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Sundaram Infrastructure Advantage Fund Direct Growth
+20.61%
3Y annualised
-1.38% 1D
NAV: 09 Jun '26
₹107.57
Min. for SIP
₹100
Fund size (AUM)
₹990.20 Cr
Expense ratio
1.71%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,034 | +3.39% | |
| 3 years | ₹1,80,000 | ₹2,11,523 | +17.51% | |
| 5 years | ₹3,00,000 | ₹4,51,034 | +50.34% | |
| 10 years | ₹6,00,000 | ₹14,57,998 | +143.00% |
Holdings (53)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Larsen & Toubro Ltd | Industrials | Equity | 8.51% |
| Bharti Airtel Ltd | Technology | Equity | 7.91% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 7.37% |
| NTPC Ltd | Energy & Utilities | Equity | 5.40% |
| Repo | Unspecified | Repo | 4.33% |
| Ultratech Cement Ltd | Materials | Equity | 3.28% |
| Bharat Electronics Ltd | Industrials | Equity | 2.94% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 2.57% |
| Hitachi Energy India Ltd | Industrials | Equity | 2.37% |
| GE T&D India Ltd | Industrials | Equity | 2.30% |
| State Bank of India | Financial | Equity | 2.16% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.92% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 1.86% |
| TD Power Systems Ltd | Industrials | Equity | 1.86% |
| ICICI Bank Ltd | Financial | Equity | 1.85% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 1.83% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.74% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 1.74% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.74% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.67% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 1.66% |
| Thermax Ltd | Industrials | Equity | 1.65% |
| Esab India Ltd | Industrials | Equity | 1.58% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.54% |
| KSB Ltd | Industrials | Equity | 1.53% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.41% |
| Suzlon Energy Ltd | Industrials | Equity | 1.40% |
| Indus Towers Ltd | Technology | Equity | 1.35% |
| JK Cement Ltd | Materials | Equity | 1.33% |
| Cummins India Ltd | Industrials | Equity | 1.28% |
| Siemens Ltd | Diversified | Equity | 1.27% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.24% |
| Delhivery Ltd | Industrials | Equity | 1.23% |
| ABB India Ltd | Industrials | Equity | 1.17% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.16% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.08% |
| NCC Ltd | Industrials | Equity | 1.08% |
| Schaeffler India Ltd | Industrials | Equity | 1.04% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 1.03% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.00% |
| Triveni Turbine Ltd | Industrials | Equity | 0.99% |
| Sobha Ltd | Real Estate | Equity | 0.97% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 0.96% |
| Kirloskar Pneumatic Company Ltd | Industrials | Equity | 0.91% |
| Elecon Engineering Company Ltd | Industrials | Equity | 0.90% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.82% |
| Ambuja Cements Ltd | Materials | Equity | 0.79% |
| Tata Steel Ltd | Materials | Equity | 0.64% |
| Jindal Steel & Power Ltd | Materials | Equity | 0.62% |
| Siemens Energy India Ltd | Energy & Utilities | Equity | 0.60% |
| Container Corporation Of India Ltd | Industrials | Equity | 0.58% |
| Hindustan Dorr Oliver Ltd | Industrials | Equity | -- |
| Net Payables | Unspecified | Net Payables | -0.17% |
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 | +20.6% | +18.1% | +15.7% | +13.9% |
| Category average (Equity Sectoral) | +22.4% | +24.9% | +15.4% | -- |
| Rank (Equity Sectoral) | 11 | 17 | 15 | -- |
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
SMSiddarth MohtaJan 2026 - PresentView details
SM
Siddarth Mohta
Jan 2026 - 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 ₹75,524 Cr and the Latest NAV as of 09 Jun 2026 is ₹107.57.
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₹75,523.60 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,