Sundaram Infrastructure Advantage Fund Regular-IDCW Payout
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Equity, Thematic-Infrastructure, Principal at very high risk
1 Year Return 14.25% at 05 Feb 2026 10:45 AM
Fund Details
NAV 55.9578
Sub-Type Thematic-Infrastructure
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 20.35
Fund Size(in Crores) 947.4
Fund Performance
1 Month -0.62%
3 Month -0.49%
6 Month 3.07%
1 Year 14.25%
3 Year 23.15%
5 Year 20.83%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.27%) Market Cap Small Cap 41.6 Large Cap 36.92 Mid Cap 16.75 Top Sectors Capital Goods 22.41 Construction 19.02 Energy 15.91 Materials 14.17 Services 7.9 Metals & Mining 6.35 Automobile 2.94 Consumer Staples 2.31 Communication 1.88 Chemicals 1.6 Consumer Discretionary 0.78 Top Holding Kalpataru Projects Intl. 1.24 Bansal Wire Industries 0.72 Astral 1.29 ACC 1.36 The Phoenix Mills 1.67 Cyient DLM 0.78 TruAlt Bioenergy 1.09 Bharat Bijlee 0.91 3M India 1.42 KEC International 0.9 DEE Development Engineers 1.04 Torrent Power 2.07 SKF India 0.73 Ratnamani Metals & Tubes 1.36 Grindwell Norton 1.37 Mahindra Logistics 1.06 Power Grid Corporation Of India 1.7 GR Infraprojects 1.87 Tata Power Company 1.46 Schaeffler India 1.78 AIA Engineering 1.73 NTPC 3.8 Ambuja Cements 2.07 Adani Energy Solutions 2.66 Ultratech Cement 2.76 Data Patterns (India) 1.21 Siemens 1.2 SKF India (Industrial) 1.03 TARC 1.19 EPACK Durable 0.78 Grasim Industries 0.07 Siemens Energy India 1 Oberoi Realty 1.38 Larsen & Toubro 7.09 Adani Ports and Special Economic Zone 3.35 ABB India 1.58 Bharat Heavy Electricals 2.25 Aditya Birla Real Estate 0.89 PNC Infratech 1.3 Afcons Infrastructure 1.43 ZF Commercial 2.19 ISGEC Heavy Eng 0.78 Kross 0.75 Indus Towers 1.88 Cummins India 2.99 Kajaria Ceramics 1.04 KSB 1.6 Linde India 0.88 Adani Power 2.13 Nuvoco Vistas Corporation 1.93 KNR Constructions 0.91 Inox India 1.17 DLF 2.18 Timken India 1.2 Ellenbarrie Industrial Gases 0.72 Gujarat Pipavav Port 1.56 TCI Express 0.89 Hitachi Energy India 1.28 The Ramco Cements 3.65 Honeywell Automation India 0.95
Debt & Others (4.7299999999999995%) Sector Allocation Repo 2.12 Real Estate Investment Trusts 0.95 Cash/Net Current Assets 1.66 Debt Credit Ratings Debt Category Others 3.78 Brookfield India Real Estate Trust REIT 0.95
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular-Growth Ret 1M -0.93% Ret 1Y 6.3% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular-IDCW Ret 1M -0.93% Ret 1Y 6.3% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-Growth Ret 1M 0.02% Ret 1Y 11.19% Ret 3Y 21.89% Ret 5Y 20.66%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-IDCW Ret 1M 0.02% Ret 1Y 11.19% Ret 3Y 21.89% Ret 5Y 20.66%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-IDCW Reinvestment Ret 1M 0.02% Ret 1Y 11.19% Ret 3Y 21.89% Ret 5Y 20.66%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-Growth Ret 1M -3.26% Ret 1Y 1.9% Ret 3Y 24.73% Ret 5Y 22.98%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-IDCW Ret 1M -3.26% Ret 1Y 1.9% Ret 3Y 24.73% Ret 5Y 22.98%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-IDCW Reinvestment Ret 1M -3.26% Ret 1Y 1.9% Ret 3Y 24.73% Ret 5Y 22.98%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-Growth Ret 1M -1.48% Ret 1Y 13.76% Ret 3Y 25.58% Ret 5Y 23.61%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-IDCW Payout Ret 1M -1.48% Ret 1Y 13.76% Ret 3Y 25.58% Ret 5Y 23.61%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-IDCW Quarterly Payout Ret 1M -1.48% Ret 1Y 13.76% Ret 3Y 25.58% Ret 5Y 23.61%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.35%
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.
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.
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
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.
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) 9
Date of Incorporation 2005-09-29
Total AUM 2025-12-31
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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