Sundaram Infrastructure Advantage Fund Direct Growth

Sundaram Infrastructure Advantage Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ratish Varier, Ashish Aggarwal. The fund could potentially beat inflation in the long-run.

1. Sundaram Infrastructure Advantage Fund Direct Growth has ₹901 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 2.3.
   

Sundaram Infrastructure Advantage Fund Direct Growth has given a CAGR return of 14.29% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.35%, 25.03% and 31.90% respectively.

Sundaram Infrastructure Advantage Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Energy, Communication, Utilities, Basic Materials, Financial Services, Consumer Cyclical, Real Estate. Its top holdings are Reliance Industries Ltd, Bharti Airtel Ltd, Larsen & Toubro Ltd, NTPC Ltd, UltraTech Cement Ltd

As it is a equity - infrastructure mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

To generate long-term returns by investing predominantly in equity / equity-related instruments of companies engaged either directly or indirectly in infrastructure - and infrastructure related activities or expected to benefit from the growth and development of infrastructure

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Infrastructure Advantage Fund Direct Growth has no lock in period.