Sectoral / Thematic · Equity

Sundaram Infrastructure Advantage Fund

Sundaram Asset Management Company Ltd

Benchmark

Nifty Infrastructure TRI

Riskometer

Very High

Size

₹906 cr

Allotted

Not on record

Holdings as of

Not on record

Sundaram Infrastructure Advantage Fund is a sectoral / thematic fund of Sundaram Asset Management Company Ltd with ₹906 cr under management. It is ahead of its benchmark (Nifty Infrastructure TRI) in 4 of 4 periods. Its direct plan charges 1.80% a year.

Has Sundaram Infrastructure Advantage Fund beaten its benchmark?

Ahead of its benchmark, Nifty Infrastructure TRI, in 4 of 4 periods in AMFI's figures; +0.51% over the last year against −5.72%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−4.94%	−3.60%	—
3 months	−6.86%	−5.03%	—
6 months	−3.45%	−1.83%	—
1 year	+1.24%	−4.06%	+5.30 pts
3 years	+13.67%	+9.27%	+4.40 pts
5 years	+13.29%	+8.00%	+5.29 pts
10 years	+13.85%	+12.69%	+1.16 pts
Since start from 7 Apr 2014	+15.41%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty Infrastructure TRI) in 4 of 4 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+0.51%	−0.09%	−5.72%	+6.23	🔒
3y	+13.60%	+12.96%	+11.70%	+1.90	🔒
5y	+13.37%	+12.73%	+11.54%	+1.83	🔒
10y	+13.93%	+13.26%	+13.40%	+0.53	🔒

Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2016 to 14 Oct 2026

Fund 367Nifty 500 TRI 327

₹100 put in at the start of Oct 2016 would be ₹367 on 14 Oct 2026, against ₹327 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Sundaram Infrastructure Advantage Fund cost?

1.80% a year on the direct plan, 2.33% on the regular plan; 155 of 174 funds in its category charge less.

Direct plan

1.80% a year

Category median 1.22%

Regular plan

2.33% a year

Category median 2.38%

Gap

0.53 points

for the same holdings

155 of 174 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Sundaram Infrastructure Advantage Fund?

ManagersNot on record

Benchmark as filedNot on record

Exit load

Not on record

What does Sundaram Infrastructure Advantage Fund hold?

54 holdings as of None; the ten largest are 43.9% of the fund, the largest Larsen & Toubro Ltd at 8.1%.

Mix

Holdings as of None

Equity97.2%Debt0.0%Cash2.8%Other0.0%

Holdings

52 shares

Top ten

43.9%

of the fund

Effective holdings

29.8

spread, as if equal-weighted

Matched to our table

100%

of the equity

Five largest

% of fund

Larsen & Toubro Ltd8.07%

Bharti Airtel Ltd7.91%

Reliance Industries Ltd6.57%

NTPC LTD4.69%

Ultratech Cement Ltd3.33%

Five largest industries

% of fund

Electrical Equipment14.8%

Construction11.7%

Telecom - Services10.5%

Power10.0%

Petroleum Products8.70%

By company size

% of equity · SEBI size lists

Large Cap62.8%Mid Cap15.3%Small Cap21.9%

How does Sundaram Infrastructure Advantage Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro

Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.

Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro

The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Sundaram Infrastructure Advantage Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro

Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

not an index tracker

Nearest to the Nifty 50: 70% of it differs from the index (an active fund is usually above 60%).

Active share 69.9%60%

Funds that hold much the same

% of holdings in common

CANARA ROBECO INFRASTRUCTURE FUND52.7% the same

26 shared holdings

TATA NIFTY500 MULTICAP INFRASTRUCTURE 50-30-20 INDEX FUND51.5% the same

25 shared holdings

ICICI Prudential Nifty Infrastructure ETF50.8% the same

19 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro

How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

What is the expense ratio of Sundaram Infrastructure Advantage Fund?

1.80% a year on the direct plan and 2.33% on the regular plan (expense report, Oct 2026).

How has Sundaram Infrastructure Advantage Fund done?

Its direct plan returned +13.60% a year over 3 years against +11.70% for its benchmark, Nifty Infrastructure TRI, as of 13 Oct 2026.