Compare Sundaram Infrastructure Advantage Fund vs DSP India T.I.G.E.R. Fund
Sundaram Infrastructure Advantage Fund
EquityThematic-Infrastructure
DSP India T.I.G.E.R. Fund
EquityThematic-Infrastructure
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.33
2.03
NAV
₹101.61
₹371.91
Fund Started
10 Aug 2005
27 Apr 2004
Fund Size
₹921.99 Cr
₹6264.82 Cr
Exit Load
Exit load of 0.5% if redeemed within 30 days
Exit load of 1% if redeemed less than 12 months
1 Year
-1.59%
6.78%
3 Year
12.86%
16.80%
5 Year
12.51%
17.98%
Equity
97.18%
90.27%
Cash
2.82%
9.73%
Top 10 Holdings
Name | Assets |
|---|---|
Larsen & Toubro Ltd. | 8.07% |
Bharti Airtel Ltd. | 7.91% |
Reliance Industries Ltd. | 6.57% |
NTPC Ltd. | 4.69% |
Ultratech Cement Ltd. | 3.33% |
Kirloskar Oil Engines Ltd. | 3.30% |
Bharat Electronics Ltd. | 2.84% |
SJS Enterprises Ltd. | 2.45% |
Kalpataru Projects International Ltd. | 2.37% |
Hitachi Energy India Ltd. | 2.33% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 6.42% |
Nifty 50 | 5.06% |
NTPC Ltd. | 4.76% |
Larsen & Toubro Ltd. | 4.26% |
Coal India Ltd. | 3.05% |
Oil And Natural Gas Corporation Ltd. | 2.95% |
Bharti Airtel Ltd. | 2.84% |
Bharat Electronics Ltd. | 2.53% |
Hindustan Aeronautics Ltd. | 2.42% |
Kirloskar Oil Engines Ltd. | 2.25% |
Name
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Start Date
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Description
The scheme aims to generate consistent long-term returns by investing predominantly in equity or equity related instruments of companies in the capital goods sector.
The fund seeks to generate capital appreciation by investing in equity and equity related securities of corporates that could benefit from ongoing structural changes and economic reforms in the country. The portfolio is well diversified across sectors, market capitalisation and between private & PSU companies and will get benefit from increased government spending on infrastructure and increased private participation and revival in the corporate capex cycle.
Launch Date
10 Aug 2005
27 Apr 2004
