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 (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Reverse Repo 44.75 GOI Securities 18.72 Net Payables -8.83 Debt Credit Ratings SOV 64.12 Cash & Call Money 35.93 Others 0 Debt Category GOI 18.72 Others 35.88 Maharashtra State 14.55 Karnataka State 7.14
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-Growth Ret 1M -7.9% Ret 1Y 15.41% Ret 3Y 15.64% Ret 5Y 11.23%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Ret 1M -7.9% Ret 1Y 15.41% Ret 3Y 15.64% Ret 5Y 11.23%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Reinvestment Ret 1M -7.9% Ret 1Y 15.41% Ret 3Y 15.64% Ret 5Y 11.23%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-Growth Ret 1M -8.33% Ret 1Y 16.13% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Payout Ret 1M -8.33% Ret 1Y 16.13% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Reinvestment Ret 1M -8.33% Ret 1Y 16.13% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-Growth Ret 1M -8.51% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Payout Ret 1M -8.51% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Reinvestment Ret 1M -8.51% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-Growth Ret 1M -8.44% Ret 1Y 11.25% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-IDCW Ret 1M -8.44% Ret 1Y 11.25% Ret 3Y 0% Ret 5Y 0%
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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