Sundaram Infrastructure Advantage Fund Direct-IDCW Reinvestment
Sundaram Infrastructure Advantage Fund Direct-IDCW Reinvestment: Mutual Fund Overview
Sundaram Infrastructure Advantage Fund Direct-IDCW Reinvestment is an Thematic-Infrastructure mutual fund with over 13.19 years of performance history. The scheme manages an AUM of ₹963.87 Cr and has a NAV of ₹58.6186. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 18.31%.
Equity, Thematic-Infrastructure, Principal at very high risk
1 Year Return 18.31% at 12 Mar 2026 08:21 PM
Fund Details
NAV 58.6186
Sub-Type Thematic-Infrastructure
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 13.19
Fund Size(in Crores) 963.87
Fund Performance
1 Month -4.63%
3 Month -0.13%
6 Month 0.87%
1 Year 18.31%
3 Year 22.36%
5 Year 18.8%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (93.75%) Market Cap Large Cap 74.32 Mid Cap 3.41 Small Cap 16.02 Top Sectors Financial 87.32 Insurance 4.24 Services 2.19 Top Holding ICICI Bank 17.75 HDFC AMC 0.92 Kotak Mahindra Bank 7.45 JM Financial 1.82 DAM Capital Advisors 3.88 Axis Bank 8.1 LIC Housing Fin. 2.71 General Insurance Corporation of India 2.49 HDFC Bank 16 Bajaj Finance 3.77 State Bank of India 10.07 Life Insurance 1.75 The Karnataka Bank 3.64 Bank of Baroda 1.59 IEX 2.19 Bajaj Holdings & Invest. 2.73 Central Depository Services (India) 1.78 Power Fin. Corp. 5.11
Debt & Others (6.25%) Sector Allocation Net Receivables 6.25 Debt Credit Ratings Debt Category Others 6.25
Comparison with same funds
Equity, Flexi Cap funds Abakkus Small Cap Fund Regular-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -5.48% Ret 1Y 10.0% Ret 3Y 23.12% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M -5.48% Ret 1Y 10.0% Ret 3Y 23.12% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -5.48% Ret 1Y 10.0% Ret 3Y 23.12% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M -7.25% Ret 1Y 12.38% Ret 3Y 16.42% Ret 5Y 12.94%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M -7.25% Ret 1Y 12.38% Ret 3Y 16.42% Ret 5Y 12.94%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M -7.25% Ret 1Y 12.38% Ret 3Y 16.42% Ret 5Y 12.94%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -5.46% Ret 1Y 9.56% Ret 3Y 22.87% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M -5.46% Ret 1Y 9.56% Ret 3Y 22.87% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -5.46% Ret 1Y 9.56% Ret 3Y 22.87% Ret 5Y 0%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M -5.91% Ret 1Y 8.14% Ret 3Y 16.32% Ret 5Y 17.77%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.61%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Rohit Seksaria
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.
Ashish Aggarwal
Education Mr. Aggarwal has done BE, PGPM
Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Siddarth Mohta
Education Mr. Mohta is a MBA (Finance), Financial Risk Management
Experience Has over 16 years of experience as an Equity Analyst/Finance Manager.
Ratish Varier
Education Mr. Varier is a B.Com. & MBA (Finance)
Experience Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Clyton Richard Fernandes
Education Mr. Fernandes has done B.E and MBA
Experience Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 9
Date of Incorporation 2013-01-01
Total AUM 75674.2
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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