AnandRathi

Sundaram Infrastructure Advantage Fund (G)

EquitySectoral / Thematic

Last Updated NAV Date: 08 May 2026

3 Year Returns

22.98%

NAV (₹)

103.8982

1 Day NAV Change

-0.36%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 100
AUM₹ 990.20 Cr
Expense Ratio2.26%
Lock-in PeriodNo Lock-in Period
Inception Date29 Sep 2005
Fund Age20 Yrs

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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

Fund’s Investment Objective

To generate long-term returns by investing predominantly in equity / equity-related instruments of companies engaged either directly or indirectly in infrastructure - and infrastructure related activities or expected to benefit from the growth and development of infrastructure

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Returns Estimator

Estimation is based on the past performance

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Select Duration

Yrs

1 Yr

30 Yrs

Expected Rate of Return

12%

8%

30%

The value of your investment after 5 Years will be

₹4,12,432

Invested Amount

₹3,00,000

Est. Returns

₹1,12,432

Scheme’s Historical Return

1 Month Return8.49%
3 Month Return6.52%
6 Month Return7.76%
1 Year Return19.11%
3 Year Return22.98%
5 Year Return20.43%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Apr 2026
SectorsAllocationWeightageValue (in Cr.)
Capital Goods - Electrical Equipment
14.79%₹ 146.424
Power Generation & Distribution
12.50%₹ 123.729
Infrastructure Developers & Operators
11.82%₹ 117.068
Refineries
9.51%₹ 94.164
Telecom-Service
9.29%₹ 91.993
Capital Goods-Non Electrical Equipment
8.47%₹ 83.87
Others
6.62%₹ 65.587
Cement
5.63%₹ 55.751
Auto Ancillaries
4.67%₹ 46.278
Banks
4.18%₹ 41.411

Stock Holdings

Last Updated: 30 Apr 2026
NameAllocationWeightageValue (in Cr.)Sector
Larsen & Toubro
8.51%₹ 84.294Infrastructure Developers & Operators
Bharti Airtel
7.91%₹ 78.302Telecom-Service
Reliance Industr
7.37%₹ 72.971Refineries
NTPC
5.40%₹ 53.486Power Generation & Distribution
TREPS
4.33%₹ 42.892Debt Others
UltraTech Cem.
3.28%₹ 32.441Cement
Bharat Electron
2.94%₹ 29.113Aerospace & Defence
Power Grid Corpn
2.57%₹ 25.468Power Generation & Distribution
Hitachi Energy
2.37%₹ 23.485Capital Goods - Electrical Equipment
GE Vernova T&D
2.30%₹ 22.778Capital Goods - Electrical Equipment

Fund Manager Details

Siddarth has been a part of Principal Mutual Fund since 2009. He has over 14 years of experience in Finance and Stock Markets. Prior to joining Principal, he worked as an Analyst in Adventity Global Services, ICRA Management Consulting Services, and Polaris Software Ltd. B.Com and a Post Graduate Diploma in Management in Finance and Certified Financial Risk Management.

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
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AMC Information

Sundaram Mutual Fund

Funds Managed

40

Assets Managed

₹ 74,954.10 Cr

Contact Details

www.sundarammutual.com
customerservices@sundarammutual.com
044-2858 3362/3367

Registered Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014

Managing Director

Anand Radhakrishnan

Chief Executive Officer

Anand Radhakrishnan

Compliance Officer

P Sundararajan

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

The Net Asset Value (NAV) of Sundaram Infrastructure Advantage Fund (G) is updated at the end of every business day. You can check the latest NAV in the header section of this page.
You can invest in Sundaram Infrastructure Advantage Fund (G) online through the Anand Rathi AR Invest app or website. Simply log in, complete your KYC if not already done, and choose between SIP or Lumpsum investment modes.
Exit load varies by scheme. For Sundaram Infrastructure Advantage Fund (G), please refer to the "Fund Details" section above to see if any exit load applies for early redemptions.
Mutual funds are generally suitable for long-term wealth creation. However, suitability depends on your individual risk appetite and financial goals. You should review the riskometer and fund performance before investing.
Once you invest, you can track your portfolio performance, NAV changes, and transaction history in real-time through the AR Invest dashboard.

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Registered and Corporate Office:

Express Zone A Wing, 10th Floor, Western Express Highway, Goregaon East, Mumbai 400063.
Contact No. 022-62817000

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