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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹873 Cr

Lock In Period

N/A

Expense Ratio

2.35

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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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 ₹101.0961 NAV as of Apr 24,2026 and returns since inception of 92.61%. Minimum investments start at SIP ₹100. The Sundaram Infrastructure Advantage Fund Growth AUM is ₹873 Cr, with a lock-in of N/A years, expense ratio of 2.35%, 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 Exit load is - 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment..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 13.28% returns, against a category average of 2.76% and a category best of 21.44%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M13.282.7621.44
6M5.721.8222.02
1Y14.895.7240.97
3Y24.4217.30127.36

Portfolio Analysis

  • Equity: 95.10%
  • Debt: 4.90%
  • Others
As on: 2026-03-31
View allocation % by

1. Reliance Industries Ltd7.85%
2. Bharat Petroleum Corporation Ltd1.85%

1. Bharti Airtel Ltd8.48%
2. Bharti Hexacom Ltd1.12%

1. Larsen & Toubro Ltd8.43%
2. NCC Ltd0.98%

1. NTPC LTD5.69%
2. TATA Power Company Ltd1.80%
3. Torrent Power Ltd1.32%

1. Power Grid Corporation of India Ltd2.71%
2. GE Vernova T and D India Ltd2.13%
3. Kalpataru Projects International Ltd1.67%

1. Ultratech Cement Ltd3.45%
2. JK Cement Ltd1.46%
3. Ambuja Cements Ltd0.80%

1. TD Power Systems Ltd1.56%
2. Suzlon Energy Ltd1.13%
3. Bharat Heavy Electricals Ltd0.91%
4. Triveni Turbine Ltd0.86%
5. Elecon Engineering Company Ltd0.71%

1. Kirloskar Oil Engines Ltd1.71%
2. Cummins India Ltd1.70%

1. Bharat Electronics Ltd3.10%

1. Thermax Ltd1.49%
2. Craftsman Automation Ltd1.28%

1. State Bank of India2.24%

1. ICICI Bank Ltd2.00%

1. Hitachi Energy India Ltd1.94%

1. Oil & Natural Gas Corporation Ltd1.79%

1. Delhivery Ltd1.24%
2. Container Corporation of India Ltd0.55%

1. S.J.S. Enterprises Ltd1.78%

1. ABB India Ltd1.09%
2. Siemens Energy India Limited0.53%

1. Amber Enterprises India Ltd1.61%

1. Indus Towers Ltd (Prev Bharti Infratel Ltd)1.56%

1. Adani Ports and Special Economic Zone Ltd1.50%

1. ZF Commercial Vehicle Control Systems I Ltd1.50%

1. ESAB India Ltd1.42%

1. KSB LTD1.42%

1. Interglobe Aviation Ltd1.13%

1. Siemens Ltd1.11%

1. Schaeffler India Ltd1.10%

1. Apollo Hospitals Enterprise Ltd1.06%

About Fund

Sundaram Infrastructure Advantage Fund Growth managed by Sundaram Mutual Fund,is a Infrastructurescheme with Assets Under Management of ₹873 Crore. The fund benchmarks its performance against the BSE 100 Total Return while maintaining an expense ratio of 2.35. 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.

Fund Managers

Siddarth Mohta

Mr. Siddarth Mohta has done MBA (Finance), Financial Risk Management. Has over 16 years of experience as an Equity Analyst/Finance Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHSBC Infrastructure Fund Growth32057.6 CR2.09
This FundAditya Birla Sun Life Infrastructure Fund Growth11000.74 CR2.32
This FundSundaram Infrastructure Advantage Fund Growth3872.61 CR2.35
This FundNippon India Power & Infra Fund Growth06533.73 CR1.86
This FundLIC MF Infrastructure Fund Growth4904.53 CR2.28
Fund Name1Y3Y
This FundHSBC Infrastructure Fund Growth10.491986.7091
This FundAditya Birla Sun Life Infrastructure Fund Growth15.037987.6778
This FundSundaram Infrastructure Advantage Fund Growth14.890692.6066
This FundNippon India Power & Infra Fund Growth14.3773112.5431
This FundLIC MF Infrastructure Fund Growth15.2756118.7922

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 2.35. 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 : 13.28%
  • 6 Months : 5.72%
  • 1 Year : 14.89%
  • 3 Years : 24.42%
Returns of Sundaram Infrastructure Advantage Fund Growth are updated daily based on NAV of ₹ 101.0961 as on Apr 24,2026. Since inception, the return has been 92.61%.

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 ₹873 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