Sundaram Infrastructure Advantage Fund - Growth - Regular Plan

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  • 1.43 %Nav, as on 21-04-2025

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  • Net Change on 21-04-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Infrastructure Advantage Fund Regular Plan - Growth 7.87 -2.61 3.66 18.75 29.77 11.68
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Infrastructure - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sep 29, 2005 3.66 18.75 29.77 2.49 882.01
ICICI Prudential Infrastructure Fund - Growth Aug 31, 2005 6.63 27.30 37.42 1.88 7,213.94
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 3.64 24.52 33.56 1.89 4,879.56
SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH Jul 06, 2007 2.29 22.70 30.87 1.90 4,680.96
Quant Infrastructure Fund - Growth Option Aug 26, 2007 -11.29 15.95 40.36 1.95 3,158.34
Franklin Build India Fund Growth Plan Sep 04, 2009 5.93 26.52 33.71 2.01 2,641.63

Fund Holdings as on 31-March-2025

  • Bharti Airtel Ltd

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • NTPC LTD

  • TREPS

  • Ultratech Cement Ltd

  • ICICI Bank Ltd

  • Power Grid Corporation of India Ltd

  • Bharat Electronics Ltd

  • Bharat Petroleum Corporation Ltd

  • Amber Enterprises India Ltd

  • JK Cement Ltd

  • State Bank of India

  • GE Vernova T and D India Ltd

  • Oil & Natural Gas Corporation Ltd

  • TATA Power Company Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Interglobe Aviation Ltd

  • Kalpataru Projects International Ltd

  • Brigade Enterprises Ltd

  • TD Power Systems Ltd

  • ESAB India Ltd

  • Bharti Hexacom Ltd

  • Craftsman Automation Ltd

  • Siemens Ltd

  • KSB LTD

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Suzlon Energy Ltd

  • GAIL (India) Ltd

  • Kirlosakar Pneumatic Company Ltd

  • H.G. Infra Engineering Ltd

  • REC Ltd

  • Ambuja Cements Ltd

  • S.J.S. Enterprises Ltd

  • Sobha Ltd

  • Cummins India Ltd

  • Torrent Power Ltd

  • ABB India Ltd

  • APL Apollo Tubes Ltd

  • Kotak Mahindra Bank Ltd

  • Schaeffler India Ltd

  • NCC Ltd

  • Grindwell Norton Ltd

  • Triveni Turbine Ltd

  • Hitachi Energy India Ltd

  • Elecon Engineering Company Ltd

  • Kirloskar Oil Engines Ltd

  • Thermax Ltd

  • Bharat Heavy Electricals Ltd

  • Bharat Forge Ltd

  • Praj Industries Ltd

  • Container Corporation of India Ltd

  • Delhivery Ltd

  • KEI Industries Ltd

  • Cash and Other Net Current Assets

  • Jindal Steel & Power Ltd

  • Honeywell Automation India Ltd

  • Sterling and Wilson Renewable Energy Ltd

  • Green Panel Industries Ltd

  • Hindustan Dorr Oliver Ltd @

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  • Engineering - Construction

  • Telecommunication - Service Provider

  • Power Generation/Distribution

  • Refineries

  • Electric Equipment

  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Miscellaneous

  • Bank - Private

  • Construction - Real Estate

  • Compressors / Pumps

  • Auto Ancillary

  • Defence

  • Air Conditioners

  • Bank - Public

  • Oil Exploration

  • Port

  • Airlines

  • Electrodes & Welding Equipment

  • Industrial Gases & Fuels

  • Finance Term Lending

  • Diesel Engines

  • Steel & Iron Products

  • Bearings

  • Abrasives

  • Forgings

  • Logistics

  • Courier Services

  • Cable

  • Steel/Sponge Iron/Pig Iron

  • Consumer Durables - Electronics

  • Wood & Wood Products

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  • Cash

  • Equity

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About Sundaram Infrastructure Advantage Fund

Scheme Analysis

Sundaram Infrastructure Advantage Fund is a Equity - Sectoral Fund - Infrastructure fund and belongs to Sundaram Mutual Fund. It was launched on 29-Sep-2005 and currently has an AUM of ₹882.01 crore. Sundaram Infrastructure Advantage Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Infrastructure - TRI as secondary index.

The NAV of Sundaram Infrastructure Advantage Fund ended up ₹1.24(1.43%)yesterday to ₹88.0806.

Among its top 3 holdings the fund has exposure to Bharti Airtel Ltd, and

The Sundaram Infrastructure Advantage Fund is managed by Ratish Varier and Ashish Aggarwal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156