Sundaram Infrastructure Advantage Fund Growth

Sundaram Infrastructure Advantage Fund Growth

+24.35%
3Y annualised
-0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Apr '26
₹101.74
Min. for SIP
₹100
Fund size (AUM)
₹872.61 Cr
Expense ratio
2.26%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹63,979
+6.63%
3 years₹1,80,000₹2,20,975
+22.76%
5 years₹3,00,000₹4,64,331
+54.78%
10 years₹6,00,000₹14,62,158
+143.69%

Holdings (52)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity8.48%
Larsen & Toubro Ltd.ConstructionEquity8.43%
Reliance Industries Ltd.EnergyEquity7.85%
NTPC Ltd.EnergyEquity5.69%
Ultratech Cement Ltd.ConstructionEquity3.45%
Bharat Electronics Ltd.Capital GoodsEquity3.10%
Sundaram Liquid Direct-Growth--Mutual Fund2.87%
Power Grid Corporation Of India Ltd.EnergyEquity2.71%
State Bank of IndiaFinancialEquity2.24%
GE Vernova T&D India LtdCapital GoodsEquity2.13%
ICICI Bank Ltd.FinancialEquity2.00%
Hitachi Energy India Ltd.Capital GoodsEquity1.94%
Bharat Petroleum Corporation Ltd.EnergyEquity1.85%
Tata Power Company Ltd.EnergyEquity1.80%
Oil And Natural Gas Corporation Ltd.EnergyEquity1.79%
SJS Enterprises Ltd.AutomobileEquity1.78%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.71%
Cummins India Ltd.Capital GoodsEquity1.70%
Kalpataru Projects International Ltd.Capital GoodsEquity1.67%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.61%
TD Power Systems Ltd.Capital GoodsEquity1.56%
Indus Towers Ltd.CommunicationEquity1.56%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.50%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.50%
Thermax Ltd.Capital GoodsEquity1.49%
JK Cement Ltd.ConstructionEquity1.46%
Esab India Ltd.Capital GoodsEquity1.42%
KSB Ltd.Capital GoodsEquity1.42%
Torrent Power Ltd.EnergyEquity1.32%
Craftsman Automation Ltd.AutomobileEquity1.28%
Delhivery Ltd.ServicesEquity1.24%
Suzlon Energy Ltd.Capital GoodsEquity1.13%
Interglobe Aviation Ltd.ServicesEquity1.13%
Bharti Hexacom Ltd.CommunicationEquity1.12%
Siemens Ltd.Capital GoodsEquity1.11%
Schaeffler India Ltd.Capital GoodsEquity1.10%
ABB India Ltd.Capital GoodsEquity1.09%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.06%
GAIL (India) Ltd.EnergyEquity0.99%
NCC Ltd.ConstructionEquity0.98%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.91%
Sobha Ltd.ConstructionEquity0.91%
Triveni Turbine Ltd.ConstructionEquity0.86%
Ambuja Cements Ltd.ConstructionEquity0.80%
Kirloskar Pneumatic Company Ltd.Capital GoodsEquity0.72%
Elecon Engineering Company Ltd.Capital GoodsEquity0.71%
Tata Steel Ltd.Metals & MiningEquity0.66%
Jindal Steel Ltd.Metals & MiningEquity0.64%
Container Corporation Of India Ltd.ServicesEquity0.55%
Siemens Energy India Ltd.EnergyEquity0.53%
Kei Industries Ltd.Capital GoodsEquity0.42%
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+24.4%+21.3%+15.6%+11.9%
Category average (Equity Sectoral)+22.4%+24.9%+15.4%--
Rank (Equity Sectoral)111615--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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 ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹101.74. The Sundaram Infrastructure Advantage Fund 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₹67,021.82 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,