
Sundaram Infra Advantage Fund(G)-Direct Plan
+15.91%
5Y annualised
+15.91%
5Y annualised
-0.24% 1D
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Buy, Hold or Sell?
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NAV : 09 Sep 2026
₹108.01
Min. SIP amount
₹100
Fund size (AUM)
965 Cr
Expense ratio
1.87%
Launched on
02 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Sep 2026
₹108.01
Min. SIP amount
₹100
Fund size (AUM)
965 Cr
Expense ratio
1.87%
Launched on
02 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
57.24%
Mid Cap
19.26%
Small Cap
20.48%
Others
3.01%
Sector Allocation
Capital Goods
20.46%
Infrastructure
10.98%
Automobile & Ancillaries
10.96%
Telecom
10.72%
Crude Oil
10.05%
Power
9.96%
Logistics
5.54%
Construction Materials
4.79%
Others
16.52%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.50% on or before 30D, Nil after 30D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Siddarth Mohta
Present
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FAQs
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