Investment Objective and Approach

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. Sundaram Infrastructure Advantage Fund is mandated to invest at least 80 per cent of its assets in the shares of companies engaged in infrastructure-related activities.

This is a fund that invests mainly in shares of companies engaged in infrastructure-related activities or are expected to benefit from them. 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 follows a bottom-up stock picking approach and focuses on companies in the capital goods and infrastructure space. This fund's holdings are mostly in Large Cap stocks and in debt instruments, which means it's following a conservative investment strategy.

Key Investment Features:

- Minimum SIP amount: ₹100

- Minimum lumpsum investment: ₹100

- Exit load: 0.5% if redeemed within 30 days

- The fund is rated Very High risk

- Fund launch date: 26 Feb 1996

Fund Managers

The fund is managed by a team of experienced professionals:

S Krishnakumar & Madanagopal Ramu - Current Fund Managers of Sundaram Infrastructure Advantage Fund

Ratish Varier - Mr. Varier is a B.Com. & MBA (Finance). Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

Rohit Seksaria - Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Ashish Aggarwal - Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking. Ashish Aggarwal did PGPM from Infinity Business School. He worked at IL & Fs Investsmart Sec Limited, Collins Stewart India, Mangal Keshav Securities, Tata Securities and Antique Stock Broking Limited before joining Sundaram Mutual as the Associate Fund Manager.

About the Fund House (AMC)

Sundaram Asset Management Company Ltd., the holding organisation of Sundaram Mutual Funds, is a wholly owned subsidiary of Sundaram Finance Limited, one of India's oldest and most recognisable financial institutions. They have over 20 years of experience in fund management at the highest level.

Company Heritage:

- At the time of its inception in 1996, the AMC was co-sponsored by Sundaram Finance Limited and Stewart Newton Holdings (Mauritius).

- Its parent organisation, Sundaram Finance Ltd., was incorporated back in 1954, becoming one of the first financial organisations to be formed in independent India.

- Another company that Sundaram AMC has a history with is the French financial giant, BNP Paribas Asset Management (BNP PAM), which acquired a 49.9% equity stake at Sundaram AMC in the year 2006. The joint venture, however, was short-lived. In 2010, BNP PAM had to relieve its stake at Sundaram Mutual Fund as it acquired the Fortis group, and government regulations dictate that a company can only promote one mutual fund. Since then, Sundaram AMC has been a fully-owned subsidiary of Sundaram Finance Ltd.

Current Position & Scale:

- Total AUM: As of March 31, 2025, Sundaram Mutual Funds manage ₹68,692 crore in Assets Under Management (AUM) across various fund categories.

- Sundaram Asset Management Company Ltd is managing 319 schemes with an Asset under Management of ₹ 70,114.37 crores. Excluding variants, Sundaram Asset Management Company Ltd is managing 17 Equity schemes, 7 Debt schemes, 5 Hybrid schemes and 2 Money market schemes.

- Sundaram is among the top asset management companies in India. Its AUM has grown at a CAGR of 17% over the last 9 years. Sundaram Mutual Fund has been ranked 18th in the Asset Management industry as well.

Network & Operations:

- They have 94 branches including international & shared branches along with 305 distributors.

- Sundaram Mutual Funds has handled over 5.6 million client folios in its decorated history. As of FY18, they have 13.69 million active folios. They have an extensive distribution network with over 35,000 empanelled distributors in their ranks.

- With its headquarters in Chennai, Sundaram Mutual Funds has made customer satisfaction its top priority. They have one of the most robust customer-care operations, with 93 centres spread across the length and breadth of the country.

Should I Invest in Sundaram Infrastructure Advantage Fund?

This fund is suitable for investors with specific investment objectives and risk appetite. Here are key considerations:

Suitable 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.

- Investors with high risk tolerance given the Very High risk rating

- Long-term investment horizon of at least 5-7 years

- Those who believe in India's infrastructure growth story

Important Considerations:

- We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.

- But if you do invest, you must do so only through the SIP route.

- Warning: Do not invest in this, or any other infrastructure fund, if you need to redeem your investment in less than five years.

- Sectoral / Thematic - Infra funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years). The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index. This category is also characterised by higher volatility.

Tax Implications:

- Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

FAQs

What is today's NAV of Sundaram Infrastructure Advantage Fund?

The NAV changes daily based on market performance. You can check the current NAV on the fund house website or through your investment platform like Allvest for real-time updates.

What is the AUM of Sundaram Infrastructure Advantage Fund?

The AUM of Sundaram Infrastructure Advantage Fund is ₹882.01 crore as per the latest available data. AUM figures are updated monthly by the fund house.

What is the expense ratio of Sundaram Infrastructure Advantage Fund?

The fund has an expense ratio of 2.38, which is quite reasonable as compared to most other EQUITY mutual fund schemes. This applies to the regular plan.

What are the returns of Sundaram Infrastructure Advantage Fund since inception?

The fund has delivered an annualised return of 12.79% over 19 years. However, past performance doesn't guarantee future returns.

What is the minimum SIP amount to invest in Sundaram Infrastructure Advantage Fund?

Minimum SIP Investment is set to ₹100. This makes it accessible for small investors to start their investment journey.

How do I invest in Sundaram Infrastructure Advantage Fund?

You can invest through Allvest's platform easily. Complete your KYC, choose between SIP or lumpsum investment, and start with as low as ₹100. Allvest provides a seamless digital investment experience.

How to start a SIP in Sundaram Infrastructure Advantage Fund?

Log into your Allvest account, search for Sundaram Infrastructure Advantage Fund, select SIP option, choose your investment amount (minimum ₹100) and frequency, set up auto-debit, and confirm your investment.

How do I automate an SIP in Sundaram Infrastructure Advantage Fund?

Through Allvest, you can set up auto-debit from your bank account for hassle-free SIP automation. Simply provide your bank mandate during SIP setup for automatic monthly deductions.

How can I withdraw/redeem my investment in Sundaram Infrastructure Advantage Fund?

You can redeem your investment anytime through Allvest's platform. Note that exit load of 0.5% applies if redeemed within 30 days. Redemption proceeds are typically credited within 3-4 working days.