Sundaram Infrastructure Advantage Fund Direct Growth

Sundaram Infrastructure Advantage Fund Direct Growth

+21.63%
3Y annualised
-2.24% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Mar '26
₹98.82
Min. for SIP
₹100
Fund size
₹963.88 Cr
Expense ratio
1.62%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,071
-1.55%
3 years₹1,80,000₹2,06,488
+14.72%
5 years₹3,00,000₹4,35,178
+45.06%
10 years₹6,00,000₹13,88,145
+131.36%

Holdings (52)

NameSectorInstrumentsAssets
Larsen & Toubro Ltd.ConstructionEquity9.32%
Bharti Airtel Ltd.CommunicationEquity8.09%
Reliance Industries Ltd.EnergyEquity7.38%
NTPC Ltd.EnergyEquity5.31%
Ultratech Cement Ltd.ConstructionEquity3.68%
Bharat Electronics Ltd.Capital GoodsEquity3.11%
State Bank of IndiaFinancialEquity2.49%
Power Grid Corporation Of India Ltd.EnergyEquity2.48%
Bharat Petroleum Corporation Ltd.EnergyEquity2.30%
ICICI Bank Ltd.FinancialEquity2.07%
GE Vernova T&D India LtdCapital GoodsEquity2.04%
Hitachi Energy India Ltd.Capital GoodsEquity1.86%
SJS Enterprises Ltd.AutomobileEquity1.83%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.78%
Kalpataru Projects International Ltd.Capital GoodsEquity1.78%
Cummins India Ltd.Capital GoodsEquity1.68%
Tata Power Company Ltd.EnergyEquity1.63%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.62%
Oil And Natural Gas Corporation Ltd.EnergyEquity1.60%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.58%
Indus Towers Ltd.CommunicationEquity1.53%
TD Power Systems Ltd.Capital GoodsEquity1.50%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.49%
Torrent Power Ltd.EnergyEquity1.43%
Esab India Ltd.Capital GoodsEquity1.43%
Kei Industries Ltd.Capital GoodsEquity1.37%
Interglobe Aviation Ltd.ServicesEquity1.25%
Craftsman Automation Ltd.AutomobileEquity1.25%
KSB Ltd.Capital GoodsEquity1.24%
JK Cement Ltd.ConstructionEquity1.17%
Siemens Ltd.Capital GoodsEquity1.17%
Delhivery Ltd.ServicesEquity1.17%
Schaeffler India Ltd.Capital GoodsEquity1.13%
Suzlon Energy Ltd.Capital GoodsEquity1.11%
GAIL (India) Ltd.EnergyEquity1.10%
Bharti Hexacom Ltd.CommunicationEquity1.08%
NCC Ltd.ConstructionEquity1.03%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.01%
ABB India Ltd.Capital GoodsEquity1.01%
Sobha Ltd.ConstructionEquity0.97%
Ambuja Cements Ltd.ConstructionEquity0.91%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.89%
Triveni Turbine Ltd.ConstructionEquity0.87%
Elecon Engineering Company Ltd.Capital GoodsEquity0.76%
Kirloskar Pneumatic Company Ltd.Capital GoodsEquity0.72%
Thermax Ltd.Capital GoodsEquity0.65%
Jindal Steel Ltd.Metals & MiningEquity0.65%
Container Corporation Of India Ltd.ServicesEquity0.58%
Siemens Energy India Ltd.EnergyEquity0.55%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.44%
Brigade Enterprises Ltd.ConstructionEquity0.22%
Hindustan Dorr-Oliver Ltd.Capital GoodsEquity--
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
Name3Y5Y10YAll
Fund returns+21.6%+19.4%+15.9%+13.5%
Category average (Equity Sectoral)+22.4%+24.9%+15.4%--
Rank (Equity Sectoral)111414--

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

SM
Siddarth Mohta
Jan 2026 - Present
View details

Education
Mr. Mohta is a MBA (Finance), Financial Risk Management
Experience
Has over 16 years of experience as an Equity Analyst/Finance Manager.

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 ₹76,017 Cr and the Latest NAV as of 19 Mar 2026 is ₹98.82. 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₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,