Sundaram Infrastructure Advantage Fund vs Taurus Infrastructure Fund
Direct Plan, Growth option · Data as on 30-10-2026
Sundaram Infrastructure Advantage Fund is a Thematic fund and Taurus Infrastructure Fund is a Thematic fund. In the 3 years to 30-10-2026, Sundaram Infrastructure Advantage Fund (Direct) returned 14.5% a year and Taurus Infrastructure Fund (Direct) returned 5.6% a year. Sundaram Infrastructure Advantage Fund charges 1.82% a year and Taurus Infrastructure Fund 2.05% (Direct plans). Their portfolios overlap 37.8%: they hold 11 of the same securities.
Sundaram Infrastructure Advantage Fund
Thematic
- 3 year return
- 14.5%
- Expense ratio
- 1.82%
- NAV
- ₹100.89
Taurus Infrastructure Fund
Thematic
- 3 year return
- 5.6%
- Expense ratio
- 2.05%
- NAV
- ₹61.38
Which is better, Sundaram Infrastructure Advantage or Taurus Infrastructure? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Sundaram Infrastructure Advantage returned more over 5 years: 13.4% a year against 8.8%.
- Sundaram Infrastructure Advantage returned more over 3 years: 14.5% a year against 5.6%.
- Sundaram Infrastructure Advantage costs less: 1.82% a year against 2.05% (Direct plans).
- Sundaram Infrastructure Advantage swung less over 3 years: a standard deviation of 16.7% a year against 17.8%.
- Taurus Infrastructure fell less in its worst fall since 07-04-2014: −37.3% against −50.6%.
- Sundaram Infrastructure Advantage holds more in large companies: 61.1% of the fund in large caps against 50.4%.
- Sundaram Infrastructure Advantage is the larger fund: ₹922 Cr against ₹8 Cr.
- Their portfolios overlap 37.8%: 11 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Sundaram Infrastructure Advantage Fund | Taurus Infrastructure Fund |
|---|---|---|
| Fund house | Sundaram Mutual Fund | Taurus Mutual Fund |
| Category | Thematic | Thematic |
| AUM | ₹922 Cr (30-09-2026) | ₹8 Cr (30-09-2026) |
| NAV | ₹100.89 (Direct) | ₹61.38 (Direct) |
| Expense ratio (Direct) | 1.82% | 2.05% |
| Expense ratio (Regular) | 2.34% | 2.52% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty Infrastructure TRI | Nifty Infrastructure TRI |
| Launch date | 01-09-2005 | 05-03-2007 |
| Minimum investment | For both Regular and Direct Plan Rs. 100/– | ₹500 |
| Lock in | None | None |
| Fund managers | Siddarth Mohta, Shalav Saket | Anuj Kapil |
| Exit load | 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 Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis. | 1% if exited on or before 365 days, Nil after 365 days |
Sundaram Infrastructure Advantage vs Taurus Infrastructure: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Sundaram Infrastructure Advantage Fund (Direct) | −2.95% | −7.01% | −8.20% | −3.75% | +14.51% | +13.40% | +13.70% |
| Taurus Infrastructure Fund (Direct) | −3.84% | −11.49% | −13.21% | −18.35% | +5.60% | +8.84% | +11.78% |
| Thematic average | −2.09% | −4.52% | +0.86% | −1.22% | +13.76% | +11.62% | +13.76% |
Category average: the average of the 235 Thematic funds, same plan type.
Sundaram Infrastructure Advantage vs Taurus Infrastructure: Year-wise Returns
| Year | Sundaram Infrastructure AdvantageSundaram Infrastructure Advantage | Taurus InfrastructureTaurus Infrastructure | Nifty Infrastructure TRI |
|---|---|---|---|
| 2026to date | −2.69% | −15.42% | −7.85% |
| 2025 | +4.69% | +1.11% | +14.64% |
| 2024 | +24.57% | +18.49% | +16.79% |
| 2023 | +42.48% | +41.98% | +40.08% |
| 2022 | +2.65% | +5.49% | +7.49% |
| 2021 | +50.24% | +38.78% | +37.77% |
Sundaram Infrastructure Advantage vs Taurus Infrastructure: Rolling Returns
Every holding period of both funds, against Nifty Infrastructure TRI, the benchmark of both
Rolling returns
Every 3-year holding period, 2,356 of them, one for each trading day from 07-04-2017 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Sundaram Infrastructure Advantage Fund (Direct)
Taurus Infrastructure Fund (Direct)
Nifty Infrastructure TRI
to
Jan 2018Aug 2016
to
Aug 2019Apr 2018
to
Apr 2021Nov 2019
to
Nov 2022Jul 2021
to
Jul 2024Jan 2023
to
Jan 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Infrastructure Advantage | 9.4 | 5.0 | 11.7 | 17.4 | 17.2 | 20.7 | 18.6 | 15.9% | 16.9% | −11.6% | 39.0% | 66% |
| Taurus Infrastructure | 4.1 | 6.1 | 9.8 | 25.4 | 28.3 | 13.8 | 12.5 | 15.5% | 15.9% | −5.6% | 30.7% | 53% |
| Nifty Infrastructure TRI | 7.1 | 18.6 | 16.2 | 6.3 | 15.8 | 19.6 | 16.3 | 14.1% | 16.5% | −9.8% | 36.1% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty Infrastructure TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 07-04-2014. Past returns do not promise future returns.
Sundaram Infrastructure Advantage vs Taurus Infrastructure: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 07-04-2014 to 30-10-2026: 151 instalments, ₹15,10,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Sundaram Infrastructure AdvantageSundaram Infrastructure Advantage Fund (Direct) | ₹15,10,000 | ₹39,53,108 | ₹24,43,108 | 14.3% |
| Taurus InfrastructureTaurus Infrastructure Fund (Direct) | ₹15,10,000 | ₹32,13,487 | ₹17,03,487 | 11.3% |
Sundaram Infrastructure AdvantageSundaram Infrastructure Advantage Fund (Direct)
Taurus InfrastructureTaurus Infrastructure Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Sundaram Infrastructure Advantage vs Taurus Infrastructure: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Sundaram Infrastructure Advantage Fund (Direct) | Taurus Infrastructure Fund (Direct) |
|---|---|---|
| Return (CAGR) | −3.75% | −18.35% |
| Standard deviation | 15.09% | 15.48% |
| Sharpe ratio | -0.60 | -1.52 |
| Sortino ratio | -0.81 | -2.00 |
| Maximum drawdown | −13.5% (23-10-2026) | −19.7% (23-10-2026) |
| Beta | 0.93 | 0.96 |
| Alpha | +3.05% | −11.23% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Sundaram Infrastructure Advantage Fund (Direct) | Taurus Infrastructure Fund (Direct) |
|---|---|---|
| Return (CAGR) | +14.51% | +5.60% |
| Standard deviation | 16.72% | 17.82% |
| Sharpe ratio | 0.51 | -0.02 |
| Sortino ratio | 0.67 | -0.03 |
| Maximum drawdown | −22.6% (28-02-2025) | −25.3% (03-03-2025) |
| Beta | 0.94 | 0.97 |
| Alpha | +1.13% | −8.02% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Sundaram Infrastructure Advantage Fund (Direct) | Taurus Infrastructure Fund (Direct) |
|---|---|---|
| Return (CAGR) | +13.40% | +8.84% |
| Standard deviation | 15.95% | 17.29% |
| Sharpe ratio | 0.48 | 0.18 |
| Sortino ratio | 0.63 | 0.23 |
| Maximum drawdown | −22.6% (28-02-2025) | −25.3% (03-03-2025) |
| Beta | 0.92 | 0.96 |
| Alpha | +1.09% | −3.77% |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Sundaram Infrastructure Advantage Fund (Direct) | Taurus Infrastructure Fund (Direct) |
|---|---|---|
| Return (CAGR) | +15.22% | +11.94% |
| Standard deviation | 17.29% | 17.92% |
| Sharpe ratio | 0.54 | 0.33 |
| Sortino ratio | 0.73 | 0.44 |
| Maximum drawdown | −50.6% (24-03-2020) | −37.3% (23-03-2020) |
| Beta | 0.82 | 0.84 |
| Alpha | +4.67% | +2.09% |
From daily NAVs, 07-04-2014 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Sundaram Infrastructure Advantage Fund (Direct)
Taurus Infrastructure Fund (Direct)
Nifty Infrastructure TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Sundaram Infrastructure Advantage Fund (Direct) | −50.6% | 08-01-2018 | 24-03-2020 | 18-02-2021 | 11 months | −11.4% |
| Taurus Infrastructure Fund (Direct) | −37.3% | 15-01-2018 | 23-03-2020 | 16-12-2020 | 9 months | −23.4% |
| Nifty Infrastructure TRI | −41.0% | 05-01-2018 | 23-03-2020 | 04-12-2020 | 8 months | −9.3% |
From daily values since 07-04-2014, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Sundaram Infrastructure Advantage Fund (Direct)
Taurus Infrastructure Fund (Direct)
Nifty Infrastructure TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Sundaram Infrastructure Advantage Fund (Direct)
Taurus Infrastructure Fund (Direct)
Nifty Infrastructure TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Sundaram Infrastructure Advantage Fund (Direct)
Taurus Infrastructure Fund (Direct)
Nifty Infrastructure TRI
Against Nifty Infrastructure TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Sundaram Infrastructure Advantage Fund (Direct) | 98% | 79% | 9.34% |
| Taurus Infrastructure Fund (Direct) | 88% | 72% | 8.56% |
From month-end values since 07-04-2014. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Sundaram Infrastructure Advantage vs Taurus Infrastructure: Portfolio Overlap
From each fund's latest monthly portfolio: Sundaram Infrastructure Advantage Fund, September 2026; Taurus Infrastructure Fund, September 2026
Holdings in common
- Overlap
- 37.8%
- Held by both
- 11
- Only in Sundaram Infrastructure Advantage
- 41
- Only in Taurus Infrastructure
- 23
| Security | % of Sundaram Infrastructure Advantage | % of Taurus Infrastructure |
|---|---|---|
| Larsen & Toubro Ltd | 8.07% | 7.98% |
| Bharti Airtel Ltd | 7.91% | 8.85% |
| Reliance Industries Ltd | 6.57% | 7.05% |
| NTPC LTD | 4.69% | 3.50% |
| Ultratech Cement Ltd | 3.33% | 3.80% |
| Power Grid Corporation of India Ltd | 2.26% | 5.43% |
| Bharat Petroleum Corporation Ltd | 1.89% | 2.58% |
| Interglobe Aviation Ltd | 1.35% | 1.87% |
| Oil & Natural Gas Corporation Ltd | 1.35% | 3.15% |
| GE Vernova T and D India Ltd | 2.32% | 0.98% |
| National Aluminium Company Ltd | 0.65% | 0.97% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 37.8% means 37.8% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Sundaram Infrastructure Advantage Fund
| Security | % of fund |
|---|---|
| Kirloskar Oil Engines Ltd | 3.30% |
| Bharat Electronics Ltd | 2.84% |
| S.J.S. Enterprises Ltd | 2.45% |
| Kalpataru Projects International Ltd | 2.37% |
| Hitachi Energy India Ltd | 2.33% |
Largest holdings only in Taurus Infrastructure Fund
| Security | % of fund |
|---|---|
| Skyways Air Services Ltd. | 4.20% |
| Le Travenues Technology Ltd. | 3.75% |
| Ceigall India Ltd. | 3.31% |
| Vodafone Idea Ltd. | 3.29% |
| BEML Ltd. | 3.27% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Sundaram Infrastructure Advantage | Taurus Infrastructure |
|---|---|---|
| Equity | 97.2% | 96.1% |
| Debt | 0.0% | 0.0% |
| Cash and others | 2.8% | 3.9% |
Market cap of stocks
| Market cap | Sundaram Infrastructure Advantage | Taurus Infrastructure |
|---|---|---|
| Large Cap | 61.1% | 50.4% |
| Mid Cap | 14.9% | 8.9% |
| Small Cap | 18.9% | 29.7% |
| Not on AMFI's list | 2.3% | 7.1% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Sundaram Infrastructure Advantage | Taurus Infrastructure |
|---|---|---|
| Other | 0.0% | 96.1% |
| Electrical Equipment | 14.4% | 0.0% |
| Construction | 11.3% | 0.0% |
| Telecom - Services | 10.2% | 0.0% |
| Power | 9.8% | 0.0% |
| Petroleum Products | 8.5% | 0.0% |
| Industrial Products | 8.0% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
Sundaram Infrastructure Advantage vs Taurus Infrastructure: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Sundaram Infrastructure Advantage Fund | Taurus Infrastructure Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.82% | 2.05% |
| Base expense ratio (Direct) | 1.52% | 1.63% |
| Total expense ratio (Regular) | 2.34% | 2.52% |
| Base expense ratio (Regular) | 1.97% | 2.06% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
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Sundaram Infrastructure Advantage Fund vs Taurus Infrastructure Fund: Frequently Asked Questions
What is the difference between Sundaram Infrastructure Advantage Fund and Taurus Infrastructure Fund?
Sundaram Infrastructure Advantage Fund is a Thematic fund, Taurus Infrastructure Fund is a Thematic fund, run by Sundaram Mutual Fund and Taurus Mutual Fund. Their portfolios overlap 37.8%. Sundaram Infrastructure Advantage Fund charges 1.82% a year and Taurus Infrastructure Fund 2.05%.
Which has given higher returns, Sundaram Infrastructure Advantage Fund or Taurus Infrastructure Fund?
Over 1 year: Sundaram Infrastructure Advantage Fund −3.75%, Taurus Infrastructure Fund −18.35%. Over 3 years: Sundaram Infrastructure Advantage Fund +14.51% a year, Taurus Infrastructure Fund +5.60% a year. Over 5 years: Sundaram Infrastructure Advantage Fund +13.40% a year, Taurus Infrastructure Fund +8.84% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Sundaram Infrastructure Advantage Fund or Taurus Infrastructure Fund?
Sundaram Infrastructure Advantage Fund charges less: 1.82% a year against 2.05%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Sundaram Infrastructure Advantage Fund and Taurus Infrastructure Fund overlap?
37.8%. They hold 11 of the same securities, the largest shared ones being LT, BHARTIARTL, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Sundaram Infrastructure Advantage Fund or Taurus Infrastructure Fund?
On SEBI's riskometer, Sundaram Infrastructure Advantage Fund is rated Very High and Taurus Infrastructure Fund Very High. Over 3 years, the standard deviation of daily returns was 16.72% and 17.82% a year.
Which is better for SIP, Sundaram Infrastructure Advantage Fund or Taurus Infrastructure Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹8,27,365 in Sundaram Infrastructure Advantage Fund (XIRR 12.0% a year) and ₹6,84,294 in Taurus Infrastructure Fund (XIRR 4.5% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Sundaram Infrastructure Advantage Fund and Taurus Infrastructure Fund?
Yes. 37.8% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Sundaram Infrastructure Advantage Fund and Taurus Infrastructure Fund?
Sundaram Infrastructure Advantage Fund: Siddarth Mohta, Shalav Saket. Taurus Infrastructure Fund: Anuj Kapil.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.