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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 29.7% | 33% | 17.6% | 13.1% | ||||
Category Average | 29% | 27.9% | 17.8% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 8.87% |
Bharti Airtel | Telecomm-Service | Equity | 5.43% |
NTPC | Power Generation & Distribution | Equity | 5.35% |
Reliance Industr | Refineries | Equity | 5.32% |
UltraTech Cem. | Cement | Equity | 4.52% |
ICICI Bank | Banks | Equity | 4.02% |
Esab India | Capital Goods-Non Electrical Equipment | Equity | 2.85% |
St Bk of India | Banks | Equity | 2.6% |
KSB | Capital Goods-Non Electrical Equipment | Equity | 2.53% |
Bharat Electron | Electronics | Equity | 2.42% |
A B B | Capital Goods - Electrical Equipment | Equity | 2.23% |
Grindwell Norton | Capital Goods-Non Electrical Equipment | Equity | 2.13% |
Power Grid Corpn | Power Generation & Distribution | Equity | 1.93% |
Polycab India | Cables | Equity | 1.86% |
PNC Infratech | Construction | Equity | 1.85% |
KEI Industries | Cables | Equity | 1.85% |
NCC | Construction | Equity | 1.56% |
Honeywell Auto | Electronics | Equity | 1.54% |
Container Corpn. | Logistics | Equity | 1.5% |
APL Apollo Tubes | Steel | Equity | 1.43% |
Siemens | Capital Goods - Electrical Equipment | Equity | 1.42% |
Dalmia BharatLtd | Cement | Equity | 1.37% |
Ashok Leyland | Automobile | Equity | 1.36% |
KNR Construct. | Construction | Equity | 1.33% |
Dixon Technolog. | Consumer Durables | Equity | 1.33% |
Triveni Turbine | Capital Goods - Electrical Equipment | Equity | 1.2% |
Tata Power Co. | Power Generation & Distribution | Equity | 1.2% |
GAIL (India) | Gas Distribution | Equity | 1.19% |
Interglobe Aviat | Air Transport Service | Equity | 1.16% |
Hind.Aeronautics | Capital Goods-Non Electrical Equipment | Equity | 1.14% |
Schaeffler India | Bearings | Equity | 1.13% |
Sona BLW Precis. | Auto Ancillaries | Equity | 1.08% |
Oberoi Realty | Realty | Equity | 1.07% |
Jindal Steel | Steel | Equity | 1.05% |
MTAR Technologie | Engineering | Equity | 1.03% |
Brigade Enterpr. | Realty | Equity | 1.03% |
TD Power Systems | Capital Goods - Electrical Equipment | Equity | 1.02% |
J K Cements | Cement | Equity | 1.01% |
Cummins India | Capital Goods-Non Electrical Equipment | Equity | 1% |
Maruti Suzuki | Automobile | Equity | 1% |
SJS Enterprises | Auto Ancillaries | Equity | 0.99% |
O N G C | Crude Oil & Natural Gas | Equity | 0.97% |
BEML Ltd | Capital Goods-Non Electrical Equipment | Equity | 0.96% |
Indraprastha Gas | Gas Distribution | Equity | 0.91% |
Timken India | Bearings | Equity | 0.91% |
Astral | Plastic products | Equity | 0.85% |
B P C L | Refineries | Equity | 0.81% |
B H E L | Capital Goods - Electrical Equipment | Equity | 0.8% |
Birla Corpn. | Cement | Equity | 0.8% |
REC Ltd | Finance | Equity | 0.75% |
Greenpanel Inds. | Miscellaneous | Equity | 0.66% |
TVS Supply | Logistics | Equity | 0.57% |
Jio Financial | Finance | Equity | 0.52% |
G R Infraproject | Infrastructure Developers & Operators | Equity | 0.51% |
Mahindra Logis. | Logistics | Equity | 0.45% |
Hind.Dorr-Oliver | Engineering | Equity | 0% |
Sectors | Asset |
---|---|
Industrial Products | 15.37% |
Construction | 14.29% |
Power | 8.6% |
Banks | 7.74% |
Cement & Cement Products | 7.58% |
Electrical Equipments | 6.95% |
Petroleum Products | 6.56% |
Telecom-Services | 5.67% |
Aerospace & Defense | 4.6% |
Transport Services | 3.22% |
Debt | 3.19% |
Agricultural, Commercial | 2.41% |
Industrial Manufacturing | 2.36% |
Auto Components | 2.2% |
Realty | 2.11% |
Gas | 2.01% |
Consumer Durables | 1.57% |
Ferrous Metals | 1.03% |
Oil | 0.99% |
Automobiles | 0.99% |
Finance | 0.58% |
Cash & Others | -0.01% |
Advance Ratio
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. |
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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
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
ICICI Pru Infrastructure Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 2,986
-
41.9%Fund Size - 2,986
-
46.7%Fund Size - 2,986
-
22.3%Fund Size - 2,986
-
Franklin Build India Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 1,506
-
42.7%Fund Size - 1,506
-
42.9%Fund Size - 1,506
-
20.7%Fund Size - 1,506
-
LIC MF Infrastructure Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 116
-
30.4%Fund Size - 116
-
36.1%Fund Size - 116
-
19.8%Fund Size - 116
-
Franklin India Opportunities Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 1,177
-
35.9%Fund Size - 1,177
-
30.2%Fund Size - 1,177
-
18.4%Fund Size - 1,177
-
ICICI Pru Banking & Financial Services – Dir Growth- Equity .
- Sectoral / Thematic .
-
- 6,740
-
21.1%Fund Size - 6,740
-
27.5%Fund Size - 6,740
-
13.9%Fund Size - 6,740
AMC Contact Details
Frequently Asked Questions
How to invest in Sundaram Infrastructure Advantage Fund – Dir Growth ?
- 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 ?
How to redeem Sundaram Infrastructure Advantage Fund – Dir Growth holding ?
What is the minimum sip amount of Sundaram Infrastructure Advantage Fund – Dir Growth?
What are the top sectors Sundaram Infrastructure Advantage Fund – Dir Growth has invested in?
- Industrial Products - 15.37%
- Construction - 14.29%
- Power - 8.6%
- Banks - 7.74%
- Cement & Cement Products - 7.58%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Infrastructure Advantage Fund – Dir Growth?
How much returns have Sundaram Infrastructure Advantage Fund – Dir Growth generated ?
What is the expense ratio of Sundaram Infrastructure Advantage Fund – Dir Growth ?
What is the AUM of Sundaram Infrastructure Advantage Fund – Dir Growth?
What are the top stock holdings of Sundaram Infrastructure Advantage Fund – Dir Growth?
- Larsen & Toubro - 8.87%
- Bharti Airtel - 5.43%
- NTPC - 5.35%
- Reliance Industr - 5.32%
- UltraTech Cem. - 4.52%
How can I redeem my investments in Sundaram Infrastructure Advantage Fund – Dir Growth?
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.