Sundaram Infrastructure Advantage Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation20.5%
Sharpe Ratio-0.24
Beta1.24
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bharti Airtel LtdServices8.70%
Reliance Industries LtdEnergy & Infra8.33%
Larsen & Toubro LtdCapital Goods7.85%
NTPC LtdUtilities4.57%
TrepsUtilities3.92%
UltraTech Cement LtdCapital Goods3.45%
Bharat Electronics LtdCapital Goods2.90%
Power Grid Corp Of India LtdUtilities2.44%
ICICI Bank LtdFinancial Services2.36%
GE Vernova T&D India LtdCapital Goods2.16%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.38%
Regulatory & Tax Information
INF903J01F84
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)