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Sundaram Infrastructure Advantage Fund
Fund Overview
| AUM (Fund size) | ₹968 Cr |
| Exit load | 0.5% |
| Lock-in Period | Nil |
| Age | 20 yrs 3 m since Aug 10, 2005 |
| Benchmark | NIFTY Infrastructure TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 2.39% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Sundaram Infrastructure Advantage Fund | 2.52% | 7.07% | 9.74% | 22.62% | 25.89% | 14.72% |
| ICICI Prudential Infrastructure Fund | -0.7% | 3.53% | 9.96% | 26.68% | 33.83% | 17.57% |
| DSP India T.I.G.E.R. Fund | 0.68% | 5.04% | 1.99% | 25.97% | 29.95% | 16.76% |
| Franklin Build India Fund | 1.06% | 5.85% | 7.68% | 26.84% | 29.78% | 17.7% |
| HDFC Infrastructure Fund | 0.16% | 3.0% | 7.81% | 26.89% | 31.83% | 11.83% |
| LIC MF Infrastructure Fund | -0.47% | 4.97% | 2.79% | 27.91% | 28.33% | 16.1% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Sundaram Infrastructure Advantage Fund | 15.61 | 0.55 | 0.96 | 1.34 |
| ICICI Prudential Infrastructure Fund | 14.54 | 0.55 | 1.34 | 2.28 |
| DSP India T.I.G.E.R. Fund | 17.71 | 0.61 | 1.05 | 1.42 |
| Franklin Build India Fund | 15.49 | 0.57 | 1.23 | 1.92 |
| HDFC Infrastructure Fund | 16.01 | 0.58 | 1.25 | 1.86 |
| LIC MF Infrastructure Fund | 20.11 | 0.67 | 1.05 | 1.40 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Sundaram Infrastructure Advantage Fund | 968 Cr | 20 yrs 3 m | 2.39% |
| ICICI Prudential Infrastructure Fund | 8,232 Cr | 20 yrs 4 m | 1.84% |
| DSP India T.I.G.E.R. Fund | 5,506 Cr | 21 yrs 6 m | 1.84% |
| Franklin Build India Fund | 3,088 Cr | 16 yrs 4 m | 1.98% |
| HDFC Infrastructure Fund | 2,586 Cr | 17 yrs 10 m | 2.04% |
| LIC MF Infrastructure Fund | 1,054 Cr | 17 yrs 9 m | 2.19% |