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

17.249
0.19 (1.07%)
NAV as on Apr-16-2014
ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Thematic - Infrastructure category by Crisil. 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 Apr-16-2014)

Period Returns (%) Rank #
1 mth 8.1 24
3 mth 17.6 19
6 mth 28.8 14
1 year 15.3 27
2 year -3.7 30
3 year -9.2 31
5 year 6.5 20

# Moneycontrol Rank within 60 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 10.6 - - - -
2013 -18.6 -7.3 -9.4 20.6 -16.1
2012 21.6 -6.9 4.5 -1.0 20.0
2011 -13.8 -5.1 -12.7 -18.2 -41.0
2010 0.9 -0.6 8.0 -7.4 2.8
2009 -15.3 56.2 14.1 -0.2 78.0

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 8.1 17.6 28.8 15.3 -3.7 -9.2 6.5
Category avg 7.7 15.8 24.2 14.9 1.8 -1.3 3.8
Difference of Fund returns and Category returns 0.4 1.8 4.6 0.4 -5.5 -7.9 2.7
Best of category 12.0 21.0 37.4 26.5 17.4 10.2 17.8
Worst of category 3.8 10.2 13.0 4.6 -8.4 -13.1 -1.2
Benchmark returns # 2.7 22.4 45.3 28.9 9.0 -4.6 9.2
Difference of Fund returns and Benchmark returns 5.4 -4.8 -16.5 -13.6 -12.7 -4.6 -2.7
Sundaram Infrastructure Advantage Fund - Regular Plan (D) 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 Dividend
Launch date Sep 05, 2005
Benchmark S&P BSE CAPITAL GOODS
Asset Size (Rs cr) 230.80 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend Rs.2.50 (Mar-05-2010) 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 5
1,654.34 16.3 28.0 13.2 -8.7 3.9
UTI Infrastructure Fund -Direct (G) Not Ranked
0.77 19.0 23.4 11.3 -- --
UTI Infrastructure Fund (G) Rank 3
1,276.34 18.9 23.2 10.9 -2.9 5.2
ICICI Pru Infrastructure (G) Rank 3
1,216.76 14.6 22.2 17.3 -0.9 8.7
ICICI Pru Infrastructure-Direct (G) Not Ranked
4.25 14.8 22.6 17.9 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Larsen Engineering - 8.51
Va Tech Wabag Engineering - 6.85
Cummins Engineering - 5.25
ICICI Bank Banking/Finance - 4.94
Thermax Engineering - 4.56
KEC Intl Engineering - 4.05
Alstom T&D Engineering - 3.89
Karur Vysya Banking/Finance - 3.85
Honeywell Autom Telecom - 3.84
Infosys Technology - 3.47

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Engineering 55.59 64.16 56.77
Banking/Finance 10.73 9.26 4.08
Telecom 7.72 10.57 7.00
Technology 7.34 4.92 4.89
Cement 5.04 9.48 6.11
Oil & Gas 4.08 6.79 3.15

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 96.01
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.97

View All

Concentration

Holdings (%)
Top 5 30.11
Top 10 49.21
Sector (%)
Top 3 74.04

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