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Sundaram Infrastructure Advantage Fund (IDCW)

Sectoral / Thematic • OPEN
NAV as of Jun 05, 2026
₹99.52
1 day change
Returns since inception
15.58%
CAGR
AUM (Fund size)
₹990 Cr
NAV: ₹ 99.52
as on Jun 05, 2026
Sundaram Infrastructure Advantage Fund (IDCW)

Sundaram Infrastructure Advantage Fund (IDCW) Overview

AUM (Fund size) ₹ 990 Cr
Expense ratio 2.26 %
Exit load 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty Infrastructure TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 12 yrs 2 m since Apr 07, 2014
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Electrical Equipments
13.48%
Power
11.52%
Telecom-Services
11.16%
Construction
11.08%
Petroleum Products
9.71%

Top Holdings

Bharti Airtel 8.48%
Larsen & Toubro 8.43%
Reliance Industr 7.85%
NTPC 5.69%
UltraTech Cem. 3.45%
Bharat Electron 3.10%
Sundaram Liquid Fund - Direct (G) 2.87%
Power Grid Corpn 2.71%
SBI 2.24%
TREPS 2.24%

Peer Comparison

Fund Name 1Y 3Y 5Y
Sundaram Infrastructure Advantage Fund (IDCW) 5.01% 19.99% 17.79%
Canara Robeco Banking and Financial Services Fund - Reg (G) N/A N/A N/A
JioBlackRock Large Cap Fund - Direct (G) N/A N/A N/A
The Wealth Company Small Cap Fund - Direct (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Dir (G) N/A N/A N/A
The Wealth Company Small Cap Fund - Direct (IDCW) N/A N/A N/A

Scheme Information

Sundaram Infrastructure Advantage Fund (IDCW) was launched on 07/04/2014. The fund manages ₹990 Cr in assets. Its current expense ratio is 2.26%.

Fund Manager: Siddarth Mohta

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FAQs on Sundaram Infrastructure Advantage Fund (IDCW)

The current expense ratio of Sundaram Infrastructure Advantage Fund (IDCW) is 2.26%.

The AUM of Sundaram Infrastructure Advantage Fund (IDCW) is ₹990 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Infrastructure Advantage Fund (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹99.52.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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