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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹964 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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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 ₹91.5733 NAV as of Apr 02,2026 and returns since inception of 74.94%. Minimum investments start at SIP ₹100. The Sundaram Infrastructure Advantage Fund Growth AUM is ₹964 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 Exit load is - 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment..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 -6.41% returns, against a category average of -1.77% and a category best of 3.90%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.41 | -1.77 | 3.90 |
| 6M | -2.91 | 0.51 | 22.02 |
| 1Y | 7.45 | 4.53 | 40.97 |
| 3Y | 20.49 | 15.39 | 107.69 |
Portfolio Analysis
- Equity: 95.31%
- Debt: 4.69%
- Others
As on: 2026-02-28
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About Fund
Sundaram Infrastructure Advantage Fund Growth managed by Sundaram Mutual Fund,is a Infrastructurescheme with Assets Under Management of ₹964 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBandhan Infrastructure Fund Growth | 4 | 1468.88 CR | 2.14 |
| This FundInvesco India Infrastructure Fund Growth | 3 | 1369.78 CR | 2.15 |
| This FundSundaram Infrastructure Advantage Fund Growth | 1 | 963.88 CR | 2.35 |
| This FundLIC MF Infrastructure Fund Growth | 3 | 1006.68 CR | 2.23 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBandhan Infrastructure Fund Growth | -6.7567 | 71.2714 |
| This FundInvesco India Infrastructure Fund Growth | -1.9494 | 72.4745 |
| This FundSundaram Infrastructure Advantage Fund Growth | 7.4467 | 74.9378 |
| This FundLIC MF Infrastructure Fund Growth | 6.8482 | 99.8928 |
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 : -6.41%
- 6 Months : -2.91%
- 1 Year : 7.45%
- 3 Years : 20.49%
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 ₹964 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