Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment
Equity, Thematic-Infrastructure, Principal at very high risk
1 Year Return 7.03% at 08 Jun 2026 12:28 PM
Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment: Mutual Fund Overview
Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment is an Thematic-Infrastructure mutual fund with over 20.69 years of performance history. The scheme manages an AUM of ₹990.19 Cr and has a NAV of ₹57.8672. It is rated '3' 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 7.03%.
Fund Details
NAV 57.8672
Sub-Type Thematic-Infrastructure
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 20.69
Fund Size(in Crores) 990.19
Fund Performance
1 Month -1.74%
3 Month 3.67%
6 Month 4.92%
1 Year 7.03%
3 Year 21.0%
5 Year 18.22%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (94.65%) Market Cap Large Cap 41.52 Mid Cap 37.01 Small Cap 16.12 Top Sectors Financial 22.2 Energy 9.81 Technology 8.94 Services 7.81 Healthcare 7.74 Construction 6.88 Automobile 6.39 Consumer Staples 5.69 Communication 4.13 Chemicals 3.19 Insurance 3.07 Materials 2.65 Capital Goods 2.46 Metals & Mining 2.11 Consumer Discretionary 1.58 Top Holding Aditya Birla Capital 1.79 Ajanta Pharma 1.16 Aurobindo Pharma 2.54 Bank of Maharashtra 1.3 Bharti Airtel 2.32 Biocon 1 BS Refrigerators 0 Caplin Point Laboratories 0.93 Coal India 1.18 Colgate-Palmolive (India) 1 Crompton Greaves Con. Electricals 1.15 DCM Shriram 0.96 Emami 1.17 General Insurance Corporation of India 0.82 GHCL 1.03 Glenmark Pharmaceuticals 1.42 Grasim Industries 1.47 GR Infraprojects 1.11 HCL Technologies 1.57 HDFC Bank 4.19 Hero Motocorp 1.65 Hindustan Petroleum Corporation 0.26 ICICI Bank 3.06 ICICI Prudential 0.98 Indusind Bank 0.85 Indus Towers 1.81 Info Edge (India) 1.52 Infosys 2.71 Interglobe Aviation 1.16 ITC 2.55 JK Paper 0.97 Jubilant FoodWorks 1.09 Larsen & Toubro 2.68 Life Insurance 1.27 Mahindra Holidays & Resorts India 0.57 Mahindra & Mahindra 1.28 Marksans Pharma 0.69 Maruti Suzuki India 1.29 Max Financial Services 1.33 MCX 1.08 Motilal Oswal Financial Services 1.09 Mphasis 0.78 NIIT Learning Sys 1.06 Nippon Life India Asset Management 1.03 Oberoi Realty 1.45 Oil India 1.51 Oracle Financial Services Software 1.61 Petronet LNG 0.48 Power Grid Corporation Of India 2.84 Raymond Lifestyle 0.43 REC 1.56 Reliance Industries 2.38 Rossari Biotech 0.31 Shivalik Bimetal Controls 0.63 Shriram Finance 1.3 State Bank of India 1.51 Sundaram Finance 1.37 Suzlon Energy 1.41 Tata Motors 0.5 Tata Power Company 1.33 The Federal Bank 1.82 The Great Eastern Shipping Company 1.01 The Phoenix Mills 1.64 Tips Industries 0.63 Tube Investments Of India 1.67 UPL 0.89 Vedanta 0.85 Vedanta Aluminium Metal 0.42 Vedanta Iron And Steel 0.42 Vedanta Oil and Gas 0.42 Vedanta Power 0.42 VRL Logistics 0.7 Wipro 2.27
Debt & Others (5.35%) Sector Allocation Net Current Assets 4.16 Short Term Deposit 0.12 Real Estate Investment Trusts 1.05 Debt Credit Ratings Debt Category Others 4.18 Embassy Office Parks REIT 1.05 Axis Bank 0.12
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.26%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
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.
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.
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.
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.
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) 13
Date of Incorporation 2005-09-29
Total AUM 75523.59
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.
Take Your Next Step
Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment FAQs
How to invest in Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment?
Investing in Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment?
The term expense ratio for Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment is 2.26% as of 08 Jun 2026.
What is the NAV of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment?
The NAV of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment is ₹57.8672 as of 08 Jun 2026.
What is the AUM of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment?
The AUM (Assets Under Management) of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment is ₹990.19 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment?
The PE ratio of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment?
Yes, you can invest in Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment in the last 5 years?
The return of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment in the last 5 years is 18.22%.
What is the minimum SIP investment required in Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment?
The minimum SIP investment in Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment, the minimum SIP amount is ₹100.0.
What is the current NAV of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment?
The NAV of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment, as of 08 Jun 2026, is ₹57.8672.
Who manages the Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment?
The fund managers responsible for Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment are:
- Clyton Richard Fernandes
- Siddarth Mohta
- Ashish Aggarwal
- Rohit Seksaria
- Ratish Varier