Sundaram Infra Advantage Fund Direct Growth Review 2026: NAV, Returns, Portfolio & Should You Invest?

Sundaram Infra Advantage Fund Direct Growth Plan has a NAV of ₹108.0133 as of 09 Sep 2026 and an AUM of ₹965 Cr. Its 1-year, 3-year and 5-year returns are 7.96%, 15.54% and 15.91% respectively, and the scheme sits in the High Risk category. Our view is that the fund has rewarded patient holding periods better than short holding periods, but its recent stretch has been softer than its longer-term record, so it fits investors who can tolerate volatility and are looking at a multi-year horizon.

Benchmark behaviour also matters here: the fund has stayed ahead of NIFTY 50 over 3 years and 5 years, while the more recent 1-year and 1-month trend has been less stable. The portfolio is led by a mix of infrastructure, telecom, power and related industrial names, which can support upside when the cycle is favourable but can also make short-term swings more visible.

Quick facts

Particular	Details
NAV	₹108.0133 as of 09 Sep 2026
AUM	₹965 Cr
Expense Ratio	1.87%
Launch Date	02 Jan 2013
Min SIP	₹100
Risk Category	High Risk
Benchmark	Nifty 50
Fund Category	Equity
Exit Load	0.50% on or before 30D, Nil after 30D
Fund Managers	Siddarth Mohta

The fund is managed by Siddarth Mohta.

Source data date: as of 09 Sep 2026

Performance

Period	Fund return	Benchmark return
1M	-2.05%	-4.69%
3M	1.41%	0.93%
1Y	7.96%	-7.16%
3Y	15.54%	6%
5Y	15.91%	5.87%

The fund has been stronger than the benchmark across the 1-year, 3-year and 5-year windows. That is important because the longer holding periods are where the compounding gap becomes meaningful, and this fund has maintained a clear edge over NIFTY 50 on those horizons.

The shorter windows tell a more mixed story. The 1-month return is negative, and the recent 3-month gain is modest, which suggests the fund has had a choppier stretch even though it still held up better than the benchmark in both periods. In our view, that makes the recent pattern look more like a pause than a structural break.

Over 3 years and 5 years, the fund’s returns point to a more durable compounding profile than the benchmark. The 5-year figure is especially useful here because it shows that the strategy has added value over a full market cycle rather than just one favourable phase.

Still, the last year has been far less smooth than the long-term record. The combination of a positive 1-year return and weaker very recent performance suggests investors may need to accept short-term swings before the longer-term pattern reasserts itself.

Source data date: as of 09 Sep 2026

Should you BUY or HOLD Sundaram Infra Advantage?

A fund's past returns alone don't tell you whether you should buy it today or continue holding it.

The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.

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Peer comparison

Fund	1Y return	3Y return	5Y return
Sundaram Infra Advantage Fund Direct Growth Plan	7.96%	15.54%	15.91%
ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan	71.49%	36.55%	Data not available
Motilal Oswal Active Momentum Fund Direct Growth Plan	30.08%	Data not available	Data not available
Kotak Healthcare Fund Direct Growth Plan	28.85%	Data not available	Data not available
HDFC Pharma and Healthcare Fund Direct Growth Plan	28.6%	Data not available	Data not available
PGIM India Healthcare Fund Direct Growth Plan	27.47%	Data not available	Data not available

This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. On the recent 1-year measure, the fund trails the fastest peer returns, but it still compares well against some peers on a longer horizon because its 3-year and 5-year figures remain available and steady. That longer-horizon strength matters more than the short-term gap when the goal is to judge a cyclical equity strategy. Where the peer set mostly offers strong recent 1-year numbers without longer track records in several cases, this fund’s 3-year and 5-year record gives a fuller picture of consistency.

Source data date: as of 09 Sep 2026

Portfolio: where your money goes

Holding	Sector	Weight
Bharti Airtel Ltd	Telecom	8.36%
Larsen & Toubro Ltd	Infrastructure	7.97%
Reliance Industries Ltd	Crude Oil	6.81%
NTPC Ltd	Power	4.75%
Ultratech Cement Ltd	Construction Materials	3.4%
TREPS	Cash & Cash Equivalents and Net Assets	3.01%
Bharat Electronics Ltd	Capital Goods	2.67%
Kirloskar Oil Engines Ltd	Automobile & Ancillaries	2.51%
S.J.S. Enterprises Ltd	Automobile & Ancillaries	2.44%
Power Grid Corporation of India Ltd	Power	2.32%

The top 10 holdings account for approximately 44.24% of the portfolio.

To see all holdings, visit the Sundaram Infra Advantage Fund Direct Growth Plan page

Bharti Airtel at 8.36% is the largest disclosed holding, and it is followed by Larsen & Toubro at 7.97% and Reliance Industries at 6.81%. The drop from the first position to the tenth is meaningful, with the tenth holding at 2.32%, so the visible part of the portfolio already shows a clear taper rather than an even spread.

That pattern suggests the fund may have greater influence from a handful of larger positions while still keeping a broader tail of smaller holdings. With 44.24% in the top 10 and 53 holdings disclosed in total, the portfolio looks moderately concentrated rather than narrowly focused.

The sector mix in the largest positions is also tilted toward infrastructure-linked and capital-intensive businesses such as infrastructure, power, telecom, construction materials and industrial names. In our view, that combination can support cyclical upside, but it can also make returns more sensitive to how the infrastructure and capex cycle evolves.

Source data date: as of 09 Sep 2026

Who should invest

This fund suits investors who are comfortable with High Risk equity exposure and can hold through uneven short-term moves. The 1-year return is positive, but the more recent 1-month performance is weaker, so the path can be choppy even when the broader trend is constructive.

It is more suitable for a multi-year horizon than for anyone seeking steady near-term outcomes. The key trade-off is that the fund offers stronger long-term upside potential than the benchmark on the periods available here, but that potential comes with visible volatility and a portfolio that can move with cyclical sectors.

Tax and exit load

Holding period	Tax rate	Description
Units held less than 1 year	20%	Short-term capital gains tax
Units held more than 1 year	12.5%	Long-term capital gains tax

Exit load is 0.50% on or before 30 days, and nil after 30 days.

Source data date: as of 09 Sep 2026

Frequently asked questions

What is the current NAV of Sundaram Infra Advantage Fund Direct Growth Plan?

The current NAV is ₹108.0133 as of 09 Sep 2026.

What are the fund’s 1-year, 3-year and 5-year returns?

The fund’s returns are 7.96% over 1 year, 15.54% over 3 years and 15.91% over 5 years.

How does the fund compare with its benchmark?

It has outperformed NIFTY 50 across the 1-year, 3-year and 5-year periods shown here. The gap is especially clear over 3 years and 5 years.

How does it compare with the peer funds listed here?

Its 1-year return is lower than the strongest peer 1-year figures shown, but it offers a usable 3-year and 5-year track record where several peers do not. That gives the fund a different profile from peers that look stronger only on the most recent year.

What is the minimum SIP amount?

The minimum SIP amount is ₹100.

Who manages the fund and what is the exit load?

The fund is managed by Siddarth Mohta. Exit load is 0.50% on or before 30 days, and nil after 30 days.

Bottom line

Sundaram Infra Advantage Fund Direct Growth Plan looks more convincing on a multi-year basis than on very recent performance. It has stayed ahead of the benchmark over 3 and 5 years, while the latest short-term stretch has been softer. The fund carries High Risk, and its portfolio is led by a mix of telecom, infrastructure, power and industrial names, which may amplify cyclical swings. For investors who can tolerate that pattern, the longer-term record is the more relevant part of the story.

Published on 10 September 2026 at 2:04 PM IST

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RIA disclosure

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.