Sundaram Infrastructure Advantage Fund Regular-Growth
Sundaram Infrastructure Advantage Fund Regular-Growth: Mutual Fund Overview
Sundaram Infrastructure Advantage Fund Regular-Growth is an Thematic-Infrastructure mutual fund with over 20.45 years of performance history. The scheme manages an AUM of ₹963.87 Cr and has a NAV of ₹94.9072. 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 17.65%.
Equity, Thematic-Infrastructure, Principal at very high risk
1 Year Return 17.65% at 12 Mar 2026 08:22 PM
Fund Details
NAV 94.9072
Sub-Type Thematic-Infrastructure
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 20.45
Fund Size(in Crores) 963.87
Fund Performance
1 Month -4.69%
3 Month -0.31%
6 Month 0.56%
1 Year 17.65%
3 Year 21.67%
5 Year 18.14%
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 (95.28%) Market Cap Small Cap 19.64 Mid Cap 13.53 Large Cap 62.11 Top Sectors Capital Goods 25.49 Energy 23.76 Construction 12.41 Communication 10.71 Materials 5.76 Services 4.58 Automobile 4.57 Financial 4.57 Consumer Discretionary 1.78 Healthcare 1.01 Metals & Mining 0.65 Top Holding Bharti Airtel 8.09 Thermax 0.65 Hitachi Energy India 1.86 Tata Power Company 1.63 Siemens 1.17 Reliance Industries 7.38 Bharat Petroleum Corporation 2.3 KSB 1.24 Jindal Steel 0.65 Kirloskar Oil Engines 1.62 Cummins India 1.68 Kirloskar Pneumatic 0.72 Apollo Hospitals Enterprise 1.01 TD Power Systems 1.5 Larsen & Toubro 9.32 ONGC 1.6 Ultratech Cement 3.68 Schaeffler India 1.13 Bharti Hexacom 1.08 JK Cement 1.17 NTPC 5.31 Delhivery 1.17 Indus Towers 1.53 ZF Commercial 1.49 Elecon Engineering 0.76 State Bank of India 2.49 Sobha 0.97 Bharat Electronics 3.11 Siemens Energy India 0.55 Interglobe Aviation 1.25 Dixon Technologies (India) 0.44 Bharat Heavy Electricals 0.89 Brigade Enterprises 0.22 Hindustan Dorr-Oliver 0 Amber Enterprises India 1.78 Container Corporation Of India 0.58 Power Grid Corporation Of India 2.48 GE Vernova T&D 2.04 Torrent Power 1.43 NCC 1.03 ICICI Bank 2.07 Triveni Turbine 0.87 Esab India 1.43 Ambuja Cements 0.91 Kei Industries 1.37 GAIL (India) 1.1 Kalpataru Projects Intl. 1.78 SJS Enterprises 1.83 Craftsman Automation 1.25 Suzlon Energy 1.11 Adani Ports and Special Economic Zone 1.58 ABB India 1.01
Debt & Others (4.72%) Sector Allocation Repo 4.45 Cash/Net Current Assets 0.27 Debt Credit Ratings Debt Category Others 4.72
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular-Growth Ret 1M -4.95% Ret 1Y 8.15% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular-IDCW Ret 1M -4.95% Ret 1Y 8.15% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-Growth Ret 1M -5.18% Ret 1Y 15.05% Ret 3Y 20.29% Ret 5Y 17.73%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-IDCW Ret 1M -5.18% Ret 1Y 15.05% Ret 3Y 20.29% Ret 5Y 17.73%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-IDCW Reinvestment Ret 1M -5.18% Ret 1Y 15.05% Ret 3Y 20.29% Ret 5Y 17.73%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-Growth Ret 1M -6.15% Ret 1Y 6.05% Ret 3Y 21.64% Ret 5Y 19.24%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-IDCW Ret 1M -6.15% Ret 1Y 6.05% Ret 3Y 21.64% Ret 5Y 19.24%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-IDCW Reinvestment Ret 1M -6.15% Ret 1Y 6.05% Ret 3Y 21.64% Ret 5Y 19.24%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-Growth Ret 1M -3.91% Ret 1Y 20.96% Ret 3Y 23.81% Ret 5Y 20.52%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-IDCW Payout Ret 1M -3.91% Ret 1Y 20.96% Ret 3Y 23.81% Ret 5Y 20.52%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-IDCW Quarterly Payout Ret 1M -3.91% Ret 1Y 20.96% Ret 3Y 23.81% Ret 5Y 20.52%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.37%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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) 8
Date of Incorporation 2005-09-29
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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