Sundaram Infrastructure Advantage Fund Institutional-Growth

Fund Card download factsheet

Value Research Rating

Unrated

Our Opinion

premium-user

₹19.3859

As on 22-Jul-2009

Returns

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Calculate SIP Returns of Sundaram Infrastructure Advantage Fund Institutional-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Sundaram Infrastructure Advantage Fund Institutional-Growth

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
5 star
unlock fund advisor
Very High
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1.86
4 star
unlock fund advisor
Very High
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1.89
5 star
unlock fund advisor
Very High
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2.00
4 star
unlock fund advisor
Very High
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2.11
4 star
unlock fund advisor
Very High
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2.28

Other details of Sundaram Infrastructure Advantage Fund Institutional-Growth

Assets

info

Exit Load (Days)

info

--

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

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About Sundaram Infrastructure Advantage Fund Institutional-Growth

Sundaram Infrastructure Advantage Fund Institutional-Growth is a equity mutual fund scheme of Sundaram Mutual Fund. Launched on April 15, 2008, it is currently managed by . The fund has an expense ratio of 2.68% with an overall AUM (Assets Under Management) of ₹873 Cr.

Sundaram Infrastructure Advantage Fund - Institutional Plan is mandated to invest at least 80 per cent of its assets in the shares of companies engaged in infrastructure-related activities. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Suitability

Nobody should invest in Infrastructure funds in our opinion, because:

  • They have a narrow focus on only infrastructure related companies
  • Instead, diversified equity funds which invest across sectors/themes are better

If you still choose to invest:

  • Invest only through SIP
  • Have a 7+ year investment horizon
  • Be prepared to withstand interim sharp declines in investment value

Latest news on Sundaram Infrastructure Advantage Fund Institutional-Growth

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FAQ for Sundaram Infrastructure Advantage Fund Institutional-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Infrastructure Advantage Fund Institutional-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Infrastructure Advantage Fund Institutional-Growth can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Sundaram Infrastructure Advantage Fund Institutional-Growth, is ₹19.3859 as of 19-Apr-2026.

Over the past five years, Sundaram Infrastructure Advantage Fund Institutional-Growth has delivered an annualised return of --% as of 19-Apr-2026.

The minimum investment required to start investing in Sundaram Infrastructure Advantage Fund Institutional-Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.