RV
Ratish VarierFund Manager Since 23 Jul 2020
EquityEquity - Infrastructure
Sundaram Infrastructure Advantage Fund Direct Growth
3Y Annualised
20.23%
-1.86% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-4.81%
-1.86% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 9 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹947.40 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹100
Exit load
0.01%
0.5% - For redemption,withdrawn by way of SWPor transfer by way ofSwitch/STP within 30 daysfrom the date of allotment.NIL - For redemption orwithdrawn by way of SWPor transfer by way ofSwitch/STP after 30 daysfrom the date of allotment
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
HSBC Infrastructure Equity Fund Growth Direct
12.01%
2nd
HSBC Infrastructure Equity Fund - IDCW Direct
11.98%
3rd
HSBC Infrastructure Equity Fund Reinvestment of Income Distribution cum Capital Wdrl Opt Direct
11.98%
4th
HSBC Infrastructure Equity Fund IDCW Reinvestment
11.88%
5th
HSBC Infrastructure Equity Fund Growth
11.88%
86th
Sundaram Infrastructure Advantage Fund Direct Growth
-4.81%
Fund Managers
AA
Ashish AggarwalFund Manager Since 1 Jan 2022
About Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Sundaram Infrastructure Advantage Fund Direct Growth has ₹947.40 Cr worth of assets under management (AUM) as of Wed Jan 21 2026. The latest Net Asset Value (NAV) of Sundaram Infrastructure Advantage Fund Direct Growth as of Tue Jan 20 2026 is ₹97.9807. The fund has an expense ratio of 1.87%, which is medium comparable to most other Equity funds.
Sundaram Infrastructure Advantage Fund Direct Growth returns for the last 1 year are 2.53%. Since launch, it has delivered 13.67% average annual returns.
The Sundaram Infrastructure Advantage Fund Direct Growth has the majority of its money invested in Communication Services, Industrials, Energy, Utilities, Basic Materials, Financial Services sectors.
Top 5 Holdings of Sundaram Infrastructure Advantage Fund Direct Growth.
- Bharti Airtel Ltd: 9.22%
- Larsen & Toubro Ltd: 9.05%
- Reliance Industries Ltd: 8.45%
- NTPC Ltd: 4.66%
- UltraTech Cement Ltd: 3.48%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Infrastructure Advantage Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
