Scheme

Sundaram Infrastructure Advantage Fund

Holds 53 companies worth ₹896 Cr in Sept 2026.

Fund house
SundaramThe fund house that runs this scheme.
AUM
₹922 CrSundaram Infrastructure Advantage Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.1% on Aug 2026, ₹971 Cr.
Largest holding
Larsen and ToubroLarsen and Toubro is 8.1% of this scheme's NAV.
Fund manager
Shalav SaketRuns its co-manager part since 31 Dec 2021, as the fund house dates it. With Siddarth Mohta (co-manager).

Holdings^{(Aug 2016 – Sept 2026)}

Holdings in Sept 2026. Tick up to 2 to plot them.
Plot	53 companies ·	₹ Cr
	Larsen and Toubro	74.5
	Bharti Airtel Limited	72.9
	Reliance Industries	60.5
	NTPC	43.3
	UltraTech Cement Limited	30.7
	Kirloskar Oil Engines Limited	30.4
	Bharat Electronics	26.2
	S J S Enterprises Limited	22.6
	Kalpataru Projects International Limited	21.8
	Hitachi Energy India Limited	21.4
	GE Vernova T D India Limited	21.4
	Power Grid Corporation of India	20.8
	State Bank of India	19.2
	ICICI Bank	19.2
	ADANI PORT AND SPECIAL ECONOMIC ZONE LTD	18
	Bharat Petroleum Corp Ltd	17.4
	Apollo Hospitals Enterprise Limited	17.2
	Craftsman Automation Limited	16.7
	Jsw Infrastructure Limited	16.1
	Tata Power Co	14.9
	ESAB India Ltd	13.8
	Thermax	13.6
	Bharat Heavy Electricals	13.5
	TD Power Systems Limited	13.4
	ZF Commercial Vehicle Control Systems India Limited	13.3
	JK Cement	12.7
	Interglobe Aviation Limited	12.5
	Oil and Natural Gas Corporation Limited	12.4
	Siemens	12.3
	Bharti Infratel	12.1
	Cummins India	11.4
	Torrent Power	11
	ABB	10.8
	GAIL India	10.7
	Delhivery Limited	10.7
	KSB Limited	10.3
	Suzlon Energy Limited	9.9
	SCHAEFFLER I LTD	9.7
	Bharti Hexacom Limited	9.3
	Container Corporation of India Limited	9.1
	Nagarjuna Construction Co	8.4
	Sobha Developers	8.2
	Kirloskar Pneumatic Company Limited	8.1
	Amber Enterprises India Limited	7.3
	Indian Hotels Co	7.3
	National Aluminium Co Ltd	6
	Siemens Energy India Limited	5.8
	Jindal Steel and Power Limited	5.7
	Elecon Engineering Co Ltd	5.5
	Tata Steel Limited	5.5

Larsen and Toubro
Bharti Airtel Limited

Market value of each ticked company in Sundaram Infrastructure Advantage Fund, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Larsen and Toubro	Bharti Airtel Limited
Sept 2025	₹76.8 Cr	₹78 Cr
Oct 2025	₹84.7 Cr	₹85.3 Cr
Nov 2025	₹85.5 Cr	₹87.2 Cr
Dec 2025	₹85.8 Cr	₹87.4 Cr
Jan 2026	₹82.6 Cr	₹81.7 Cr
Feb 2026	₹89.8 Cr	₹78 Cr
Mar 2026	₹73.6 Cr	₹74 Cr
Apr 2026	₹84.3 Cr	₹78.3 Cr
May 2026	₹85.6 Cr	₹75.9 Cr
Jun 2026	₹87 Cr	₹76.9 Cr
Jul 2026	₹78 Cr	₹81.8 Cr
Aug 2026	₹80.1 Cr	₹75.2 Cr
Sept 2026	₹74.5 Cr	₹72.9 Cr

Fig. 1.Market value of each ticked company in Sundaram Infrastructure Advantage Fund, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of NAV
Large Cap	23	60.47

Mid Cap	13	14.86

Small Cap	15	21.25

Unlisted	1	0.00

Other equity	1	0.60

Cash & others		2.82

Sectors

Companies

Fig. 2.This scheme's holdings, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

Buying and selling, month by month^{(Oct 2025 – Sept 2026)}

Buying and selling, month by month. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Portfolio^{(Sept 2026)}

Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures. Click a column's header to sort by it.

Larsen and Toubro	Equity	Construction	1.98L	74.5	8.07
Bharti Airtel Limited	Equity	Telecom - Services	4.15L	72.9	7.91
Reliance Industries	Equity	Petroleum Products	5.1L	60.5	6.57
NTPC	Equity	Power	13.4L	43.3	4.69
UltraTech Cement Limited	Equity	Cement & Cement Products	28K	30.7	3.33
Kirloskar Oil Engines Limited	Equity	Industrial Products	1.32L	30.4	3.30
Bharat Electronics	Equity	Aerospace & Defense	6.75L	26.2	2.84
S J S Enterprises Limited	Equity	Auto Components	1L	22.6	2.45
Kalpataru Projects International Limited	Equity	Construction	1.58L	21.8	2.37
Hitachi Energy India Limited	Equity	Electrical Equipment	7K	21.4	2.33
GE Vernova T D India Limited	Equity	Electrical Equipment	51K	21.4	2.32
Power Grid Corporation of India	Equity	Power	8L	20.8	2.26
State Bank of India	Equity	Banks	2L	19.2	2.08
ICICI Bank	Equity	Banks	1.45L	19.2	2.08
ADANI PORT AND SPECIAL ECONOMIC ZONE LTD	Equity	Transport Infrastructure	1L	18	1.95
Bharat Petroleum Corp Ltd	Equity	Petroleum Products	5.75L	17.4	1.89
Apollo Hospitals Enterprise Limited	Equity	Healthcare Services	21K	17.2	1.86
Craftsman Automation Limited	Equity	Auto Components	16K	16.7	1.81
Jsw Infrastructure Limited	Equity	Transport Infrastructure	4.5L	16.1	1.74
Tata Power Co	Equity	Power	4.15L	14.9	1.62
ESAB India Ltd	Equity	Industrial Products	25K	13.8	1.50
Thermax	Equity	Electrical Equipment	40K	13.6	1.47
Bharat Heavy Electricals	Equity	Electrical Equipment	3.25L	13.5	1.47
TD Power Systems Limited	Equity	Electrical Equipment	1.7L	13.4	1.45
ZF Commercial Vehicle Control Systems India Limited	Equity	Auto Components	57K	13.3	1.45
JK Cement	Equity	Cement & Cement Products	25K	12.7	1.38
Interglobe Aviation Limited	Equity	Transport Services	25K	12.5	1.35
Oil and Natural Gas Corporation Limited	Equity	Oil	5.5L	12.4	1.35
Siemens	Equity	Electrical Equipment	33K	12.3	1.33
Bharti Infratel	Equity	Telecom - Services	3.25L	12.1	1.32
Cummins India	Equity	Industrial Products	24K	11.4	1.24
Torrent Power	Equity	Power	88K	11	1.19
ABB	Equity	Electrical Equipment	16K	10.8	1.18
GAIL India	Equity	Gas	6.25L	10.7	1.16
Delhivery Limited	Equity	Transport Services	2.6L	10.7	1.16
KSB Limited	Equity	Industrial Products	1.2L	10.3	1.11
Suzlon Energy Limited	Equity	Electrical Equipment	25L	9.9	1.07
SCHAEFFLER I LTD	Equity	Auto Components	25K	9.7	1.06
Bharti Hexacom Limited	Equity	Telecom - Services	65K	9.3	1.00
Container Corporation of India Limited	Equity	Transport Services	2.03L	9.1	0.98
Nagarjuna Construction Co	Equity	Construction	6.5L	8.4	0.91
Sobha Developers	Equity	Realty	67K	8.2	0.89
Kirloskar Pneumatic Company Limited	Equity	Industrial Products	1.2L	8.1	0.88
Amber Enterprises India Limited	Equity	Consumer Durables	11K	7.3	0.80
Indian Hotels Co	Equity	Leisure Services	1L	7.3	0.79
National Aluminium Co Ltd	Equity	Non - Ferrous Metals	1.75L	6	0.65
Siemens Energy India Limited	Equity	Electrical Equipment	18K	5.8	0.63
Jindal Steel and Power Limited	Equity	Ferrous Metals	50K	5.7	0.61
Elecon Engineering Co Ltd	Equity	Electrical Equipment	1.2L	5.5	0.60
Tata Steel Limited	Rights	Ferrous Metals	3L	5.5	0.60
Ashok Leyland	Equity	Agricultural, Commercial & Construction Vehicles	3.5L	5.4	0.58
Triveni Turbine	Equity	Electrical Equipment	1L	5.4	0.58
Hindustan Dorr Oliver Ltd	Equity	Construction	5.59L	0	0.00

Fig. 4.Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures.