Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Direct Plan Growth

Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Direct Plan Growth of Sundaram Mutual Fund has asset class type as Sector. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

High

Expense Ratio (%)

1.94

Age

NA Years

Fund Manager

S Krishnakumar

AuM (Rs Crores)

588.8606

Asset Class

Sector

Net Asset Value:

31.5051

Rating

3

Exit Load

0.01

Benchmark

S&P BSE 100 TRI

Fund Type

Multi Cap

SEBI Category

Sectoral / Thematic

Turnover Ratio(Monthly)

93.00%

Fund Manager Details:

S Krishnakumar Engineering from REC (now National Institute of Technology), Trichy. He did an MBA from LIBA, Chennai. He has over 18 Years of total experience in which 7 years related to the Equity Markets. He was a Vice President (Research) at Anush Shares & Securities.

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

Top Holdings:

  • Capital Goods-Non Electrical Equipment (16.45)
  • Cement (1.4)
  • Construction (9.9)
  • Consumer Durables (7.92)
  • Infrastructure Developers & Operators (7.3)
  • Banks (6.97)
  • Auto Ancillaries (5.83)
  • Refineries (5.59)
  • Realty (5.49)
  • Capital Goods - Electrical Equipment (4.4)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition