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Sundaram Infrastructure Advantage Fund Regular-Growth
Equity, Thematic-Infrastructure, Principal at very high risk
1 Year Return 24.69%
Fund Details
NAV 99.7106
Sub-Type Thematic-Infrastructure
Rating 3
Min. SIP Amount 100.0
Fund Age(Year) 20.39
Fund Size 916.58
Fund Performance
1 Month 6.19%
3 Month 1.19%
6 Month 6.29%
1 Year 24.69%
3 Year 23.39%
5 Year 20.37%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular-Growth Ret 1M 5.0% Ret 1Y 15.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular-IDCW Ret 1M 5.0% Ret 1Y 15.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-Growth Ret 1M 5.04% Ret 1Y 21.28% Ret 3Y 22.18% Ret 5Y 19.34%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-IDCW Ret 1M 5.04% Ret 1Y 21.28% Ret 3Y 22.18% Ret 5Y 19.34%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-IDCW Reinvestment Ret 1M 5.04% Ret 1Y 21.28% Ret 3Y 22.18% Ret 5Y 19.34%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-Growth Ret 1M 2.77% Ret 1Y 11.66% Ret 3Y 23.99% Ret 5Y 21.56%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-IDCW Ret 1M 2.77% Ret 1Y 11.66% Ret 3Y 23.99% Ret 5Y 21.56%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-IDCW Reinvestment Ret 1M 2.77% Ret 1Y 11.66% Ret 3Y 23.99% Ret 5Y 21.56%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-Growth Ret 1M 2.16% Ret 1Y 23.99% Ret 3Y 24.82% Ret 5Y 22.85%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-IDCW Payout Ret 1M 2.16% Ret 1Y 23.99% Ret 3Y 24.82% Ret 5Y 22.85%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-IDCW Quarterly Payout Ret 1M 2.16% Ret 1Y 23.99% Ret 3Y 24.82% Ret 5Y 22.85%
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
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.
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) 5
Date of Incorporation 2005-09-29
Total AUM 2026-01-31
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.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.66%) Market Cap Small Cap 20.03 Mid Cap 13.64 Large Cap 62 Top Sectors Capital Goods 24.66 Energy 23.73 Construction 12.96 Communication 11.58 Materials 6.06 Automobile 4.65 Services 4.62 Financial 4.49 Consumer Discretionary 1.34 Healthcare 0.95 Metals & Mining 0.62 Top Holding Bharti Airtel 8.91 Thermax 0.63 Hitachi Energy India 1.44 Tata Power Company 1.66 Siemens 1.12 Reliance Industries 7.76 Bharat Petroleum Corporation 2.29 Jindal Steel 0.62 KSB 1.2 Kirloskar Oil Engines 1.43 Kirloskar Pneumatic 0.75 Cummins India 1.48 Apollo Hospitals Enterprise 0.95 ONGC 1.61 Larsen & Toubro 9.01 Ultratech Cement 3.88 TD Power Systems 1.27 Schaeffler India 0.99 Bharti Hexacom 1.1 JK Cement 1.21 Indus Towers 1.58 NTPC 5.2 ZF Commercial 1.55 Delhivery 1.2 Elecon Engineering 0.78 State Bank of India 2.35 Sobha 1.06 Bharat Electronics 3.31 Siemens Energy India 0.49 Interglobe Aviation 1.25 H.G. Infra Engineering 0.49 Dixon Technologies (India) 0.46 Brigade Enterprises 0.98 Bharat Heavy Electricals 0.93 Hindustan Dorr-Oliver 0 Power Grid Corporation Of India 2.24 Container Corporation Of India 0.62 Amber Enterprises India 1.34 GE Vernova T&D 1.8 Torrent Power 1.33 ICICI Bank 2.14 NCC 0.48 Triveni Turbine 0.94 Ambuja Cements 0.97 Praj Industries 0.21 Esab India 1.52 Kei Industries 1.36 GAIL (India) 1.14 Kalpataru Projects Intl. 1.72 SJS Enterprises 1.82 Craftsman Automation 1.28 Suzlon Energy 1.3 Adani Ports and Special Economic Zone 1.55 ABB India 0.97
Debt & Others (4.34%) Sector Allocation Repo 3.54 Cash/Net Current Assets 0.8 Debt Credit Ratings Debt Category Others 4.34
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