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  • Sundaram-infrastructure-advantage-fund-growth-14051994-2066

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹917 Cr

Lock In Period

N/A

Expense Ratio

2.37

Benchmark

BSE 100 Total Return

Exit Load

0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.

Summary

Latest details for Sundaram Infrastructure Advantage Fund Growth include a ₹95.0182 NAV as of Mar 09,2026 and returns since inception of 83.92%. Minimum investments start at SIP ₹100. The Sundaram Infrastructure Advantage Fund Growth AUM is ₹917 Cr, with a lock-in of N/A years, expense ratio of 2.37%, and benchmark BSE 100 Total Return. Exit load is - 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -0.46% returns, against a category average of -0.66% and a category best of 3.90%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.46-0.663.90
6M3.782.1222.02
1Y19.966.5240.97
3Y22.5216.22116.55

Portfolio Analysis

  • Equity: 95.67%
  • Debt: 4.34%
  • Others
As on: 2026-01-31
View allocation % by

1. Reliance Industries Ltd7.76%
2. Bharat Petroleum Corporation Ltd2.29%

1. Bharti Airtel Ltd8.91%
2. Bharti Hexacom Ltd1.10%

1. Larsen & Toubro Ltd9.01%
2. H.G. Infra Engineering Ltd0.49%
3. NCC Ltd0.48%

1. NTPC LTD5.20%
2. TATA Power Company Ltd1.66%
3. Torrent Power Ltd1.33%

1. Ultratech Cement Ltd3.88%
2. JK Cement Ltd1.21%
3. Ambuja Cements Ltd0.97%

1. Power Grid Corporation of India Ltd2.24%
2. GE Vernova T and D India Ltd1.80%
3. Kalpataru Projects International Ltd1.72%

1. Suzlon Energy Ltd1.30%
2. TD Power Systems Ltd1.27%
3. Triveni Turbine Ltd0.94%
4. Bharat Heavy Electricals Ltd0.93%
5. Elecon Engineering Company Ltd0.78%
6. Praj Industries Ltd0.21%

1. Bharat Electronics Ltd3.31%

1. Cummins India Ltd1.48%
2. Kirloskar Oil Engines Ltd1.43%

1. State Bank of India2.35%

1. ICICI Bank Ltd2.14%

1. Sobha Ltd1.06%
2. Brigade Enterprises Ltd0.98%

1. Craftsman Automation Ltd1.28%
2. Thermax Ltd0.63%

1. S.J.S. Enterprises Ltd1.82%

1. Delhivery Ltd1.20%
2. Container Corporation of India Ltd0.62%

1. Oil & Natural Gas Corporation Ltd1.61%

1. Indus Towers Ltd (Prev Bharti Infratel Ltd)1.58%

1. ZF Commercial Vehicle Control Systems I Ltd1.55%

1. Adani Ports and Special Economic Zone Ltd1.55%

1. ESAB India Ltd1.52%

1. ABB India Ltd0.97%
2. Siemens Energy India Limited0.49%

1. Hitachi Energy India Ltd1.44%

1. KEI Industries Ltd1.36%

1. Amber Enterprises India Ltd1.34%

1. Interglobe Aviation Ltd1.25%

1. KSB LTD1.20%

1. GAIL (IndiLtd1.14%

1. Siemens Ltd1.12%

About Fund

Sundaram Infrastructure Advantage Fund Growth managed by Sundaram Mutual Fund,is a Infrastructurescheme with Assets Under Management of ₹917 Crore. The fund benchmarks its performance against the BSE 100 Total Return while maintaining an expense ratio of 2.37. Under the expert guidance of Siddarth Mohta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHSBC Infrastructure Fund Growth22198.29 CR2.08
This FundBandhan Infrastructure Fund Growth41428.17 CR2.14
This FundSundaram Infrastructure Advantage Fund Growth1916.59 CR2.37
This FundFranklin Build India Fund Growth53002.96 CR2
This FundLIC MF Infrastructure Fund Growth3946.24 CR2.25
Fund Name1Y3Y
This FundHSBC Infrastructure Fund Growth13.779280.534
This FundBandhan Infrastructure Fund Growth6.290683.8342
This FundSundaram Infrastructure Advantage Fund Growth19.962783.9218
This FundFranklin Build India Fund Growth17.1302101.0179
This FundLIC MF Infrastructure Fund Growth17.4455108.5879

FAQs

Sundaram Infrastructure Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Infrastructure Advantage Fund Growth is 2.37. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Infrastructure Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : -0.46%
  • 6 Months : 3.78%
  • 1 Year : 19.96%
  • 3 Years : 22.52%
Returns of Sundaram Infrastructure Advantage Fund Growth are updated daily based on NAV of ₹ 95.0182 as on Mar 09,2026. Since inception, the return has been 83.92%.

You can invest in Sundaram Infrastructure Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Infrastructure Advantage Fund Growth is ₹917 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Infrastructure Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500