-Reg(G)Large-Growth 31-Dec-20042,245.0671.0136.2927.7118.6416.56
Quant Infrastructure Fund(G)Large-Growth 26-Aug-20073,564.6179.8936.2237.0320.509.03
Kotak Infra & Eco Reform Fund(G)Large-Growth 25-Feb-20081,989.5363.1936.1427.2318.9012.60
Bandhan Infrastructure Fund-Reg(G)Large-Growth 08-Mar-20111,342.9584.5135.7027.8118.0713.42
Franklin Build India Fund(G)Large-Growth 04-Sep-20092,530.2679.1635.6926.9021.6719.68
SBI Infrastructure Fund-Reg(G)Large-Growth 06-Jul-20073,087.5565.8633.4026.7317.9610.18
Aditya Birla SL Infrastructure Fund(G)Large-Growth 17-Mar-20061,146.3262.4930.8224.2915.9413.32
Bank of India Mfg & Infra Fund-Reg(G)Large-Growth 05-Mar-2010338.6964.0930.5828.8017.9112.79
UTI Infrastructure Fund-Reg(G)Large-Growth 19-Apr-20042,287.6760.1228.0321.5914.4214.74
Taurus Infrastructure Fund-Reg(G)Large-Growth 05-Mar-20079.2063.3725.1323.1115.9211.93
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