Sundaram Infrastructure Advantage Fund Direct growth
Equity • Infrastructure • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Infrastructure
Direct growth
Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹102.27
-0.373% (-0.30)
AUM
₹962 Cr
Expense ratio
1.88%
Benchmark
Fund Plan
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Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
0.5%
If units sold after 30D
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Industrials
40.72%
Utilities
12.62%
Energy
11.57%
Communication Services
11.47%
Consumer Cyclical
8.11%
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹61,504 Cr • Rank #21
Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
Ashish Aggarwal
Experience: 3.73 yrs • Total AUM: 54,467 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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