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Sundaram Infrastructure Advantage Fund Direct Growth
Equity
Sectoral
Very High Risk
+21.53%
3Y annualised
-0.28% 1D
NAV: 16 Jan '26
₹100.61
Min. SIP amount
₹100
Fund size
₹947.40 Cr
Expense ratio
1.61%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,786 | +2.98% | |
| 3 years | ₹1,80,000 | ₹2,18,445 | +21.36% | |
| 5 years | ₹3,00,000 | ₹4,58,415 | +52.80% | |
| 10 years | ₹6,00,000 | ₹14,47,686 | +141.28% |
Holdings (54)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 9.22% |
| Larsen & Toubro Ltd. | Construction | Equity | 9.05% |
| Reliance Industries Ltd. | Energy | Equity | 8.45% |
| NTPC Ltd. | Energy | Equity | 4.66% |
| Ultratech Cement Ltd. | Construction | Equity | 3.48% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.85% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 2.33% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 2.23% |
| State Bank of India | Financial | Equity | 2.07% |
| ICICI Bank Ltd. | Financial | Equity | 2.06% |
| SJS Enterprises Ltd. | Automobile | Equity | 1.79% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 1.75% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.69% |
| Tata Power Company Ltd. | Energy | Equity | 1.66% |
| Esab India Ltd. | Capital Goods | Equity | 1.61% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.55% |
| Cummins India Ltd. | Capital Goods | Equity | 1.54% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.49% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.46% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.45% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.44% |
| Indus Towers Ltd. | Communication | Equity | 1.44% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 1.40% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.39% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.35% |
| Interglobe Aviation Ltd. | Services | Equity | 1.34% |
| Craftsman Automation Ltd. | Automobile | Equity | 1.30% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.25% |
| KSB Ltd. | Capital Goods | Equity | 1.23% |
| Torrent Power Ltd. | Energy | Equity | 1.21% |
| TD Power Systems Ltd. | Capital Goods | Equity | 1.19% |
| JK Cement Ltd. | Construction | Equity | 1.17% |
| GAIL (India) Ltd. | Energy | Equity | 1.14% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.12% |
| Delhivery Ltd. | Services | Equity | 1.11% |
| Siemens Ltd. | Capital Goods | Equity | 1.07% |
| Sobha Ltd. | Construction | Equity | 1.03% |
| Ambuja Cements Ltd. | Construction | Equity | 1.03% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.02% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 0.99% |
| Triveni Turbine Ltd. | Construction | Equity | 0.97% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.93% |
| Elecon Engineering Company Ltd. | Capital Goods | Equity | 0.89% |
| ABB India Ltd. | Capital Goods | Equity | 0.87% |
| Kirloskar Pneumatic Company Ltd. | Capital Goods | Equity | 0.67% |
| Thermax Ltd. | Capital Goods | Equity | 0.64% |
| Container Corporation Of India Ltd. | Services | Equity | 0.62% |
| H.G. Infra Engineering Ltd. | Construction | Equity | 0.56% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.56% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.51% |
| NCC Ltd. | Construction | Equity | 0.51% |
| Siemens Energy India Ltd. | Energy | Equity | 0.49% |
| Praj Industries Ltd. | Capital Goods | Equity | 0.39% |
| Hindustan Dorr-Oliver Ltd. | Capital Goods | Equity | NA |
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
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +21.5% | +21.7% | +15.4% | +13.8% |
| Category average (Equity Sectoral) | +22.4% | +24.9% | +15.4% | -- |
| Rank (Equity Sectoral) | 12 | 16 | 17 | -- |
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
RSRohit SeksariaJan 2022 - PresentView details
RS
Rohit Seksaria
Jan 2022 - Present
View details
CRFClyton Richard FernandesDec 2025 - PresentView details
CRF
Clyton Richard Fernandes
Dec 2025 - Present
View details
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 ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹100.61.
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₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,