Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund

Equity

Sundaram Mutual Fund

Equity - Infrastructure

Get the latest NAV of Sundaram Infrastructure Advantage Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹103.55

▲3%1D

NAV as on 03 Feb 2026

14.11%/per year

Since Inception

Absolute Gain%

▲▼

391 people have invested ₹ 5.6L in Sundaram Infrastructure Advantage Fund in the last three months

Sundaram Infrastructure Advantage Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (03-Feb-26)

The fund has outperformed the benchmark (Nifty 500) over 3Y, but underperformed over 1Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-1.69%
-1.56%
2.95%
15.74%
23.43%
21.51%
Nifty 500
-1.53%
3.41%
9.55%
16.15%
14.01%
--
Equity - Infrastructure Avg
-2.69%
-3.98%
0.61%
9.1%
23.43%
22.7%
Best in Equity - Infrastructure
-1.69%
-1.56%
4.72%
15.74%
28.25%
28.66%
Worst in Equity - Infrastructure
-8.6%
-10.66%
-9.05%
-3.37%
18.67%
17.96%

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Sundaram Infrastructure Advantage Fund
-
947Cr
1.59%
15.74%
23.43%
1.45
0.88
0.98
1.62
-0.06
ICICI Prudential Infrastructure Fund
1/14
8,134Cr
1.15%
13.54%
26.22%
3.75
0.88
1.17
2.18
0.43
HDFC Infrastructure Fund
2/14
2,452Cr
1.15%
11.94%
28.08%
4.71
0.88
1.14
2.12
0.40
Canara Robeco Infrastructure Fund
3/14
894Cr
1.01%
15.23%
26.95%
4.42
0.90
1.06
1.87
0.31
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: 5Y returns in the bottom 25% of the category
5Y returns in the bottom 25% of the category

Sundaram Infrastructure Advantage Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Sundaram Infrastructure Advantage Fund Asset Allocation

See fund asset allocation details as on (14-Jan-26)

Fund Distribution

as on (14-Jan-26)

Large cap
59.4%
Small cap
20.5%
Mid cap
15.3%
Mid Cap allocation has gone down from 15.6% to 15.3%
Mid Cap allocation has gone down from 15.6% to 15.3%
Large Cap allocation has gone up from 59.4% to 59.4%
Large Cap allocation has gone up from 59.4% to 59.4%
Small Cap allocation has gone up from 20.3% to 20.5%
Small Cap allocation has gone up from 20.3% to 20.5%
Cash allocation has gone up from 4.6% to 4.8%
Cash allocation has gone up from 4.6% to 4.8%

Sundaram Infrastructure Advantage Fund Sector Allocation

See fund sector allocation details as on (14-Jan-26)

Sector Allocation

Industrial
40.9%
Utilities
12.3%
Energy
12.3%
Communication
12%
Consumer Cyclical
7.9%
Basic Materials
7.8%
Financial Services
4.2%
Real Estate
2.7%

Top 3 Sectors in December were Industrial, Energy & Communication

Dec'25

Industrial

41%

Energy

13%

Communication

13%

Nov'25

Industrial

41%

Energy

12%

Communication

12%

Sundaram Infrastructure Advantage Fund Holdings Details

as on (31-Jan-26)

Holdings
Weight%
1M Change
Bharti Airtel Ltd
9.22%
0%
Larsen & Toubro Ltd
9.05%
0%
Reliance Industries Ltd
8.45%
0%
NTPC Ltd
4.66%
0%
UltraTech Cement Ltd
3.48%
0%
See all
Top Stocks bought last month
ZF Commercial Vehicle Control Systems India Ltd's allocation increased from 1.31% to 1.49%
ZF Commercial Vehicle Control Systems India Ltd's allocation increased from 1.31% to 1.49%
Bharat Petroleum Corp Ltd's allocation increased from 2.15% to 2.33%
Bharat Petroleum Corp Ltd's allocation increased from 2.15% to 2.33%
Larsen & Toubro Ltd's allocation increased from 8.89% to 9.05%
Larsen & Toubro Ltd's allocation increased from 8.89% to 9.05%
Top Stocks sold last month
Bharat Electronics Ltd's allocation decreased from 2.89 % to 2.85 %
Bharat Electronics Ltd's allocation decreased from 2.89 % to 2.85 %
Power Grid Corp Of India Ltd's allocation decreased from 2.25 % to 2.23 %
Power Grid Corp Of India Ltd's allocation decreased from 2.25 % to 2.23 %
ICICI Bank Ltd's allocation decreased from 2.1 % to 2.06 %
ICICI Bank Ltd's allocation decreased from 2.1 % to 2.06 %

Sundaram Infrastructure Advantage Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.59%
Benchmark
Nifty Infrastructure TR INR
AUM₹947 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
0.5%
Lock InNo Lock-in
TurnOver
40.52%
Risk
Risk meter
pointer
Very High Risk

About Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Siddarth Mohta. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram Infrastructure Advantage Fund has ₹947 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
  2. The fund has an expense ratio 1.6.

Returns

Sundaram Infrastructure Advantage Fund has given a CAGR return of 14.11% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 15.74%, 23.43% and 21.51% respectively.

Holdings

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

Taxation

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.

Investment objective of Sundaram Infrastructure Advantage Fund

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 and lockin period

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

Fund Manager

Siddarth Mohta

Fund Manager of Sundaram Infrastructure Advantage Fund, since 21 January 2026

Learn more about Sundaram Mutual Fund
Parameters
Dec'25
Nov'25
Oct'25
AUM
₹ 947.4 Cr
₹ 961.2 Cr
₹ 967.8 Cr
  • AUM of the fund stands at 947.4 Cr as of Dec'25
  • AUM decreased by 13.8 Cr between Dec'25 and Nov'25

Compare Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund

VS

ICICI Prudential Infrastructure Fund

Frequently Asked Questions for Sundaram Infrastructure Advantage Fund

How do I invest in Sundaram Infrastructure Advantage Fund?

INDmoney makes it simple to invest in the Sundaram Infrastructure Advantage Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Sundaram Infrastructure Advantage Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Sundaram Infrastructure Advantage Fund?

The NAV of the fund today is ₹103.55. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram Infrastructure Advantage Fund fund has generated a return of 15.74% in 1 year, 23.43% in 3 years, 21.51% in 5 years.

Who is the fund manager of Sundaram Infrastructure Advantage Fund?

The fund managers are Siddarth Mohta.

What is the exit load of the fund?

The exit load is 0.5% if redeemed in 0-30 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.59%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹947 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram Infrastructure Advantage Fund?

The top 3 holdings of the fund are Bharti Airtel Ltd(9.22%), Larsen & Toubro Ltd(9.05%), Reliance Industries Ltd(8.45%)