Fundalysisby DARKHORSESTOCKS

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).

AUM(Jun 2014 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026922−5.1%
Aug 2026971−0.8%
Jul 2026979−2.1%
Jun 20261,000+0.2%
May 2026998+0.7%
Apr 2026990+13.4%
Mar 2026873−9.5%
Feb 2026964+5.2%
Jan 2026917−3.2%
Dec 2025947−1.5%
Nov 2025962−0.6%
Oct 2025968+2.7%
AUM at month end, Sept 2026
₹922 Cr
−4.7% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Jun 2014 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20263.70%+0.06 pt
Jun 20263.64%+0.11 pt
Mar 20263.53%+0.01 pt
Dec 20253.52%−0.02 pt
Direct plans' share of AUM, Sept 2026
3.70%
+0.19 pt since Dec 2025
Fig. 2.Sundaram Infrastructure Advantage Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Infrastructure TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−5.86%−5.90%––−4.51%
3 months *
−7.07%−7.19%––−3.15%
6 months *
−1.11%−1.37%––+4.22%
1 year
−0.01%−0.61%−5.54%+5.53 pt+0.43%
3 years
+14.18%+13.53%+12.52%+1.65 pt+12.61%
5 years
+13.60%+12.96%+11.92%+1.67 pt+11.64%
10 years
+13.73%+13.07%+13.13%+0.60 pt+13.94%
Since launch
+13.16%+11.26%+10.40%+2.76 pt+13.17%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Infrastructure TRI. * From NAVs. Source: AMFI.