Sundaram Infrastructure Advantage Fund Direct Growth

Equity
Sectoral
Very High Risk
+22.90%
3Y annualised
+0.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Nov 2025
₹105.47
Rating
2
Min. SIP amount
₹100
Fund size
₹967.77Cr

Return 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
1Y3Y5YAll
Fund returns9.4%22.9%26.9%14.5%
Category average5.7%23.6%28.4%NA
Rank with in category41416NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.87%

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

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,

Pros and cons

Category: Equity Sectoral

Pros

1Y annualised returns higher than category average by 3.67%
1Y category rank: 4

Cons

3Y, 5Y and 10Y annualised returns lower than category average
Higher expense ratio: 1.87%
Low rating: 2

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