RV
Ratish VarierFund Manager Since 23 Jul 2020
EquityEquity - Infrastructure
Sundaram Infrastructure Advantage Fund Direct Growth
3Y Annualised
21.70%
-2.24% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-6.62%
-2.24% 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 6 months
NIFTY 50
5 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹963.88 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹100
Exit load
0.01%
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment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 IDCW
11.88%
90th
Sundaram Infrastructure Advantage Fund Direct Growth
-6.62%
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 ₹963.88 Cr worth of assets under management (AUM) as of Fri Mar 20 2026. The latest Net Asset Value (NAV) of Sundaram Infrastructure Advantage Fund Direct Growth as of Thu Mar 19 2026 is ₹98.8228. The fund has an expense ratio of 1.61%, which is medium comparable to most other Equity funds.
Sundaram Infrastructure Advantage Fund Direct Growth returns for the last 1 year are 11.41%. Since launch, it has delivered 13.57% average annual returns.
The Sundaram Infrastructure Advantage Fund Direct Growth has the majority of its money invested in Industrials, Communication Services, Energy, Utilities, Basic Materials, Financial Services sectors.
Top 5 Holdings of Sundaram Infrastructure Advantage Fund Direct Growth.
- Larsen & Toubro Ltd: 9.32%
- Bharti Airtel Ltd: 8.09%
- Reliance Industries Ltd: 7.38%
- NTPC Ltd: 5.31%
- UltraTech Cement Ltd: 3.68%
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
