Sundaram Infrastructure Advantage Fund - Growth - Regular Plan

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  • 0.31 %Nav, as on 04-07-2025

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  • Net Change on 04-07-2025

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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 3.13 16.39 -1.32 28.33 29.27 12.16
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 -1.32 28.33 29.27 2.40 951.58
ICICI Prudential Infrastructure Fund - Growth Aug 31, 2005 3.75 35.75 37.38 1.85 7,920.29
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 -5.38 33.35 34.13 1.88 5,319.48
SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH Jul 06, 2007 -4.05 29.67 29.49 1.90 5,060.25
Quant Infrastructure Fund - Growth Option Aug 26, 2007 -13.06 25.49 39.33 1.91 3,370.02
Franklin Build India Fund Growth Plan Sep 04, 2009 -0.99 34.34 33.41 1.99 2,857.07

Fund Holdings as on 31-May-2025

  • Bharti Airtel Ltd

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • NTPC LTD

  • TREPS

  • Ultratech Cement Ltd

  • ICICI Bank Ltd

  • Bharat Electronics Ltd

  • Power Grid Corporation of India Ltd

  • GE Vernova T and D India Ltd

  • Bharat Petroleum Corporation Ltd

  • JK Cement Ltd

  • TATA Power Company Ltd

  • Adani Ports and Special Economic Zone Ltd

  • State Bank of India

  • Kalpataru Projects International Ltd

  • Suzlon Energy Ltd

  • Bharti Hexacom Ltd

  • TD Power Systems Ltd

  • Brigade Enterprises Ltd

  • Amber Enterprises India Ltd

  • S.J.S. Enterprises Ltd

  • Interglobe Aviation Ltd

  • Oil & Natural Gas Corporation Ltd

  • KSB LTD

  • Craftsman Automation Ltd

  • ESAB India Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Elecon Engineering Company Ltd

  • Hitachi Energy India Ltd

  • GAIL (India) Ltd

  • Kirlosakar Pneumatic Company Ltd

  • Siemens Ltd

  • Sobha Ltd

  • APL Apollo Tubes Ltd

  • Schaeffler India Ltd

  • Cummins India Ltd

  • Ambuja Cements Ltd

  • ABB India Ltd

  • H.G. Infra Engineering Ltd

  • Kirloskar Oil Engines Ltd

  • NCC Ltd

  • Cash and Other Net Current Assets

  • KEI Industries Ltd

  • Bharat Heavy Electricals Ltd

  • Delhivery Ltd

  • Torrent Power Ltd

  • Triveni Turbine Ltd

  • Bharat Forge Ltd

  • Praj Industries Ltd

  • Container Corporation of India Ltd

  • Thermax Ltd

  • Grindwell Norton Ltd

  • REC Ltd

  • Siemens Energy India Limited

  • Jindal Steel & Power Ltd

  • Hindustan Dorr Oliver Ltd @

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  • Engineering - Construction

  • Telecommunication - Service Provider

  • Refineries

  • Power Generation/Distribution

  • Electric Equipment

  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Miscellaneous

  • Bank - Private

  • Auto Ancillary

  • Defence

  • Construction - Real Estate

  • Compressors / Pumps

  • Port

  • Bank - Public

  • Air Conditioners

  • Airlines

  • Oil Exploration

  • Electrodes & Welding Equipment

  • Industrial Gases & Fuels

  • Steel & Iron Products

  • Bearings

  • Diesel Engines

  • Cable

  • Courier Services

  • Forgings

  • Logistics

  • Abrasives

  • Finance Term Lending

  • Unspecified

  • 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 29-Sep-2005 and currently has an AUM of ₹951.58 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 ₹0.29(0.31%)yesterday to ₹96.7647.

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

The Sundaram Infrastructure Advantage Fund is managed by Ashish Aggarwal .

Fund House Contact

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

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