Sundaram Infrastructure Advantage Fund

AMC: SUNDARAM Moderate Risk Equity Sectoral/Thematic

📊 Quick Summary Of This Page

Sundaram Infrastructure Advantage Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
1.93%
Expense Ratio
Mr. Siddarth Mohta
Fund Manager
Growth
Plan Type
29 Sep 2005
Launch Date
0.5%
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
Exit Load
NAV Momentum
Fund Analysis

Sundaram Infrastructure Advantage Fund does not yet have a 5-year performance history.

The average return for Sectoral/Thematic funds is 77.59% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 14.65% -0.11%
2 Year Return 51.10% 12.90%
3 Year Return 90.35% 41.33%
4 Year Return 244.76% 59.19%
5 Year Return 195.45% 77.59%
6 Year Return 180.09% 118.07%
7 Year Return 316.80% 140.00%
Expense Ratio 1.93% -
NAV History
Fund Information

AMC: SUNDARAM

Category: Equity • Sectoral/Thematic

Launch Date: 29 Sep 2005

Fund Manager: Mr. Siddarth Mohta

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Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Sundaram Infrastructure Advantage Fund is managed by SUNDARAM and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

View Similar Funds
🚀 Explore The Complete Mutual Fund Universe
Discover top-ranked mutual funds, compare schemes, analyze portfolio holdings, explore AMCs, identify category leaders and use powerful investment planning tools — all from one place.
Explore CheckPAN
Browse 7,500+ mutual funds, leading AMCs, portfolio companies and investment insights.
Frequently Asked Questions

Sundaram Infrastructure Advantage Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Sundaram Infrastructure Advantage Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Sundaram Infrastructure Advantage Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Sundaram Infrastructure Advantage Fund, based on the latest portfolio data.

Sundaram Infrastructure Advantage Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Sundaram Infrastructure Advantage Fund is , which represents the annual cost charged for managing the fund.

Sundaram Infrastructure Advantage Fund manages assets worth approximately , representing the total investor capital under management.

Sundaram Infrastructure Advantage Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Sundaram Infrastructure Advantage Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Sundaram Infrastructure Advantage Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Sundaram Infrastructure Advantage Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Sundaram Infrastructure Advantage Fund and making investment decisions.

Yes, Sundaram Infrastructure Advantage Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Sundaram Infrastructure Advantage Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Sundaram Infrastructure Advantage Fund to estimate returns and wealth creation over different time periods.