Sundaram Infrastructure Advantage Fund Direct Growth

Equity
Sectoral
Very High Risk
+21.12%
3Y annualised
+0.91% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Dec 2025
₹102.87
Rating
2
Min. SIP amount
₹100
Fund size
₹961.19Cr

Returns calculator

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

Holdings (55)

NameSectorInstrumentAssets
CommunicationEquity8.81%
ConstructionEquity8.75%
EnergyEquity7.83%
EnergyEquity4.67%
ConstructionEquity3.46%
Capital GoodsEquity2.97%
EnergyEquity2.38%
EnergyEquity2.12%
FinancialEquity2.02%
AutomobileEquity2.00%
FinancialEquity1.94%
Capital GoodsEquity1.84%
Capital GoodsEquity1.79%
Consumer DiscretionaryEquity1.79%
EnergyEquity1.74%
Capital GoodsEquity1.53%
ServicesEquity1.50%
Capital GoodsEquity1.48%
ServicesEquity1.45%
EnergyEquity1.45%
Capital GoodsEquity1.40%
Capital GoodsEquity1.38%
Capital GoodsEquity1.29%
ConstructionEquity1.29%
ConstructionEquity1.28%
EnergyEquity1.27%
Capital GoodsEquity1.27%
Capital GoodsEquity1.27%
ServicesEquity1.25%
CommunicationEquity1.25%
CommunicationEquity1.22%
AutomobileEquity1.22%
EnergyEquity1.20%
Capital GoodsEquity1.16%
ConstructionEquity1.12%
AutomobileEquity1.10%
Capital GoodsEquity1.06%
Capital GoodsEquity1.04%
ConstructionEquity1.02%
Capital GoodsEquity1.02%
HealthcareEquity0.99%
Capital GoodsEquity0.89%
ConstructionEquity0.89%
Capital GoodsEquity0.86%
ConstructionEquity0.83%
Capital GoodsEquity0.69%
ConstructionEquity0.67%
Capital GoodsEquity0.67%
Capital GoodsEquity0.64%
ServicesEquity0.63%
EnergyEquity0.59%
Capital GoodsEquity0.59%
Metals & MiningEquity0.55%
Capital GoodsEquity0.40%
Capital GoodsEquity0.00%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Sectoral
Annualised returns
Absolute returns
3Y5Y10YAll
Fund returns21.1%24.4%15.3%14.2%
Category average21.1%25.4%15.9%NA
Rank with in category141717NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.88%

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

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%.

Understand terms
Check past data

Fund management

Clyton Richard Fernandes
Dec 2025 - Present
View details

Education
Mr. Fernandes has done B.E and MBA
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
Also manages these schemes

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,

Pros and cons

Category: Equity Sectoral

Pros

Consistently higher annualised returns than category average for the past 1Y and 3Y
1Y category rank: 4

Cons

5Y and 10Y annualised returns lower than category average
Higher expense ratio: 1.88%
Low rating: 2

Compare funds

Sundaram Infrastructure Advantage Fund Direct Growth
VS
Add mutual fund to compare