Sundaram Infrastructure Advantage Fund Direct Growth

Equity
Sectoral
Very High Risk
25.00%
3Y annualised
-0.16% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 May 2025₹95.93
Min. SIP amount₹100
Rating2
Fund size₹901.36Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.3%25.0%31.9%14.2%
Category average4.5%28.0%33.6%NA
Rank with in category71617NA
Understand terms

Holdings (58)

NameSectorInstrumentAssets
CommunicationEquity8.65%
EnergyEquity8.53%
ConstructionEquity8.31%
EnergyEquity5.43%
ConstructionEquity3.65%
FinancialEquity2.95%
EnergyEquity2.55%
Capital GoodsEquity2.05%
EnergyEquity1.82%
Consumer DiscretionaryEquity1.76%
ConstructionEquity1.68%
FinancialEquity1.66%
Capital GoodsEquity1.66%
EnergyEquity1.54%
EnergyEquity1.49%
ServicesEquity1.48%
ServicesEquity1.45%
Capital GoodsEquity1.44%
ConstructionEquity1.41%
Capital GoodsEquity1.37%
Capital GoodsEquity1.34%
CommunicationEquity1.28%
AutomobileEquity1.27%
Capital GoodsEquity1.26%
Capital GoodsEquity1.25%
CommunicationEquity1.23%
Capital GoodsEquity1.22%
EnergyEquity1.19%
Capital GoodsEquity1.17%
ConstructionEquity1.14%
FinancialEquity1.09%
ConstructionEquity1.07%
AutomobileEquity1.07%
ConstructionEquity1.04%
Capital GoodsEquity1.04%
EnergyEquity1.01%
Capital GoodsEquity1.01%
Metals & MiningEquity1.00%
FinancialEquity0.98%
Capital GoodsEquity0.96%
ConstructionEquity0.90%
Metals & MiningEquity0.88%
ConstructionEquity0.86%
Capital GoodsEquity0.86%
Capital GoodsEquity0.84%
Capital GoodsEquity0.83%
Capital GoodsEquity0.83%
Capital GoodsEquity0.80%
AutomobileEquity0.80%
Capital GoodsEquity0.79%
ServicesEquity0.71%
ServicesEquity0.68%
Capital GoodsEquity0.68%
Metals & MiningEquity0.52%
Capital GoodsEquity0.42%
Capital GoodsEquity0.40%
Consumer StaplesEquity0.14%
Capital GoodsEquity0.00%
See All

Pros and cons

Category: Equity Sectoral

Pros

1Y annualised returns higher than category average by 1.81%

Cons

3Y, 5Y and 10Y annualised returns lower than category average
Higher expense ratio: 1.9%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.90%

Inclusive of GST

Exit load

Exit load of 0.5% if redeemed within 30 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Rohit Seksaria
Jan 2022 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes

Ashish Aggarwal
Dec 2021 - Present
View details

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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