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Equity: Sectoral-Infrastructure
Sundaram Mutual Fund
Sundaram Mutual Fund · Equity: Sectoral-Infrastructure

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

To generate long-term returns by investing predominantly in equity / equityrelated instruments of companies engaged either directly or indirectly in infrastructure - and infrastructure related activities or expected to benefit from the growth and development of infrastructure. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.

EquityBenchmark · NIFTY Infrastructure TRITER · 2.26%Inception · 29-09-2005
NAV
101.32
+1.04% · as of 14-05-2026
Since inception
11.83%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹10 Cr
AUM
Expense ratio
2.26%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +11.83% CAGR vs benchmark +11.87%.

Portfolio

Where the money is invested

Top holdings

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-8.48%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-8.43%
RELIANCE INDUSTRIES LIMITED EQ7.85%
NTPC LIMITED EQ5.69%
ULTRATECH CEMENT LIMITED EQ3.45%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-3.10%
Sundaram Liquid Fund - Direct Growth2.87%
POWER GRID CORPORATION OF INDIA LIMITED EQ2.71%
TREPS2.24%
STATE BANK OF INDIA EQ NEW RE. 1/-2.24%

Sector allocation

Capital Goods23.95%
Oil, Gas & Consumable Fuels12.48%
Power11.52%
Telecommunication11.16%
Construction11.08%
Construction Materials5.71%
Automobile and Auto Components5.66%
Services4.42%
Financial Services4.24%
Consumer Durables1.61%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 11.8% p.a.
₹10,000
10 years
Projected value
₹23,00,015
Invested: ₹12,00,000
Gained: ₹11,00,015
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
S
Siddarth Mohta, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
129213
ISIN (Growth)
INF903J01F68
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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