Sundaram Infrastructure Advantage Fund Growth

Sundaram Infrastructure Advantage Fund Growth

Equity
Sectoral
Very High Risk
+21.72%
3Y annualised
+0.69% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jan '26
₹94.19
Min. SIP amount
Not Supported
Fund size
₹947.40 Cr
Expense ratio
2.37%

Holdings (54)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity9.22%
Larsen & Toubro Ltd.ConstructionEquity9.05%
Reliance Industries Ltd.EnergyEquity8.45%
NTPC Ltd.EnergyEquity4.66%
Ultratech Cement Ltd.ConstructionEquity3.48%
Bharat Electronics Ltd.Capital GoodsEquity2.85%
Bharat Petroleum Corporation Ltd.EnergyEquity2.33%
Power Grid Corporation Of India Ltd.EnergyEquity2.23%
State Bank of IndiaFinancialEquity2.07%
ICICI Bank Ltd.FinancialEquity2.06%
SJS Enterprises Ltd.AutomobileEquity1.79%
Kalpataru Projects International Ltd.Capital GoodsEquity1.75%
GE Vernova T&D India LtdCapital GoodsEquity1.69%
Tata Power Company Ltd.EnergyEquity1.66%
Esab India Ltd.Capital GoodsEquity1.61%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.55%
Cummins India Ltd.Capital GoodsEquity1.54%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.49%
Kei Industries Ltd.Capital GoodsEquity1.46%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.45%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.44%
Indus Towers Ltd.CommunicationEquity1.44%
Oil And Natural Gas Corporation Ltd.EnergyEquity1.40%
Suzlon Energy Ltd.Capital GoodsEquity1.39%
Hitachi Energy India Ltd.Capital GoodsEquity1.35%
Interglobe Aviation Ltd.ServicesEquity1.34%
Craftsman Automation Ltd.AutomobileEquity1.30%
Bharti Hexacom Ltd.CommunicationEquity1.25%
KSB Ltd.Capital GoodsEquity1.23%
Torrent Power Ltd.EnergyEquity1.21%
TD Power Systems Ltd.Capital GoodsEquity1.19%
JK Cement Ltd.ConstructionEquity1.17%
GAIL (India) Ltd.EnergyEquity1.14%
Brigade Enterprises Ltd.ConstructionEquity1.12%
Delhivery Ltd.ServicesEquity1.11%
Siemens Ltd.Capital GoodsEquity1.07%
Sobha Ltd.ConstructionEquity1.03%
Ambuja Cements Ltd.ConstructionEquity1.03%
Schaeffler India Ltd.Capital GoodsEquity1.02%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.99%
Triveni Turbine Ltd.ConstructionEquity0.97%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.93%
Elecon Engineering Company Ltd.Capital GoodsEquity0.89%
ABB India Ltd.Capital GoodsEquity0.87%
Kirloskar Pneumatic Company Ltd.Capital GoodsEquity0.67%
Thermax Ltd.Capital GoodsEquity0.64%
Container Corporation Of India Ltd.ServicesEquity0.62%
H.G. Infra Engineering Ltd.ConstructionEquity0.56%
Jindal Steel Ltd.Metals & MiningEquity0.56%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.51%
NCC Ltd.ConstructionEquity0.51%
Siemens Energy India Ltd.EnergyEquity0.49%
Praj Industries Ltd.Capital GoodsEquity0.39%
Hindustan Dorr-Oliver Ltd.Capital GoodsEquityNA
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+21.7%+22.3%+14.8%+11.7%
Category average (Equity Sectoral)+22.4%+24.9%+15.4%--
Rank (Equity Sectoral)131616--

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 Growth

Sundaram Infrastructure Advantage Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 30 Jan 2026 is ₹94.19. The Sundaram Infrastructure Advantage Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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
Phone1860-425-7237
E-mailNA
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,