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Home Mf Research Sundaram Infrastructure Advantage Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Infrastructure Advantage Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,033.99 +3.40%
Two Week 2026-10-19 ₹1,000.00 ₹1,023.03 +2.30%
One Month 2026-10-05 ₹1,000.00 ₹1,007.35 +0.73%
Three Months 2026-08-05 ₹3,000.00 ₹2,905.16 -3.16%
Six Months 2026-05-07 ₹6,000.00 ₹5,735.82 -4.40%
One Year 2025-11-03 ₹12,000.00 ₹11,780.24 -1.83%
Three Year 2023-11-06 ₹36,000.00 ₹38,274.71 +6.32%
Five Year 2021-11-08 ₹60,000.00 ₹81,964.53 +36.61%
Ten Year 2016-11-07 ₹120,000.00 ₹264,696.96 +120.58%
Since Inception 2005-09-29 ₹257,000.00 ₹977,250.58 +280.25%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Electrical Equipment 14.43%
Construction 11.35%
Telecom - Services 10.23%
Power 9.76%
Petroleum Products 8.46%
Industrial Products 8.03%
Auto Components 6.76%
Cement & Cement Products 4.70%
Banks 4.16%
Transport Infrastructure 3.69%
Transport Services 3.49%
Aerospace & Defense 2.84%
Other 2.82%
Healthcare Services 1.86%
Oil 1.35%
Ferrous Metals 1.22%
Gas 1.16%
Realty 0.89%
Consumer Durables 0.80%
Leisure Services 0.79%
Non - Ferrous Metals 0.65%
Agricultural, Commercial & Construction Vehicles 0.59%
Engineering Services 0.00%

Top Holdings

Company-wise portfolio exposure

Larsen & Toubro Ltd 8.07%
Bharti Airtel Ltd 7.91%
Reliance Industries Ltd 6.57%
NTPC LTD 4.69%
Ultratech Cement Ltd 3.33%
Kirloskar Oil Engines Ltd 3.30%
Bharat Electronics Ltd 2.84%
S.J.S. Enterprises Ltd 2.45%
Kalpataru Projects International Ltd 2.37%
Hitachi Energy India Ltd 2.33%
GE Vernova T and D India Ltd 2.32%
Power Grid Corporation of India Ltd 2.26%
State Bank of India 2.08%
ICICI Bank Ltd 2.08%
Adani Ports and Special Economic Zone Ltd 1.95%
Bharat Petroleum Corporation Ltd 1.89%
Apollo Hospitals Enterprise Ltd 1.86%
Craftsman Automation Ltd 1.81%
JSW Infrastructure Ltd 1.74%
TATA Power Company Ltd 1.62%
ESAB India Ltd 1.50%
Thermax Ltd 1.47%
Bharat Heavy Electricals Ltd 1.46%
TD Power Systems Ltd 1.45%
ZF Commercial Vehicle Control Systems I Ltd 1.45%
JK Cement Ltd 1.38%
Interglobe Aviation Ltd 1.35%
Oil & Natural Gas Corporation Ltd 1.35%
Siemens Ltd 1.33%
Indus Towers Ltd (Prev Bharti Infratel Ltd) 1.32%
Cummins India Ltd 1.24%
Torrent Power Ltd 1.19%
ABB India Ltd 1.18%
GAIL (India) Ltd 1.16%
Delhivery Ltd 1.16%
KSB LTD 1.11%
Suzlon Energy Ltd 1.07%
Schaeffler India Ltd 1.06%
Bharti Hexacom Ltd 1.00%
Container Corporation of India Ltd 0.98%
NCC Ltd 0.91%
Sobha Ltd 0.89%
Kirlosakar Pneumatic Company Ltd 0.88%
Amber Enterprises India Ltd 0.80%
The Indian Hotels Company Ltd 0.79%
National Aluminium Company Ltd 0.65%
Siemens Energy India Limited 0.62%
Jindal Steel & Power Ltd 0.62%
Elecon Engineering Company Ltd 0.60%
Tata Steel Ltd 0.60%
Ashok Leyland Ltd 0.59%
Triveni Turbine Ltd 0.59%
Hindustan Dorr Oliver Ltd @ 0.00%
TREPS 1.41%
Cash and Other Net Current Assets 1.40%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
18.00%
Return volatility
β
Beta
0.9
Benchmark sensitivity
S
Sharpe Ratio
0.6
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.21% 6.45% 5.96%
Sundaram Money Market Fund - Regular Plan - Growth 6.19% 7.07% 6.20%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.16% 5.90% 35.00%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.88% 6.40% 29.56%
Sundaram Short Term Fund - Regular Plan - Growth 4.22% 6.69% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.85% 6.69% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.47% 6.58% 6.85%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To generate long-term returns by investing predominantly in equity / equityrelated 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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.32%
Expense Ratio (Direct)
1.81%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Infrastructure TRI

Exit Load

Charges that may apply when you redeem units

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