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.
Exit Load0.50%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Siddarth Mohta
Mr. Mohta is a MBA (Finance), Financial Risk Management
Has over 16 years of experience as an Equity Analyst/Finance Manager.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Infrastructure Advantage Fund is ₹101.76 as of 2026-08-28.
Sundaram Infrastructure Advantage Fund is classified as a Thematic-Infrastructure fund.
The Assets Under Management (AUM) of Sundaram Infrastructure Advantage Fund is ₹979.01 Cr.
The expense ratio of Sundaram Infrastructure Advantage Fund is 2.3%.
Sundaram Infrastructure Advantage Fund is managed by Siddarth Mohta.
The minimum SIP investment for Sundaram Infrastructure Advantage Fund is ₹100.
The exit load for Sundaram Infrastructure Advantage Fund is 0.5%.
As per the SEBI Riskometer, Sundaram Infrastructure Advantage Fund carries a Very High risk level.
Sundaram Infrastructure Advantage Fund has delivered 9.43% (1Y), 17.17% (3Y) and 17.1% (5Y) annualised returns as of 2026-08-28.
Sundaram Infrastructure Advantage Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
