Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment
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 20.48 years of performance history. The scheme manages an AUM of ₹963.87 Cr and has a NAV of ₹51.4341. 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 5.52%.
Equity, Thematic-Infrastructure, Principal at very high risk
1 Year Return 5.52% at 24 Mar 2026 03:25 PM
Fund Details
NAV 51.4341
Sub-Type Thematic-Infrastructure
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 20.48
Fund Size(in Crores) 963.87
Fund Performance
1 Month -10.53%
3 Month -7.42%
6 Month -6.42%
1 Year 5.52%
3 Year 19.96%
5 Year 17.63%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.7%) Market Cap Small Cap 2.32 Large Cap 77.9 Mid Cap 17.48 Top Sectors Financial 26.98 Technology 11.97 Energy 9.55 Services 8.53 Construction 7.5 Automobile 5.68 Healthcare 4.64 Consumer Discretionary 4.09 Communication 3.78 Consumer Staples 3.76 Insurance 3.66 Metals & Mining 3.43 Capital Goods 1.9 Materials 1.46 Others 0.75 Top Holding Infosys 5.54 Eternal 2.89 ICICI Bank 6.03 Bajaj Finance 2.17 Reliance Industries 6.1 HDFC Bank 3.64 Coforge 3.09 Sun Pharmaceutical Industries 2.85 Others 0.75 Whirlpool Of India 1.36 Tech Mahindra 3.34 Mahindra & Mahindra 2.5 Hindalco Industries 3.43 Larsen & Toubro 4.66 Ultratech Cement 1.46 AU Small Finance Bank 2.77 Axis Bank 4.11 Shriram Finance 3.97 Trent 2.38 NTPC 3.45 SBI Life Insurance Company 3.66 The Phoenix Mills 2.85 Havells India 1.9 Bharti Airtel 3.78 Biocon 1.79 State Bank of India 4.29 Tata Consumer Products 1.2 Voltas 2.73 Bajaj Auto 3.18 United Spirits 2.56 Adani Ports and Special Economic Zone 3.27
Debt & Others (2.3%) Sector Allocation Cash 0 Net Payables -0.29 Reverse Repo 2.59 Debt Credit Ratings Debt Category Others 2.3
Comparison with same funds
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -12.58% Ret 1Y -5.89% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -12.58% Ret 1Y -5.89% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -12.58% Ret 1Y -5.89% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -12.78% Ret 1Y -6.64% Ret 3Y 11.58% Ret 5Y 11.45%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -12.78% Ret 1Y -6.64% Ret 3Y 11.58% Ret 5Y 11.45%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -12.78% Ret 1Y -6.64% Ret 3Y 11.58% Ret 5Y 11.45%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M -9.74% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M -9.74% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M -9.74% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -11.17% Ret 1Y -0.88% Ret 3Y 11.86% Ret 5Y 7.02%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -11.17% Ret 1Y -0.88% Ret 3Y 11.86% Ret 5Y 7.02%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.4%
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
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.
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.
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) 5
Date of Incorporation 2005-09-29
Total AUM 76017.49
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 2.4% as of 24 Mar 2026.
What is the NAV of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment?
The NAV of Sundaram Infrastructure Advantage Fund Regular-IDCW Reinvestment is ₹51.4341 as of 24 Mar 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 ₹963.87 Cr as of 24 Mar 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 17.63%.
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 24 Mar 2026, is ₹51.4341.
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
- Rohit Seksaria
- Ratish Varier
- Ashish Aggarwal
- Siddarth Mohta