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Sundaram Infrastructure Advantage Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
23.693 0.18 (0.77%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Thematic - Infrastructure
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Thematic - Infrastructure category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Sundaram Capex Opportunities Fund has been rename as Sundaram Infrastructure Advantage Fund w.e.f. April 07, 2014.
Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -1.8 23
3 mth 4.5 17
6 mth 12.6 19
1 year 58.5 27
2 year 13.6 42
3 year 16.2 22
5 year 0.6 22

# Moneycontrol Rank within 58 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 10.4 27.7 0.8 - -
2013 -18.6 -7.5 -9.2 20.2 -16.2
2012 21.2 -6.8 4.5 -1.1 19.6
2011 -13.3 -5.1 -12.2 -17.8 -40.1
2010 1.1 -0.4 8.0 -6.8 3.6
2009 -15.4 77.5 14.2 -0.2 87.1

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Thematic - Infrastructure)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.8 4.5 12.6 58.5 13.6 16.2 0.6
Category avg -2.1 2.4 9.5 56.2 17.8 10.4 2.5
Difference of Fund returns and Category returns 0.3 2.1 3.1 2.3 -4.2 5.8 -1.9
Best of category 3.1 11.8 36.6 92.8 43.0 42.0 19.9
Worst of category -8.2 -6.0 -7.4 22.8 8.1 11.3 -2.8
Benchmark returns # -4.6 2.0 -2.2 54.0 18.3 23.7 2.7
Difference of Fund returns and Benchmark returns 2.8 2.5 14.8 4.5 -4.7 -7.5 -2.1
Sundaram Infrastructure Advantage Fund - Regular Plan (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: S&P BSE CAPITAL GOODS

Investment Info

Investment Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of companies in the capital goods sector.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 05, 2005
Benchmark S&P BSE CAPITAL GOODS
Asset Size (Rs cr) 772.15 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager S Bharath / S. Krishnakumar
View performance of schemes managed by the Fund Manager
Notes Sundaram Capex Opportunities Fund has been rename as Sundaram Infrastructure Advantage Fund w.e.f. April 07, 2014.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Thematic - Infrastructure Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Diver. Power -Direct (G) Not Ranked
29.42 -1.1 -0.3 50.8 -- --
Reliance Diver. Power - RP (G) Rank 5
2,270.75 -1.2 -0.6 49.9 17.6 -0.4
HDFC Infrastructure - Direct (G) Not Ranked
123.94 1.8 12.7 75.7 -- --
HDFC Infrastructure Fund (G) Rank 3
1,530.33 1.5 12.1 74.2 26.2 8.6
ICICI Pru Infrastructure (G) Rank 3
1,724.67 2.2 8.1 54.6 22.7 7.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 99.04
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.29
Cash / Call 0.66

View All

Sector (%)
Top 3 N.A.

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