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Sundaram Infrastructure Advantage Fund Regular Plan - Growth

  • Equity
  • Infrastructure
  • Very High
  • Current NAV

    ₹85.17 0.0777%

    23-04-2024
  • Annual Returns

    60.4%

  • Min. SIP ₹100

    Min. Investment ₹100

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  • Equity 95.97%
  • Others 2.97%

Market Cap

Allocation
Large Cap 60
Small Cap 19.2
Mid Cap 16.77

Sector Allocation

Capital Goods

Energy

Construction

Materials

Financial

Communication

Services

Metals & Mining

Automobile

Diversified

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
23-Apr-2024
Holdings PE Ratio
23-Apr-2024
1Y Return
Larsen & Toubro Ltd. Large Cap Construction (47.19) 8.8% 40.14 63.07%
Reliance Industries Ltd. Large Cap Energy (40.15) 7.57% 28.23 24.29%
NTPC Ltd. Large Cap Energy (26.55) 6.21% 17.26 104.78%
Bharti Airtel Ltd. Large Cap Communication (73.8) 5.74% 92.59 76.31%
Ultratech Cement Ltd. Large Cap Materials (55.96) 4.35% 44.61 34.3%
Bharat Electronics Ltd. Large Cap Capital Goods (52.55) 2.98% 48.01 127.9%
Power Grid Corporation Of India Ltd. Large Cap Energy (26.94) 2.46% 16.83 63.95%
KSB Ltd. Small Cap Capital Goods (62.14) 2.2% 78.19 115.45%
Esab India Ltd. Small Cap Capital Goods (46.17) 2.14% 0 47.91%
ABB India Ltd. Large Cap Capital Goods (109.11) 2.08% 0 99.84%
ICICI Bank Ltd. Large Cap Financial (24.8) 2.07% 18.03 23.2%
Oil & Natural Gas Corporation Ltd. Large Cap Energy (9.19) 1.71% 8.46 73.3%
PNC Infratech Ltd. Small Cap Construction (32.89) 1.63% -22.68 -43.81%
REC Ltd. Large Cap Financial (16.32) 1.58% 8.72 257%
GAIL (India) Ltd. Large Cap Energy (23.83) 1.56% 16.27 84.52%
NCC Ltd. Small Cap Construction (47.19) 1.51% 23.34 116.73%
Hindustan Aeronautics Ltd. Large Cap Capital Goods (52.55) 1.5% 41.41 36.74%
Tata Power Company Ltd. Large Cap Energy (26.55) 1.5% 38.33 119.39%
State Bank of India Large Cap Financial (16.11) 1.47% 10.64 42.51%
Container Corporation Of India Ltd. Mid Cap Services (33.63) 1.47% 47.18 55.74%
Dixon Technologies (India) Ltd. Mid Cap Capital Goods (129.82) 1.47% 131.21 164.59%
Brigade Enterprises Ltd. Small Cap Construction (117.78) 1.44% 73.49 104.18%
Grindwell Norton Ltd. Mid Cap Metals & Mining (68.75) 1.42% 58.59 11.17%
Siemens Ltd. Large Cap Capital Goods (104.36) 1.24% 101.32 75.43%
Honeywell Automation India Ltd. Mid Cap Capital Goods (104.36) 1.22% 0 25.16%
Kirloskar Oil Engines Ltd. Small Cap Capital Goods (64.42) 1.21% 36.45 136.36%
Cummins India Ltd. Mid Cap Capital Goods (64.42) 1.17% 57.19 104.45%
Sterling and Wilson Renewable Energy Ltd. Small Cap Capital Goods (57.88) 1.15% -23.36 112.97%
Triveni Turbine Ltd. Small Cap Construction (57.94) 1.09% 67.72 54.03%
APL Apollo Tubes Ltd. Mid Cap Metals & Mining (39.66) 1.09% 57.11 27.7%
Bharat Petroleum Corporation Ltd. Large Cap Energy (40.15) 1.05% 4.45 71.41%
JK Cement Ltd. Mid Cap Materials (57.69) 1.04% 46.47 44.97%
Coal India Ltd. Large Cap Materials (10.61) 1.01% 9.26 91.91%
Interglobe Aviation Ltd. Large Cap Services (120.08) 0.99% 19.9 86.58%
Kei Industries Ltd. Mid Cap Capital Goods (60.61) 0.97% 65.34 128.31%
Sona BLW Precision Forgings Ltd. Mid Cap Automobile (49.55) 0.96% 79.95 42.86%
TD Power Systems Ltd. Small Cap Capital Goods (54.95) 0.96% 40.1 100.03%
Delhivery Ltd. Mid Cap Services (33.63) 0.96% -97.03 25.17%
Apar Industries Ltd. Small Cap Diversified (61.09) 0.96% 37.01 169.48%
Power Finance Corporation Ltd. Large Cap Financial (16.32) 0.93% 7.01 218.58%
Birla Corporation Ltd. Small Cap Materials (57.69) 0.91% 36.14 61.31%
Indian Oil Corporation Ltd. Large Cap Energy (40.15) 0.91% 5.08 115.33%
Hitachi Energy India Ltd. Small Cap Capital Goods (254.9) 0.9% 0 151.91%
Schaeffler India Ltd. Mid Cap Capital Goods (50.75) 0.84% 0 20.3%
Dalmia Bharat Ltd. Mid Cap Materials (57.69) 0.84% 33.42 2%
Jindal Steel & Power Ltd. Large Cap Metals & Mining (33.35) 0.83% 16.95 58.48%
Bharat Heavy Electricals Ltd. Mid Cap Capital Goods (57.94) 0.79% -763.68 245.19%
Oberoi Realty Ltd. Mid Cap Construction (117.78) 0.78% 33.02 68.4%
Adani Ports and Special Economic Zone Ltd. Large Cap Services (147.59) 0.76% 39.51 99.82%
SJS Enterprises Ltd. Small Cap Automobile (44.22) 0.76% 69.29 137.29%
Astral Ltd. Mid Cap Materials (81.09) 0.74% 92.14 39.42%
Inox India Ltd. Small Cap Metals & Mining (57.88) 0.73% 71.28 0%
Ambuja Cements Ltd. Large Cap Materials (26.26) 0.7% 0 0%
RHI Magnesita India Ltd. Small Cap Capital Goods (38.21) 0.63% -25.73 0.96%
Ashok Leyland Ltd. Mid Cap Automobile (93.34) 0.59% 21.55 28.29%
Greenpanel Industries Ltd. Small Cap Materials (28.55) 0.56% 21.6 9.18%
TVS Supply Chain Solutions Ltd. Small Cap Others (33.63) 0.42% -66.71 0%
JSW Infrastructure Ltd. Mid Cap Services 0.42% 0%

Market Cap

Allocation
Others 2.97

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 3.12% 0%
Others Others -0.15% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Sundaram Infrastructure Advantage Fund Regular Plan?

The top holdings of this fund are Larsen & Toubro Ltd., Reliance Industries Ltd., NTPC Ltd., Bharti Airtel Ltd., Ultratech Cement Ltd.

Top 5 Sector for Sundaram Infrastructure Advantage Fund Regular Plan?

The major sectors of this fund are Capital Goods, Energy, Construction, Materials, Financial.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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