Sundaram Infrastucture Advantage Fund
The scheme aims to generate consistent long-term returns by investing predominantly in equity or equity related instruments of companies in the capital goods sector.
Growthvine rating: 4/5 — ranked #15 of 87 in category.
Fund basics
| Category | Equity: Sectoral |
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| NAV | ₹92.66 (as of 2026-10-22) |
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| AUM | ₹971 Cr |
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| Expense ratio | 1.95% |
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| Riskometer | Very High |
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| Fund manager | Siddarth Mohta |
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| Exit load | 0.5% for redemption within 30 days |
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Performance & risk
| 5-year annualised return | 13.92% |
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| Sharpe ratio | 0.49 |
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| Standard deviation | 18.31% |
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| Max drawdown | −51.29% |
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| Alpha | 2.64 |
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| Beta | 0.63 |
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Over 5 years, captured 114.4% of Nifty 500's upside and 95.2% of its downside.
Market cap allocation
| Large cap | 62.8% |
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| Mid cap | 15.3% |
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| Small cap | 21.9% |
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Concentration
| Top 5 holdings | 30.6% |
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| Top 10 holdings | 43.9% |
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| Total holdings | 52 |
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Top holdings
- Larsen & Toubro Limited — 8.1%
- Bharti Airtel Ltd. — 7.9%
- Reliance Industries Ltd — 6.6%
- NTPC Limited — 4.7%
- UltraTech Cement Ltd — 3.3%
- Kirloskar Oil Engines Limited — 3.3%
- Bharat Electronics Ltd. — 2.8%
- S.J.S. Enterprises Limited — 2.5%
- KALPATARU PROJECTS INTERNATIONAL LIMITED — 2.4%
- HITACHI ENERGY INDIA LIMITED — 2.3%
Top sectors
- Construction — 16.1%
- Electricals — 14.4%
- Telecom — 10.2%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −4.3% | Q2 | #37 of 76 |
| 2025 | 4.1% | Q2 | #25 of 69 |
| 2024 | 23.8% | Q3 | #32 of 58 |
| 2023 | 41.7% | Q2 | #14 of 48 |
| 2022 | 2.1% | Q3 | #31 of 46 |