Sundaram Infrastructure Advantage Fund · Regular · Growth
NAV
₹103.7041
as of 17 Jun 2026
Expense Ratio
2.35%
AUM
₹927 Cr
Lumpsum returns (CAGR)
- 1Y
- +10.68%
- 3Y
- +20.64%
- 5Y
- +18.80%
- Since Inception
- +11.95%
SIP returns (XIRR)
- 1Y
- +14.40%
- 3Y
- +13.92%
- 5Y
- +17.73%
- Since Inception
- +12.15%
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,24,500
Invested
₹4,86,911
Value today
11.8%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹9,841
Value today
11.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹12,45,000
Withdrawn
₹49,71,691
Corpus left
+₹52,16,691 net gain — withdrew ₹12,45,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹47,45,570
Value today
-19.6%
vs lumpsum
Direct lumpsum would have beaten STP by 19.6% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹5,00,488
Value today
5.0×
Multiple
Staying invested through that crash turned ₹1L into ₹5,00,488 — a 5.0× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised0.16
Sharpe Ratio
+0.06
Alpha
0.50
Beta
0.15
Sortino
16.14%
Std Dev
-17.91%
Max Drawdown
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.
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Fund Details
Available transactions
Portfolio holdings
- 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 · Regular · 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 · Regular · Growth is a Sectoral / Thematic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹927 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.35%.
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