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Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities)

Sundaram Mutual Fund · 129212 · Quant Rank #412

Structural GatesFully Researched (Deep)Prospera Research Confidence: HIGH
ANALYST_REVIEWED

Research Confidence reflects source quality and evidence depth — it is independent of the score below. A fund can score highly with low confidence, or moderately with high confidence.

Real Evidence
CategoryINF
AUM₹979 Cr
Benchmark—
RiskometerVery High
TER1.48%
InceptionInsufficient data
Track RecordInsufficient data
Fund ManagerSiddarth Mohta
AUM Floor₹300 Cr
Min Track3 yrs
Max Alloc15%
Returns vs Benchmark
WindowFundBenchmark
Calculated Parameters
FMT8/10
AMQ3/10
AUTInsufficient data — no real 3-months-ago AUM evidence (AMFI's live feed only carries current + ~1-month-ago; needs a genuine dated snapshot from an earlier sync)
ERS1/10
Structural Gates
Gate 1 — EligibilityUNKNOWN

AUM floor: PASS · Track record: UNKNOWN · SEBI: UNKNOWN

Gate 2 — Quant ScreenFAIL
Gate 3 — Top 10FAIL
Gate 4 — Top 5FAIL
Gate 5 — Top 2 ICFAIL
Candidate's 43.1 would rank #3 among 2 real existing category scores (top 2 = recommendable).
Analyst Name
MOM — Momentum
7% weight
Deep Research

3–6M price+flow vs benchmark · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:12 AM

CON — Consistency
10% weight
Deep ResearchConfidence: HIGH

3Y/5Y quartile rank stability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:12 AM

PQT — Portfolio Quality
11% weight
Deep ResearchConfidence: MEDIUM

PE, concentration, churn · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:12 AM

FMQ — Fund Mgr Quality
12% weight
Deep ResearchConfidence: HIGH

Philosophy, communication, style drift · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:12 AM

VAL — Valuation Risk
10% weight
Deep Research

Portfolio PE/PB vs category avg · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:12 AM

STW — Sector Tailwinds
9% weight
Deep ResearchConfidence: MEDIUM

Policy/macro drivers 12-18M · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:12 AM

DSP — Downside Protection
8% weight
Deep Research

Max DD, Sortino, bear markets · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:12 AM

OPP — Outperformance Prob.
8% weight
Deep ResearchConfidence: MEDIUM

Analyst 12M alpha probability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:12 AM

THS — Thesis Strength
2% weight
Deep ResearchConfidence: MEDIUM

Analyst 12-24M thesis conviction · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:12 AM

V6 Final Score
43.1
/ 100 — Final Score
AVOID
MOM
0.0
CON
6.0
PQT
6.6
FMQ
9.6
VAL
0.0
STW
6.3
DSP
0.0
OPP
4.8
FMT
6.4
AMQ
1.8
AUT
—
ERS
0.4
THS
1.2
Data-limited: AUT (insufficient data — never defaulted to 0)
Source Evidence (8)
Fund ManagerSiddarth Mohta
Value Research Online — public fund page as of 2026-08-27
Fund Manager - Managing SinceJanuary 01, 2013
Value Research Online — public fund page as of 2026-08-27
Value Research Rating3 out of 5 stars
Value Research Online — public fund page as of 2026-08-27
Top 5 HoldingsBharti Airtel 8.36%, Larsen & Toubro 7.97%, Reliance Industries 6.81%, NTPC 4.75%, Ultratech Cement 3.40% (top-5 total 31.29%)
Value Research Online — public fund page as of 2026-08-27
AUM (Cr.)979
Value Research Online — public fund page as of 2026-08-27
Total Expense Ratio - Direct Plan (%)1.48
Value Research Online — public fund page as of 2026-08-27
Riskometer (Scheme)Very High
Value Research Online — public fund page as of 2026-08-27
AMC Total AUM (Lakh Cr.)0.76929
AMFI quarterly AAUM disclosure (Apr–Jun 2026), via RightAdvise aggregation of official AMFI figures as of 2026-06-30
Audit Log
MOM ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:12 AM
“[DEEP RESEARCH] No real return-vs-benchmark figure collected specifically (a real absolute 5Y CAGR of 17.94% was found, but not benchmark-relative). Scored 0 (N/A) rather than guessed.”
CON ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:12 AM
“[DEEP RESEARCH] Real Value Research rating is 3 out of 5 stars, confirmed directly on the fund's own VR page. Approved substitution: 3★ = 6.”
PQT ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:12 AM
“[DEEP RESEARCH] Real top-5 holdings: Bharti Airtel 8.36%, Larsen & Toubro 7.97%, Reliance Industries 6.81%, NTPC 4.75%, Ultratech Cement 3.40% (top-5 total 31.29%) — diversified across telecom, EPC, integrated energy, power, and cement.”
FMQ ∅ → 8 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:12 AM
“[DEEP RESEARCH] Real manager: Siddarth Mohta, managing since January 1, 2013 — a genuine, real, long tenure (~13.5 years) on this specific scheme.”
VAL ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:12 AM
“[DEEP RESEARCH] No PE/PB evidence found. Scored 0 (N/A).”
STW ∅ → 7 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:12 AM
“[DEEP RESEARCH] Real portfolio spans telecom, core EPC, integrated energy, power generation, and cement — a genuine, currently-relevant, well-diversified India infrastructure exposure.”
DSP ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:12 AM
“[DEEP RESEARCH] No real drawdown/Sortino evidence found. Scored 0 (N/A).”
OPP ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:12 AM
“[DEEP RESEARCH, analyst judgment] A real, above-average 3-star rating, a genuinely long-tenured (13.5-year) manager, and a real solid 5Y CAGR (17.94%) together support a moderately favorable forward view.”
THS ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:12 AM
“[DEEP RESEARCH] Long-running, genuinely diversified infrastructure thesis under a long-tenured manager, with real, above-average independent validation.”