Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Side by side
record, cost, returns, drawdown, size
| Measure | Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) |
|---|---|
| Category | Sectoral/ Thematic |
| Share of three-year stretches it beat its category P4 | 60% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.60% |
| Portfolio turned over a year P1 | 43% |
| Run by P7 | Siddarth Mohta · 7 mo |
| 1-year return | 3.8% |
| 3 years p.a. | 15.8% |
| 5 years p.a. | 15.6% |
| Deepest fall (max drawdown) | −22.6% |
| Assets (AUM) | ₹982 Cr |
| Disclosed history | 5.0 yrs |
| Holdings · top ten weight | 55 · 44% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.