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Sundaram Infrastructure Advantage Fund - Regular Plan (G) SET SMS ALERT

22.312
0.26 (1.17%)
NAV as on Oct-22-2014
NAV as on Oct-22-2014
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 Oct-22-2014)

Period Returns (%) Rank #
1 mth 0.1 15
3 mth 2.1 22
6 mth 25.4 38
1 year 61.4 22
2 year 10.0 27
3 year 6.5 26
5 year -0.8 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 0.1 2.1 25.4 61.4 10.0 6.5 -0.8
Category avg -0.5 1.4 27.3 57.7 8.3 6.2 1.9
Difference of Fund returns and Category returns 0.6 0.7 -1.9 3.7 1.7 0.3 -2.7
Best of category 1.6 14.7 46.7 90.5 38.6 31.2 18.2
Worst of category -2.7 -6.1 15.1 34.3 9.9 5.0 -3.4
Benchmark returns # 3.1 -3.9 18.6 69.5 15.7 13.4 2.4
Difference of Fund returns and Benchmark returns -3.0 6.0 6.8 -8.1 -5.7 -6.9 -3.2
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 - RP (G) Rank 4
2,270.75 -6.1 25.0 58.4 8.1 -1.5
ICICI Pru Infrastructure (G) Rank 3
1,724.67 1.1 27.1 55.6 14.6 6.6
HDFC Infrastructure Fund (G) Rank 3
1,530.33 2.3 32.8 81.8 15.5 7.0
UTI Infrastructure Fund (G) Rank 3
1,605.22 0.8 23.4 52.6 12.9 2.5
DSP-BR India TIGER - RP (G) Rank 2
1,362.22 0.0 26.6 56.1 15.7 7.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 14)

Equity Sector Value
(Rs cr)
Asset %
BPCL Oil & Gas 44.52 5.77
ICICI Bank Banking/Finance 42.30 5.48
Larsen Engineering 40.66 5.27
HDFC Bank Banking/Finance 37.43 4.85
IGL Oil & Gas 34.03 4.41
Va Tech Wabag Engineering 31.66 4.10
Cummins Engineering 26.54 3.44
Honeywell Autom Telecom 25.05 3.24
CESC Utilities 22.82 2.95
SBI Banking/Finance 22.80 2.95

Full Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

Engineering 27.38 55.58 26.63
Banking/Finance 26.82 28.50 9.11
Oil & Gas 16.39 20.86 0.68
Cement 7.91 7.91 3.71
Metals & Mining 4.01 5.30 1.35
Telecom 3.80 9.88 3.50

View All Sectors

Asset Allocation (%)(Sep 30, 14)

Equity 98.18
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.82

View All

Concentration

Holdings (%)
Top 5 25.77
Top 10 42.45
Sector (%)
Top 3 70.59

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