NAV
₹110.1124
as of 16 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +9.66%
- 3Y
- +20.85%
- 5Y
- +19.06%
- Since Inception
- +14.22%
SIP returns (XIRR)
- 1Y
- +12.73%
- 3Y
- +13.79%
- 5Y
- +17.95%
- Since Inception
- +16.54%
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Electrical Equipment16.00%
- Power11.00%
- Construction11.00%
- Telecom - Services10.00%
- Petroleum Products9.00%
- Industrial Products7.00%
- Auto Components6.00%
- Cement & Cement Products5.00%
- Banks4.00%
- Transport Services3.00%
- Aerospace & Defense3.00%
- Oil2.00%
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 Ltd8.51%
- 2Bharti Airtel Ltd7.91%
- 3Reliance Industries Ltd7.37%
- 4Ntpc Ltd5.40%
- 5Ultratech Cement Ltd3.28%
- 6Bharat Electronics Ltd2.94%
- 7Power Grid Corporation Of India Ltd2.57%
- 8Hitachi Energy India Ltd2.37%
- 9Ge Vernova T And D India Ltd2.30%
- 10State Bank Of India2.16%
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