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EQUITY•SECTORAL / THEMATIC

Sundaram Infrastructure Advantage Fund

3 Year return

23.96%
NAV on December 26, 2025
103.6004
1D Returns
-0.3%
Launched on January 2013(12 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
47.22%₹1,700
Total Value ₹5,300

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹961.19 Cr.
Expense Ratio
1.87% (inclusive of GST)
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
3
Crisil
0
Morning Star
2

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Sundaram Mutual Fund Manager

AA

Ashish Aggarwal

Fund Manager since Jan 2022

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund

Asset management company

AUM
₹74,005.23 Cr.
No. of Schemes
104
Setup Date
1996

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Infrastructure Fund27.1124%
0
SBI PSU Fund32.0179%
0
Aditya Birla Sun Life PSU Equity Fund29.5129%
0

About Sundaram Infrastructure Advantage Fund Direct Plan Growth

Sundaram Infrastructure Advantage Fund Direct Growth, an Equity Mutual Fund Scheme from Sundaram Mutual Fund, is a strategic avenue for investors looking to tap into the potential growth of the infrastructure sector. The fund aims to invest in companies that are found promising for capitalising on the expansion within the infrastructure domain. This investment approach is primarily influenced by the nation's economic factors and growth prospects. It's worth noting that this scheme has a relatively higher expense ratio compared to some funds within the category.

Investment Objective of the Scheme

The core investment objective of Sundaram Infrastructure Advantage Fund Direct Plan Growth is to achieve long-term returns. This objective is pursued by predominantly allocating funds to equity and equity-related instruments of companies that are directly or indirectly involved in the infrastructure sector. The fund capitalises on the anticipated growth and development within this sector, aiming to benefit investors as infrastructure continues to evolve.

Key Features of The Fund

5-year return
24.1439%
Expense Ratio
1.87%
Fund Manager
Ashish Aggarwal
Fund Size
₹961.19 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

Sundaram Infrastructure Advantage Fund Direct Plan Growth is tailored for investors who have specific goals in mind. If you're seeking long-term capital growth and are interested in investing in companies linked to the infrastructure industry or those poised to benefit from its expansion, this fund might align with your investment aspirations. However, like any investment decision, it's important to assess your individual financial objectives, risk tolerance, and investment horizon before considering this scheme. Remember to review the fund's prospectus and related documents to comprehensively understand the associated risks and potential rewards before committing to the investment.

AMC Contact Details

NameSundaram Mutual Fund
Launch DateJanuary 1996
AddressSundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Emailcustomerservices@sundarammutual.com
Websitehttps://www.sundarammutual.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Infrastructure Advantage Fund on December 26, 2025, is ₹103.6004
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Infrastructure Advantage Fund, is ₹961.19 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Sundaram Infrastructure Advantage Fund is 1.87%
The Sundaram Infrastructure Advantage Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Infrastructure Advantage Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,300 in 3Y at 23.9585% returns
SIP Date1st of every month

Your next SIP Payment will be on 27 January 2026

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