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Sundaram Infrastructure Advantage Fund Direct Plan - Growth is an equity scheme managed by Sundaram Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 25.57%, with the bottom and top quartiles at 22.46% and 29.73% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 1.70% on assets of ₹990Cr. The fund is currently managed by Shalav Saket, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 92% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| LARSEN AND TOUBRO LIMITED | Industrials | 8.51% |
| BHARTI AIRTEL LIMITED | Communication Services | 7.91% |
| RELIANCE INDUSTRIES LIMITED | Energy | 7.37% |
| NTPC LIMITED | Utilities | 5.40% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 3.28% |
| BHARAT ELECTRONICS LIMITED | Industrials | 2.94% |
| POWER GRID CORPORATION OF INDIA LIMITED | Utilities | 2.57% |
| HITACHI ENERGY INDIA LIMITED | Industrials | 2.37% |
| STATE BANK OF INDIA | Financial Services | 2.16% |
| KIRLOSKAR OIL ENGINES LIMITED | Industrials | 1.92% |
| TD POWER SYSTEMS LIMITED | Industrials | 1.86% |
| ICICI BANK LIMITED | Financial Services | 1.85% |
| S.J.S. ENTERPRISES LIMITED | Consumer Cyclical | 1.83% |
| AMBER ENTERPRISES INDIA LIMITED | Consumer Cyclical | 1.74% |
| BHARAT PETROLEUM CORPORATION LTD. | Energy | 1.74% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED | Industrials | 1.67% |
| OIL AND NATURAL GAS CORPORATION LIMITED | Energy | 1.66% |
| THERMAX LIMITED | Industrials | 1.65% |
| ESAB INDIA LIMITED | Industrials | 1.58% |
| TORRENT POWER LIMITED | Utilities | 1.54% |
| KSB Limited | Industrials | 1.53% |
| ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED | Consumer Cyclical | 1.41% |
| SUZLON ENERGY LIMITED | Industrials | 1.40% |
| INDUS TOWERS LIMITED | Communication Services | 1.35% |
| J.K.CEMENT LIMITED | Basic Materials | 1.33% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 25.83% |
| Oil, Gas & Consumable Fuels | — | 11.80% |
| Power | — | 11.37% |
| Construction | — | 11.33% |
| Telecommunication | — | 10.26% |
| Automobile and Auto Components | — | 5.52% |
| Construction Materials | — | 5.40% |
| Services | — | 5.38% |
| Financial Services | 2 | 4.01% |
| Consumer Durables | — | 1.74% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -5.53% | 4.96% | 20.18% | 50.63% | 88.39% | 90.8% |
| 3Y | 15.99% | 22.46% | 25.57% | 29.73% | 34.05% | 100.0% |
| 5Y | 18.24% | 21.13% | 25.47% | 28.22% | 31.72% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 44.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|
| DSP India T.I.G.E.R. Fund - Direct Plan - Growth | DSP Mutual Fund | ₹5,789 Cr | 0.89% | +27.06% | +24.59% | 5★ |
| CANARA ROBECO INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH OPTION | Canara Robeco Mutual Fund | ₹989 Cr | 1.00% | +24.97% | +23.53% | 5★ |
| Invesco India Infrastructure Fund - Direct Plan - Growth Option | Invesco Mutual Fund | ₹1,457 Cr | 3.16% | +23.80% | +21.89% | 3★ |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | SBI Mutual Fund | ₹4,805 Cr | 1.04% | +19.90% | +19.54% | 3★ |
| Taurus Infrastructure Fund - Direct Plan - Growth | Taurus Mutual Fund | ₹9 Cr | 1.87% | +15.87% | +13.51% | 1★ |
| Mirae Asset Infrastructure Fund - Direct Plan - Growth | Mirae Asset Mutual Fund | ₹398 Cr | 1.59% | — | — | — |