Sundaram Infrastructure Advantage Fund – Dir Growth

Equity · Sectoral / Thematic
 · ★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
1.71 %
Expense Ratio
★★
Rating
880
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 58.2% 29.2% 21.1% 14.9%
Category Average 62% 29.7% 22.8% -

Scheme Allocation

By Holding
By Sector
By Asset
5.99%
Others
67.75%
View all Holdings
Holdings Sector Instrument Asset
Larsen & Toubro Infrastructure Developers & Operators Equity 9.36%
Reliance Industr Refineries Equity 7.39%
Bharti Airtel Telecomm-Service Equity 6.17%
NTPC Power Generation & Distribution Equity 5.99%
UltraTech Cem. Cement Equity 3.34%
Bharat Electron Aerospace & Defence Equity 2.63%
A B B Capital Goods - Electrical Equipment Equity 2.38%
Power Grid Corpn Power Generation & Distribution Equity 2.37%
KSB Capital Goods-Non Electrical Equipment Equity 2.28%
Esab India Capital Goods-Non Electrical Equipment Equity 2.17%
ICICI Bank Banks Equity 2.11%
O N G C Crude Oil & Natural Gas Equity 1.71%
PNC Infratech Infrastructure Developers & Operators Equity 1.64%
Dixon Technolog. Consumer Durables Equity 1.61%
Hind.Aeronautics Aerospace & Defence Equity 1.59%
Tata Power Co. Power Generation & Distribution Equity 1.57%
REC Ltd Finance Equity 1.49%
St Bk of India Banks Equity 1.45%
GAIL (India) Gas Distribution Equity 1.44%
Siemens Capital Goods - Electrical Equipment Equity 1.4%
NCC Construction Equity 1.4%
Container Corpn. Logistics Equity 1.3%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 1.27%
Brigade Enterpr. Realty Equity 1.26%
Cummins India Capital Goods-Non Electrical Equipment Equity 1.26%
Honeywell Auto Electronics Equity 1.22%
Triveni Turbine Capital Goods - Electrical Equipment Equity 1.16%
Kirloskar Oil Capital Goods-Non Electrical Equipment Equity 1.12%
Interglobe Aviat Air Transport Service Equity 1.09%
Apar Inds. Capital Goods - Electrical Equipment Equity 1.05%
APL Apollo Tubes Steel Equity 1.04%
Hitachi Energy Capital Goods - Electrical Equipment Equity 1.03%
KEI Industries Cables Equity 1.02%
Delhivery Logistics Equity 1.01%
TD Power Systems Capital Goods - Electrical Equipment Equity 1.01%
Coal India Mining & Mineral products Equity 0.99%
Sterling & Wils. Engineering Equity 0.98%
J K Cements Cement Equity 0.93%
Adani Ports Marine Port & Services Equity 0.91%
I O C L Refineries Equity 0.91%
Jindal Steel Steel Equity 0.9%
Thermax Capital Goods-Non Electrical Equipment Equity 0.86%
B P C L Refineries Equity 0.86%
B H E L Capital Goods - Electrical Equipment Equity 0.84%
Oberoi Realty Realty Equity 0.84%
Ambuja Cements Cement Equity 0.8%
Schaeffler India Bearings Equity 0.8%
Power Fin.Corpn. Finance Equity 0.8%
Dalmia BharatLtd Cement Equity 0.79%
Birla Corpn. Cement Equity 0.78%
Kesoram Inds. Cement Equity 0.76%
Inox India Packaging Equity 0.73%
SJS Enterprises Plastic products Equity 0.72%
Astral Plastic products Equity 0.7%
Sona BLW Precis. Auto Ancillaries Equity 0.64%
RHI Magnesita Refractories Equity 0.6%
Ashok Leyland Automobile Equity 0.58%
Greenpanel Inds. Plywood Boards/Laminates Equity 0.45%
JSW Infrast Marine Port & Services Equity 0.4%
TVS Supply Logistics Equity 0.36%
Hind.Dorr-Oliver - Equity 0%
Construction
13.1%
Industrial Products
12.31%
Power
10.18%
Petroleum Products
9.52%
Electrical Equipments
8.03%
Others
46.87%
View all Sectors
Sectors Asset
Construction 13.1%
Industrial Products 12.31%
Power 10.18%
Petroleum Products 9.52%
Electrical Equipments 8.03%
Cement & Cement Products 7.85%
Telecom-Services 5.74%
Aerospace & Defense 4.47%
Transport Services 3.84%
Banks 3.54%
Debt 3.12%
Auto Components 2.56%
Finance 2.51%
Realty 2.21%
Consumer Durables 2.03%
Oil 1.71%
Gas 1.56%
Industrial Manufacturing 1.22%
Transport Infrastructure 1.19%
Others 1.04%
Consumable Fuels 1.01%
Ferrous Metals 0.83%
Agricultural, Commercial 0.59%
Cash & Others -0.15%
Equity
96.26%
Reverse Repos
2.48%
Mutual Funds Units
1.77%
Net Curr Ass/Net Receivables
-0.5%
Others
0%

Advance Ratio

3.22
Alpha
4.09
SD
0.85
Beta
1.32
Sharpe

Exit Load

Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

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

Fund Managers

Ashish Aggarwal

Ashish Aggarwal has over 15 years of research experience on both the buy-side and sell-side. He formerly worked at Principal Mutual Fund, IL&FS Investsmart Securities Ltd., Collins Stewart India, Mangai Keshav Securities, Tata Securities, and Antique Stock Broking. He has a PGPM from Infinity Business School and a Bachelor’s degree in Mechanical Engineering from Delhi College of Engineering.

Sundaram Infrastructure Advantage Fund, Sundaram Large & Mid Cap Fund, Sundaram Dividend Yield Fund, Sundaram Rural & Consumption Fund, Sundaram Financial Services Opportunities Fund, Sundaram Arbitrage Fund, Sundaram Global Brand Fund, and Sundaram Nifty 100 Equal Weight Fund are among the funds Ashish currently manages.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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Frequently Asked Questions

How to invest in Sundaram Infrastructure Advantage Fund – Dir Growth ?

You can invest in Sundaram Infrastructure Advantage Fund – Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Infrastructure Advantage Fund – Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Infrastructure Advantage Fund – Dir Growth ?

The NAV of Sundaram Infrastructure Advantage Fund – Dir Growth is ₹88.8 as of 18 April 2024.

How to redeem Sundaram Infrastructure Advantage Fund – Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Infrastructure Advantage Fund – Dir Growth?

The minimum SIP amount of Sundaram Infrastructure Advantage Fund – Dir Growth is ₹100

What are the top sectors Sundaram Infrastructure Advantage Fund – Dir Growth has invested in?

The top sectors Sundaram Infrastructure Advantage Fund – Dir Growth has invested in are
  1. Construction - 13.1%
  2. Industrial Products - 12.31%
  3. Power - 10.18%
  4. Petroleum Products - 9.52%
  5. Electrical Equipments - 8.03%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Infrastructure Advantage Fund – Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Infrastructure Advantage Fund – Dir Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Infrastructure Advantage Fund – Dir Growth generated ?

The Sundaram Infrastructure Advantage Fund – Dir Growth has delivered 14.9% since inception

What is the expense ratio of Sundaram Infrastructure Advantage Fund – Dir Growth ?

The expense ratio of Sundaram Infrastructure Advantage Fund – Dir Growth is 1.71 % as of 18 April 2024.

What is the AUM of Sundaram Infrastructure Advantage Fund – Dir Growth?

The AUM of Sundaram Infrastructure Advantage Fund – Dir Growth is ₹49,195 Cr as of 18 April 2024

What are the top stock holdings of Sundaram Infrastructure Advantage Fund – Dir Growth?

The top stock holdings of Sundaram Infrastructure Advantage Fund – Dir Growth are
  1. Larsen & Toubro - 9.36%
  2. Reliance Industr - 7.39%
  3. Bharti Airtel - 6.17%
  4. NTPC - 5.99%
  5. UltraTech Cem. - 3.34%

How can I redeem my investments in Sundaram Infrastructure Advantage Fund – Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Infrastructure Advantage Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now