Sundaram Infrastructure Advantage Fund Direct Growth

Sundaram Infrastructure Advantage Fund Direct Growth

+14.49%
3Y annualised
+0.95% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Oct '26
₹100.54
Min. for SIP
₹100
Fund size (AUM)
₹921.99 Cr
Expense ratio
1.81%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹57,434
-4.28%
3 years₹1,80,000₹1,87,154
+3.97%
5 years₹3,00,000₹3,99,394
+33.13%
10 years₹6,00,000₹13,04,688
+117.45%

Holdings (55)

NameSectorInstrumentsAssets
Larsen & Toubro LtdIndustrialsEquity8.07%
Bharti Airtel LtdTechnologyEquity7.91%
Reliance Industries LtdEnergy & UtilitiesEquity6.57%
NTPC LtdEnergy & UtilitiesEquity4.69%
Ultratech Cement LtdMaterialsEquity3.33%
Kirloskar Oil Engines LtdIndustrialsEquity3.30%
Bharat Electronics LtdIndustrialsEquity2.84%
S.J.S Enterprises LtdConsumer DiscretionaryEquity2.45%
Kalpataru Power Transmission LtdIndustrialsEquity2.37%
Hitachi Energy India LtdIndustrialsEquity2.33%
GE T&D India LtdIndustrialsEquity2.32%
Power Grid Corporation of India LtdEnergy & UtilitiesEquity2.26%
State Bank of IndiaFinancialEquity2.08%
ICICI Bank LtdFinancialEquity2.08%
Adani Ports and Special Economic Zone LtdIndustrialsEquity1.95%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity1.89%
Apollo Hospitals Enterprise LtdHealthcareEquity1.86%
Craftsman Automation LtdConsumer DiscretionaryEquity1.81%
JSW Infrastructure LtdIndustrialsEquity1.74%
Tata Power Company LtdEnergy & UtilitiesEquity1.62%
Esab India LtdIndustrialsEquity1.50%
Thermax LtdIndustrialsEquity1.47%
Bharat Heavy Electricals LtdIndustrialsEquity1.46%
TD Power Systems LtdIndustrialsEquity1.45%
ZF Commercial Vehicle Control Systems India LtdConsumer DiscretionaryEquity1.45%
RepoUnspecifiedRepo1.41%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets1.40%
JK Cement LtdMaterialsEquity1.38%
Interglobe Aviation LtdIndustrialsEquity1.35%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity1.35%
Siemens LtdDiversifiedEquity1.33%
Indus Towers LtdTechnologyEquity1.32%
Cummins India LtdIndustrialsEquity1.24%
Torrent Power LtdEnergy & UtilitiesEquity1.19%
ABB India LtdIndustrialsEquity1.18%
GAIL (India) LtdEnergy & UtilitiesEquity1.16%
Delhivery LtdIndustrialsEquity1.16%
KSB LtdIndustrialsEquity1.11%
Suzlon Energy LtdIndustrialsEquity1.07%
Schaeffler India LtdIndustrialsEquity1.06%
Bharti Hexacom Ltd.TechnologyEquity1.00%
Container Corporation Of India LtdIndustrialsEquity0.98%
NCC LtdIndustrialsEquity0.91%
Sobha LtdReal EstateEquity0.89%
Kirloskar Pneumatic Company LtdIndustrialsEquity0.88%
Amber Enterprises India LtdConsumer DiscretionaryEquity0.80%
The Indian Hotels Company LtdConsumer DiscretionaryEquity0.79%
National Aluminium Company LtdMaterialsEquity0.65%
Siemens Energy India LtdEnergy & UtilitiesEquity0.62%
Jindal Steel & Power LtdMaterialsEquity0.62%
Elecon Engineering Company LtdIndustrialsEquity0.60%
Tata Steel LtdMaterialsEquity0.60%
Ashok Leyland LtdIndustrialsEquity0.59%
Triveni Turbine LtdIndustrialsEquity0.59%
Hindustan Dorr Oliver LtdIndustrialsEquity--
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+14.5%+13.2%+13.7%+13.0%
Category average (Equity Sectoral)+14.2%+15.5%+14.9%+14.8%
Rank (Equity Sectoral)121716--

Exit load, stamp duty and tax

Exit load

Exit load of 0.5% if redeemed within 30 days

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

SM
Siddarth Mohta
Jan 2026 - Present
View details

Education
Mr. Mohta is a MBA (Finance), Financial Risk Management
Experience
Has over 16 years of experience as an Equity Analyst/Finance Manager.

About Sundaram Infrastructure Advantage Fund Direct Growth

Sundaram Infrastructure Advantage Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rohit Seksaria is the Current Fund Manager of Sundaram Infrastructure Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹77,566 Cr and the Latest NAV as of 27 Oct 2026 is ₹100.54. The Sundaram Infrastructure Advantage Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.5% if redeemed within 30 days ;

Investment Objective

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.
Fund benchmarkNIFTY Infrastructure Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹77,566.02 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,