Sundaram Infrastructure Advantage Fund - Growth - Direct Plan

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  • 1.19 %Nav, as on 20-02-2025

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Fund Overview Growth | Direct 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 Direct Plan - Growth -9.23 -10.25 2.23 18.71 20.40 13.56
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 Direct Plan - Growth Jan 02, 2013 2.23 18.71 20.40 1.80 908.35
ICICI Prudential Infrastructure Fund - Direct Plan - Growth Jan 01, 2013 6.43 28.61 28.99 1.15 7,434.93
DSP India T.I.G.E.R. Fund - Direct Plan - Growth Dec 31, 2012 6.15 26.07 25.35 0.83 5,003.45
SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH Jan 02, 2013 1.30 22.76 23.15 0.83 4,867.23
Quant Infrastructure Fund - Growth Option-Direct Plan Jan 07, 2013 -9.36 18.98 32.17 0.73 3,303.71
Franklin Build India Fund - Direct - Growth Jan 01, 2013 3.35 26.23 25.89 1.01 2,658.84

Fund Holdings as on 31-January-2025

  • Larsen & Toubro Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • TREPS

  • NTPC LTD

  • Ultratech Cement Ltd

  • Power Grid Corporation of India Ltd

  • Bharat Electronics Ltd

  • ICICI Bank Ltd

  • GE Vernova T and D India Ltd

  • Amber Enterprises India Ltd

  • ESAB India Ltd

  • Bharat Petroleum Corporation Ltd

  • Brigade Enterprises Ltd

  • State Bank of India

  • JK Cement Ltd

  • KEI Industries Ltd

  • Oil & Natural Gas Corporation Ltd

  • H.G. Infra Engineering Ltd

  • Kalpataru Projects International Ltd

  • TD Power Systems Ltd

  • Bharti Hexacom Ltd

  • NCC Ltd

  • KSB LTD

  • TATA Power Company Ltd

  • Siemens Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Interglobe Aviation Ltd

  • S.J.S. Enterprises Ltd

  • Kirloskar Oil Engines Ltd

  • Sobha Ltd

  • Kirlosakar Pneumatic Company Ltd

  • Triveni Turbine Ltd

  • Craftsman Automation Ltd

  • Elecon Engineering Company Ltd

  • GAIL (India) Ltd

  • Thermax Ltd

  • Grindwell Norton Ltd

  • Ambuja Cements Ltd

  • ABB India Ltd

  • APL Apollo Tubes Ltd

  • Cummins India Ltd

  • Suzlon Energy Ltd

  • Schaeffler India Ltd

  • Honeywell Automation India Ltd

  • REC Ltd

  • Praj Industries Ltd

  • Cash and Other Net Current Assets

  • Hitachi Energy India Ltd

  • Delhivery Ltd

  • Torrent Power Ltd

  • Container Corporation of India Ltd

  • Bharat Heavy Electricals Ltd

  • Green Panel Industries Ltd

  • Sterling and Wilson Renewable Energy Ltd

  • Jindal Steel & Power Ltd

  • Apar 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

  • Construction - Real Estate

  • Compressors / Pumps

  • Auto Ancillary

  • Defence

  • Bank - Private

  • Air Conditioners

  • Electrodes & Welding Equipment

  • Bank - Public

  • Cable

  • Oil Exploration

  • Port

  • Airlines

  • Industrial Gases & Fuels

  • Abrasives

  • Diesel Engines

  • Steel & Iron Products

  • Consumer Durables - Electronics

  • Bearings

  • Finance Term Lending

  • Courier Services

  • Logistics

  • Wood & Wood Products

  • Steel/Sponge Iron/Pig Iron

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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 02-Jan-2013 and currently has an AUM of ₹908.35 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 ₹1.02(1.19%)yesterday to ₹86.7465.

Among its top 3 holdings the fund has exposure to Larsen & Toubro 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