Portfolio Holdings
As of 31 Mar 2026
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Sundaram Infrastructure Advantage Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Power
11.52%
Electrical Equipment
11.52%
Telecom - Services
11.16%
Construction
11.08%
Petroleum Products
9.70%
Industrial Products
7.39%
Cement & Cement Products
5.71%
Auto Components
5.66%
Banks
4.24%
Aerospace & Defense
3.10%
Transport Services
2.92%
Others
9.16%

All Holdings

Complete list of 49 stocks, grouped by sector. Filter by industry to focus.

49 holdings46.1% top 10 weight18 sectors
#Stock% of NAVValue (₹Cr)
Power 4 stocks11.52%
4NTPC LTD5.69%49.67
7Power Grid Corporation of India Ltd2.71%23.69
12TATA Power Company Ltd1.80%15.72
27Torrent Power Ltd1.32%11.49
Electrical Equipment 10 stocks11.52%
9GE Vernova T and D India Ltd2.13%18.57
19TD Power Systems Ltd1.56%13.62
23Thermax Ltd1.49%13.04
31Suzlon Energy Ltd1.13%9.89
33Siemens Ltd1.11%9.69
35ABB India Ltd1.09%9.51
40Bharat Heavy Electricals Ltd0.91%7.98
41Triveni Turbine Ltd0.86%7.54
44Elecon Engineering Company Ltd0.71%6.21
48Siemens Energy India Limited0.53%4.62
Telecom - Services 3 stocks11.16%
1Bharti Airtel Ltd8.48%73.97
20Indus Towers Ltd (Prev Bharti Infratel Ltd)1.56%13.59
32Bharti Hexacom Ltd1.12%9.81
Construction 3 stocks11.08%
2Larsen & Toubro Ltd8.43%73.59
17Kalpataru Projects International Ltd1.67%14.59
38NCC Ltd0.98%8.51
Petroleum Products 2 stocks9.70%
3Reliance Industries Ltd7.85%68.54
11Bharat Petroleum Corporation Ltd1.85%16.16
Industrial Products 6 stocks7.39%
15Kirloskar Oil Engines Ltd1.71%14.88
16Cummins India Ltd1.70%14.85
25KSB LTD1.42%12.35
26ESAB India Ltd1.42%12.39
43Kirlosakar Pneumatic Company Ltd0.72%6.24
49KEI Industries Ltd0.42%3.63
Cement & Cement Products 3 stocks5.71%
5Ultratech Cement Ltd3.45%30.09
24JK Cement Ltd1.46%12.70
42Ambuja Cements Ltd0.80%7.02
Auto Components 4 stocks5.66%
14S.J.S. Enterprises Ltd1.78%15.51
22ZF Commercial Vehicle Control Systems I Ltd1.50%13.08
28Craftsman Automation Ltd1.28%11.16
34Schaeffler India Ltd1.10%9.61
Banks 2 stocks4.24%
8State Bank of India2.24%19.59
10ICICI Bank Ltd2.00%17.49
Aerospace & Defense 1 stocks3.10%
6Bharat Electronics Ltd3.10%27.04
Transport Services 3 stocks2.92%
29Delhivery Ltd1.24%10.83
30Interglobe Aviation Ltd1.13%9.86
47Container Corporation of India Ltd0.55%4.78
Oil 1 stocks1.79%
13Oil & Natural Gas Corporation Ltd1.79%15.66
Consumer Durables 1 stocks1.61%
18Amber Enterprises India Ltd1.61%14.08
Transport Infrastructure 1 stocks1.50%
21Adani Ports and Special Economic Zone Ltd1.50%13.13
Ferrous Metals 2 stocks1.30%
45Tata Steel Ltd0.66%5.76
46Jindal Steel & Power Ltd0.64%5.57
Healthcare Services 1 stocks1.06%
36Apollo Hospitals Enterprise Ltd1.06%9.27
Gas 1 stocks0.99%
37GAIL (India) Ltd0.99%8.61
Realty 1 stocks0.91%
39Sobha Ltd0.91%7.96