Sundaram Infrastructure Advantage Fund holds 55 instruments (96.98% equity), led by Bharti Airtel Limited (8.36%), Larsen & Toubro Limited (7.97%) and Reliance Industries Limited (6.81%), as of its 31 July 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Sundaram Infrastructure Advantage Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 55 instruments with an equity allocation of 96.98%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Sundaram Infrastructure Advantage Fund's top 10 holdings account for 43.53% of its portfolio, more diversified than the Thematic category average of 50.4%. Industrials is its largest sector exposure at 36.49% of net assets, spread across 10 sectors in total. Since its 30 June 2026 disclosure, the fund added 0 new positions and exited 0 positions, with Larsen & Toubro Limited seeing the largest move (-0.73pp to 7.97%).
Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Stock | Weight | Change |
|---|---|---|
| Bharti Airtel Limited | 7.69% → 8.36% | ▲ +0.67 |
| Container Corporation of India Limited | 0.77% → 1.09% | ▲ +0.32 |
| UltraTech Cement Limited | 3.15% → 3.4% | ▲ +0.25 |
| S.J.S. Enterprises Limited | 2.22% → 2.44% | ▲ +0.22 |
| Reliance Industries Limited | 6.6% → 6.81% | ▲ +0.21 |
| ICICI Bank Limited | 1.99% → 2.13% | ▲ +0.14 |
| Bharat Petroleum Corporation Limited | 1.75% → 1.88% | ▲ +0.13 |
| Bharti Hexacom Limited | 0.96% → 1.07% | ▲ +0.11 |
| Apollo Hospitals Enterprise Limited | 1.82% → 1.92% | ▲ +0.1 |
| Craftsman Automation Limited | 1.51% → 1.61% | ▲ +0.1 |
| Stock | Weight | Change |
|---|---|---|
| Larsen & Toubro Limited | 8.7% → 7.97% | ▼ -0.73 |
| Thermax Limited | 2.06% → 1.76% | ▼ -0.3 |
| GE Vernova T&D India Limited | 2.52% → 2.25% | ▼ -0.27 |
| Kirloskar Pneumatic Company Limited | 1.17% → 0.91% | ▼ -0.26 |
| Suzlon Energy Limited | 1.47% → 1.23% | ▼ -0.24 |
| Elecon Engineering Company Limited | 0.93% → 0.75% | ▼ -0.18 |
| Hitachi Energy India Limited | 2.45% → 2.3% | ▼ -0.15 |
| Kirloskar Oil Engines Limited | 2.65% → 2.51% | ▼ -0.14 |
| Ksb Limited | 1.49% → 1.36% | ▼ -0.13 |
| Bharat Electronics Limited | 2.78% → 2.67% | ▼ -0.11 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).
New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.
Source: Sundaram Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.