Sundaram Infrastructure Advantage Fund

ThematicDirect and Regular plans, Growth and IDCW options

Data as on 30-10-2026

Sundaram Infrastructure Advantage Fund is a Thematic fund run by Sundaram Mutual Fund. On 30-09-2026, it managed ₹922 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 14.5% a year and its Regular plan returned 13.8% a year. Its benchmark, Nifty Infrastructure TRI, returned 13.8% a year over the same 3 years.

NAV (Direct plan): ₹100.89; ▼ 0.69%30-10-2026
NAV (Regular plan): ₹93.72; ▼ 0.69%30-10-2026
Expense ratio: 1.82%Direct2.34%Regular; 1.82%; A year
Riskometer: Very High; Set by the fund house
3 year return: 14.5%Direct13.8%Regular; 14.5%; A year

Sundaram Infrastructure Advantage Fund NAV Today

NAV on 30-10-2026: Direct Plan Growth ₹100.89 (down 0.69% that day); Regular Plan Growth ₹93.72 (down 0.69% that day).

This fund (Direct plan)

₹100.892

Sundaram Infrastructure Advantage Fund Returns vs Nifty Infrastructure TRI

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Trailing returns
Period	1M	3M	6M	1Y	3Y	5Y	10Y
This fund (Direct)	−2.95%	−7.01%	−8.20%	−3.75%	+14.51%	+13.40%	+13.70%
This fund (Regular)	−2.99%	−7.14%	−8.45%	−4.32%	+13.85%	+12.77%	+13.04%
Nifty Infrastructure TRI	+0.75%	−5.75%	−6.03%	−7.67%	+13.85%	+12.86%	+13.37%
Thematic average	−2.09%	−4.52%	+0.86%	−1.22%	+13.76%	+11.62%	+13.76%
Best in Thematic	+11.54%	+11.27%	+22.16%	+75.71%	+54.78%	+21.14%	+19.31%
Worst in Thematic	−16.05%	−11.74%	−13.97%	−22.44%	−4.46%	+3.65%	+7.72%
Rank in Thematic	146/235	174/232	212/232	110/215	54/133	33/96	32/63

Category rows compare the Direct plans of 235 Thematic funds. Rank 1 is the highest return.

Sundaram Infrastructure Advantage Fund Year-wise Returns

Return of each calendar year
Year	Direct	Regular	Nifty Infrastructure TRI
2026to date	−2.69%	−3.18%	−7.85%
2025	+4.69%	+4.14%	+14.64%
2024	+24.57%	+23.83%	+16.79%
2023	+42.48%	+41.66%	+40.08%
2022	+2.65%	+2.11%	+7.49%
2021	+50.24%	+49.50%	+37.77%

Sundaram Infrastructure Advantage Fund Rolling Returns

The return of every holding period in the fund's history, not only the one that ends today

Rolling returns

Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 2,356 periods, one for each trading day from 07-04-2017 to 30-10-2026.

−20%−10%0%10%20%30%40%

Jan 2015
to
Jan 2018Aug 2016
to
Aug 2019Apr 2018
to
Apr 2021Nov 2019
to
Nov 2022Jul 2021
to
Jul 2024Jan 2023
to
Jan 2026

Sundaram Infrastructure Advantage Fund (Direct)Nifty Infrastructure TRI

Every holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	2,850	9.8%	−38.6%	103.6%	23%	8.2%	61%
2 years	2,602	15.2%	−23.6%	59.2%	13%	12.8%	66%
3 years	2,356	16.9%	−11.6%	39.0%	9%	16.5%	66%
5 years	1,862	13.6%	−4.4%	35.2%	3%	13.2%	65%
7 years	1,371	14.0%	8.4%	20.6%	0%	14.6%	65%
10 years	631	15.2%	11.7%	18.2%	0%	13.3%	95%

Every SIP holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	139	12.6%	−54.3%	91.0%	24%	8.9%	66%
2 years	127	12.8%	−33.5%	55.7%	20%	12.4%	68%
3 years	115	19.1%	−25.3%	40.4%	12%	16.3%	69%
5 years	91	17.2%	−11.8%	35.1%	8%	16.9%	66%
7 years	67	17.9%	10.7%	26.4%	0%	17.3%	87%
10 years	31	18.0%	15.2%	20.9%	0%	17.4%	90%

Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than Nifty Infrastructure TRI over the same days. Past returns do not promise future returns.

Sundaram Infrastructure Advantage Fund Risk

How much it swings, and the falls an investor had to sit through

Risk and return

Measure	Sundaram Infrastructure Advantage Fund (Direct)This fund	Nifty Infrastructure TRI
Return (CAGR)	−3.75%	−7.67%
Standard deviation	15.09%	15.46%
Sharpe ratio	-0.60	-0.84
Sortino ratio	-0.81	-1.13
Maximum drawdown	−13.5% (23-10-2026)	−12.3% (12-10-2026)
Beta	0.93	1.00
Alpha	+3.05%	0.00%

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: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Infrastructure Advantage Fund (Direct)This fund	Nifty Infrastructure TRI
Return (CAGR)	+14.51%	+13.85%
Standard deviation	16.72%	16.89%
Sharpe ratio	0.51	0.46
Sortino ratio	0.67	0.63
Maximum drawdown	−22.6% (28-02-2025)	−20.6% (28-02-2025)
Beta	0.94	1.00
Alpha	+1.13%	0.00%

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: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Infrastructure Advantage Fund (Direct)This fund	Nifty Infrastructure TRI
Return (CAGR)	+13.40%	+12.86%
Standard deviation	15.95%	16.37%
Sharpe ratio	0.48	0.43
Sortino ratio	0.63	0.58
Maximum drawdown	−22.6% (28-02-2025)	−20.6% (28-02-2025)
Beta	0.92	1.00
Alpha	+1.09%	0.00%

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: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Infrastructure Advantage Fund (Direct)This fund	Nifty Infrastructure TRI
Return (CAGR)	+13.70%	+13.37%
Standard deviation	17.40%	17.97%
Sharpe ratio	0.48	0.44
Sortino ratio	0.63	0.61
Maximum drawdown	−50.6% (24-03-2020)	−41.0% (23-03-2020)
Beta	0.87	1.00
Alpha	+1.39%	0.00%

From daily NAVs, 28-10-2016 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: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Infrastructure Advantage Fund (Direct)This fund	Nifty Infrastructure TRI
Return (CAGR)	+15.22%	+11.58%
Standard deviation	17.29%	18.61%
Sharpe ratio	0.54	0.31
Sortino ratio	0.73	0.43
Maximum drawdown	−50.6% (24-03-2020)	−41.0% (23-03-2020)
Beta	0.82	1.00
Alpha	+4.67%	0.00%

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: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

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.

−60%−50%−40%−30%−20%−10%0%

201520172019202120232025

Sundaram Infrastructure Advantage Fund (Direct)Nifty Infrastructure TRI

	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%
Nifty Infrastructure TRI	−41.0%	05-01-2018	23-03-2020	04-12-2020	8 months	−9.3%

From the Direct plan's daily NAV since 07-04-2014, adjusted for unit splits, and Nifty Infrastructure TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.

Sundaram Infrastructure Advantage Fund vs Other Thematic Funds

The five Thematic funds with the best three year return, and this fund. Direct plans.

Fund name	Rank	AUM (Cr)	Exp. ratio	1Y return	3Y return	3Y alpha	3Y beta	3Y Sharpe	3Y Sortino
Nippon India Taiwan Equity Fund	1/133	1,147	1.08%	+75.71%	+54.78%	--	--	1.38	2.03	Compare
HDFC Defence Fund	2/133	11,493	0.90%	+13.79%	+34.76%	−0.18%	0.83	1.12	1.54	Compare
HDFC Pharma and Healthcare Fund	3/133	3,501	1.05%	+23.12%	+30.53%	+8.23%	0.96	1.74	2.49	Compare
SBI Healthcare Opportunities Fund	4/133	5,870	1.01%	+17.12%	+24.60%	+3.61%	0.88	1.42	2.03	Compare
Aditya Birla Sun Life International Equity Fund	5/133	352	2.00%	+13.97%	+24.46%	--	--	1.49	2.16	Compare
Sundaram Infrastructure Advantage Fund	54/133	922	1.82%	−3.75%	+14.51%	+1.13%	0.94	0.51	0.67

AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.

Sundaram Infrastructure Advantage Fund Expense Ratio and Costs

What each plan charges a year, in force from 23-10-2026

Plan	Base expense ratio	Brokerage	Transaction costs	Levies and GST	Total expense ratio	Thematic median	Cost rank (1 = cheapest)
Direct	1.52%	0.01%	0.00%	0.29%	1.82%	1.18%	212/235
Regular	1.97%	0.01%	0.00%	0.36%	2.34%	2.41%	101/235

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, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Thematic funds' plans of the same type are sorted from the lowest total expense ratio to the highest.

Direct vs Regular: what the gap cost

Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

Over the last	Regular	Direct	Direct earned more by	₹1 lakh became (Regular)	₹1 lakh became (Direct)
1 year	−4.32%	−3.75%	0.57%	₹95,680	₹96,250
3 years	13.85%	14.51%	0.66% a year	₹1,47,570	₹1,50,152
5 years	12.77%	13.40%	0.63% a year	₹1,82,376	₹1,87,528
10 years	13.04%	13.70%	0.66% a year	₹3,40,660	₹3,61,081

Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

Sundaram Infrastructure Advantage Fund SIP Calculator

What a one-time or monthly investment in this fund would be worth today, from its own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹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
Direct planSundaram Infrastructure Advantage Fund (Direct)	₹15,10,000	₹39,53,108	₹24,43,108	14.3%
Regular planSundaram Infrastructure Advantage Fund (Regular)	₹15,10,000	₹37,85,695	₹22,75,695	13.7%
Nifty Infrastructure TRI	₹15,10,000	₹36,35,149	₹21,25,149	13.1%
Category averageCategory average, 235 Thematic funds	₹15,10,000	₹40,94,436	₹25,84,436	14.8%

₹0₹10.0 L₹20.0 L₹30.0 L₹40.0 L₹50.0 L

201520172019202120232025

Direct planSundaram Infrastructure Advantage Fund (Direct)Regular planSundaram Infrastructure Advantage Fund (Regular)Nifty Infrastructure TRICategory averageCategory average, 235 Thematic fundsAmount invested

From each plan's published NAV (Growth option), the benchmark's TRI and the category average, 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 Fund Asset Allocation

Asset allocation as on 30-09-2026

What the fund holds

97.2%Equity

Asset	Fund	Category
Equity	97.2%	94.5%
Cash and others	2.8%	4.0%

Market cap of stocks

Market cap	Fund	Category
Large Cap	61.1%	45.7%
Mid Cap	14.9%	19.6%
Small Cap	18.9%	24.1%
Not on AMFI's list	2.3%	2.3%

Share of the whole fund. Category: the average of the Thematic funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

Sundaram Infrastructure Advantage Fund Sector Allocation

Sector allocation of the fund's stocks as on 30-09-2026

Largest sectors

Electrical Equipment14.4%
Construction11.3%
Telecom - Services10.2%
Power9.8%
Petroleum Products8.5%
Industrial Products8.0%
Auto Components6.8%
Cement & Cement Products4.7%
Banks4.2%
Transport Infrastructure3.7%

The ten largest of 22 sectors. The other 12 add up to 15.6%.

Sector changes

Sector	July 2026	August 2026	September 2026	Change
Electrical Equipment	14.7%	15.6%	14.4%	−0.3%
Construction	11.0%	11.5%	11.3%	+0.4%
Telecom - Services	10.7%	10.1%	10.2%	−0.5%
Power	10.0%	9.3%	9.8%	−0.2%
Petroleum Products	8.7%	8.6%	8.5%	−0.2%

Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.

Sundaram Infrastructure Advantage Fund Portfolio Holdings

As on 30-09-2026 · 53 holdings · from the fund house's monthly portfolio

Holdings	Sector	Weight%	1M change
Larsen & Toubro Ltd	Construction	8.07%	0.0%
Bharti Airtel Ltd	Telecom - Services	7.91%	0.0%
Reliance Industries Ltd	Petroleum Products	6.57%	0.0%
NTPC LTD	Power	4.69%	0.0%
Ultratech Cement Ltd	Cement & Cement Products	3.33%	0.0%
Kirloskar Oil Engines Ltd	Industrial Products	3.30%	0.0%
Bharat Electronics Ltd	Aerospace & Defense	2.84%	0.0%
S.J.S. Enterprises Ltd	Auto Components	2.45%	0.0%
Kalpataru Projects International Ltd	Construction	2.37%	0.0%
Hitachi Energy India Ltd	Electrical Equipment	2.33%	0.0%
GE Vernova T and D India Ltd	Electrical Equipment	2.32%	0.0%
Power Grid Corporation of India Ltd	Power	2.26%	0.0%
State Bank of India	Banks	2.08%	0.0%
ICICI Bank Ltd	Banks	2.08%	0.0%
Adani Ports and Special Economic Zone Ltd	Transport Infrastructure	1.95%	0.0%
Bharat Petroleum Corporation Ltd	Petroleum Products	1.89%	0.0%
Apollo Hospitals Enterprise Ltd	Healthcare Services	1.86%	0.0%
Craftsman Automation Ltd	Auto Components	1.81%	0.0%
JSW Infrastructure Ltd	Transport Infrastructure	1.74%	0.0%
TATA Power Company Ltd	Power	1.62%	0.0%
ESAB India Ltd	Industrial Products	1.50%	0.0%
Thermax Ltd	Electrical Equipment	1.47%	0.0%
Bharat Heavy Electricals Ltd	Electrical Equipment	1.46%	0.0%
TD Power Systems Ltd	Electrical Equipment	1.45%	−28.6%
ZF Commercial Vehicle Control Systems I Ltd	Auto Components	1.45%	0.0%
JK Cement Ltd	Cement & Cement Products	1.38%	0.0%
Interglobe Aviation Ltd	Transport Services	1.35%	0.0%
Oil & Natural Gas Corporation Ltd	Oil	1.35%	0.0%
Siemens Ltd	Electrical Equipment	1.33%	0.0%
Indus Towers Ltd (Prev Bharti Infratel Ltd)	Telecom - Services	1.32%	0.0%
Cummins India Ltd	Industrial Products	1.24%	0.0%
Torrent Power Ltd	Power	1.19%	0.0%
ABB India Ltd	Electrical Equipment	1.18%	0.0%
GAIL (India) Ltd	Gas	1.16%	0.0%
Delhivery Ltd	Transport Services	1.16%	0.0%
KSB LTD	Industrial Products	1.11%	−22.6%
Suzlon Energy Ltd	Electrical Equipment	1.07%	0.0%
Schaeffler India Ltd	Auto Components	1.06%	0.0%
Bharti Hexacom Ltd	Telecom - Services	1.00%	0.0%
Container Corporation of India Ltd	Transport Services	0.98%	0.0%
NCC Ltd	Construction	0.91%	0.0%
Sobha Ltd	Realty	0.89%	0.0%
Kirlosakar Pneumatic Company Ltd	Industrial Products	0.88%	0.0%
Amber Enterprises India Ltd	Consumer Durables	0.80%	0.0%
The Indian Hotels Company Ltd	Leisure Services	0.79%	0.0%
National Aluminium Company Ltd	Non - Ferrous Metals	0.65%	0.0%
Siemens Energy India Limited	Electrical Equipment	0.62%	0.0%
Jindal Steel & Power Ltd	Ferrous Metals	0.62%	0.0%
Elecon Engineering Company Ltd	Electrical Equipment	0.60%	−31.4%
Tata Steel Ltd	Ferrous Metals	0.60%	0.0%
Ashok Leyland Ltd	Agricultural, Commercial & Construction Vehicles	0.59%	0.0%
Triveni Turbine Ltd	Electrical Equipment	0.58%	0.0%
Hindustan Dorr Oliver Ltd	Engineering Services	0.00%	0.0%

Sundaram Infrastructure Advantage Fund Stocks Bought and Sold

All changes are between August 2026 and September 2026

Stocks bought and sold in September 2026

TD Power Systems Ltd	Reduced	−28.6%	1.45%
KSB LTD	Reduced	−22.6%	1.11%
Elecon Engineering Company Ltd	Reduced	−31.4%	0.60%

A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.

What Sundaram Infrastructure Advantage Fund bought and sold

Sundaram Infrastructure Advantage Fund Portfolio Overlap

Funds with the most similar portfolios, across every fund house and category

Fund	Overlap	Holdings in common
Canara Robeco Infrastructure FundThematic · Canara Robeco	51.2%	26	Compare
Tata Nifty500 Multicap Infrastructure 50:30:20 Index FundIndex · Tata	50.5%	25	Compare
ICICI Prudential Nifty Infrastructure ETFETF · ICICI Prudential	49.6%	19	Compare
Nippon India ETF Nifty Infrastructure BeESETF · Nippon India	49.6%	19	Compare
Mirae Asset Nifty India Infrastructure & Logistics ETFETF · Mirae Asset	46.7%	34	Compare
UTI - Infrastructure FundThematic · UTI	45.8%	21	Compare
HSBC Infrastructure FundSectoral · HSBC	45.1%	19	Compare
Franklin Build India FundThematic · Franklin Templeton	44.5%	22	Compare

Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

Sundaram Infrastructure Advantage Fund Overview

Fund facts from the scheme summary document, as on 16-10-2026

Expense ratio (Direct): 1.82%
Expense ratio (Regular): 2.34%
Category: Thematic
Risk: Very High
Benchmark: Nifty Infrastructure TRI
Launch date: 01-09-2005
Minimum additional investment: additional purchase Rs. 100/-
AUM: ₹921.99 Cr (30-09-2026)
Lock in: None
Scheme code (Direct): 129212
ISIN (Direct): INF903J01F92
Scheme code (Regular): 129213
ISIN (Regular): INF903J01F68
NAV history: From 07-04-2014, 12.6 years

Minimum investment: For both Regular and Direct Plan Rs. 100/–
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.

Tax on Sundaram Infrastructure Advantage Fund returns

Sundaram Infrastructure Advantage Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.

Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

All plans and options

Plan	Option	NAV	As on
direct	Growth	₹100.892	30-10-2026
direct	Income Distribution Cum Capital Withdrawal IDCW	₹58.0907	30-10-2026
regular	Growth	₹93.7166	30-10-2026
regular	Income Distribution Cum Capital Withdrawal IDCW	₹53.6706	30-10-2026

About Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund is a mutual fund from Sundaram Mutual Fund. Its category is Thematic. It was launched on 01-09-2005. Its benchmark is Nifty Infrastructure TRI. At the end of September 2026 it held 53 securities.

Fund Manager

Siddarth Mohta
Fund manager of Sundaram Infrastructure Advantage Fund
Shalav Saket
Fund manager of Sundaram Infrastructure Advantage Fund

See all funds of Sundaram Mutual Fund

AUM change

September 2026: ₹921.99 Cr; −5.06% from August 2026
August 2026: ₹971.13 Cr; −0.80% from July 2026
July 2026: ₹979.01 Cr; −2.07% from June 2026

AUM moves with money invested or taken out, and with the value of what the fund holds.

Compare Sundaram Infrastructure Advantage Fund with Other Funds

Returns, risk, costs and the stocks they share, side by side

Compare with any other fund

Frequently Asked Questions for Sundaram Infrastructure Advantage Fund

What is the current NAV of Sundaram Infrastructure Advantage Fund?

The Direct plan NAV is ₹100.892. The Regular plan NAV is ₹93.7166, as on 30-10-2026.

What are the returns of Sundaram Infrastructure Advantage Fund?

The Direct plan returned −3.75% in 1 year, +14.51% a year over 3 years, +13.40% a year over 5 years. The Regular plan returned −4.32% in 1 year, +13.85% a year over 3 years, +12.77% a year over 5 years. These figures are as on 30-10-2026.

What is the expense ratio of Sundaram Infrastructure Advantage Fund?

The Direct plan charges 1.82% a year. The Regular plan charges 2.34% a year. This is the figure the fund house reported to AMFI, in force from 23-10-2026.

What is the AUM of Sundaram Infrastructure Advantage Fund?

Sundaram Infrastructure Advantage Fund managed ₹921.99 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

What are the top holdings of Sundaram Infrastructure Advantage Fund?

At the end of September 2026 the largest holdings were LT (8.07%), BHARTIARTL (7.91%), RELIANCE (6.57%), NTPC (4.69%), ULTRACEMCO (3.33%). The fund held 53 securities in all.

What did Sundaram Infrastructure Advantage Fund buy and sell in September 2026?

It reduced 3.

How do I invest in Sundaram Infrastructure Advantage Fund?

Through Sundaram Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least For both Regular and Direct Plan Rs. 100/–. You can invest once or through a monthly SIP.

Who is the fund manager of Sundaram Infrastructure Advantage Fund?

Siddarth Mohta, Shalav Saket.

Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

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.