NAV
₹109.3971
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +7.76%
- 3Y
- +17.90%
- 5Y
- +17.59%
- Since Inception
- +14.03%
SIP returns (XIRR)
- 1Y
- +9.06%
- 3Y
- +11.72%
- 5Y
- +16.80%
- Since Inception
- +16.21%
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Electrical Equipment15.93%
- Construction11.83%
- Telecom - Services9.93%
- Power9.92%
- Petroleum Products8.35%
- Industrial Products8.10%
- Auto Components6.24%
- Cement & Cement Products4.51%
- Banks4.05%
- Transport Services3.34%
- Transport Infrastructure3.26%
- Aerospace & Defense2.78%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Infrastructure Advantage Fund · Direct · Growth?
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Infrastructure Advantage Fund Regular Plan - Growth
- 1Larsen & Toubro Ltd8.70%
- 2Bharti Airtel Ltd7.69%
- 3Reliance Industries Ltd6.60%
- 4Ntpc Ltd4.78%
- 5Ultratech Cement Ltd3.15%
- 6Bharat Electronics Ltd2.78%
- 7Kirloskar Oil Engines Ltd2.65%
- 8Ge Vernova T And D India Ltd2.52%
- 9Hitachi Energy India Ltd2.45%
- 10Power Grid Corporation Of India Ltd2.29%
Investment Objective
Sundaram Infrastructure Advantage Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Sundaram Infrastructure Advantage Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 13 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations