Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities)
sundaram · Equity Scheme - Sectoral/ Thematic · AUM ₹979 cr · Book as of 2026-08
Holdings as of
Holdings: August 2026 · Returns updated 13 Sep 2026
Sectors
Equity 99.8% · Cash & others 0.2% · Total 100%
Electrical Equipment
17.4%
Construction
11.5%
Telecom - Services
10.1%
Power
9.3%
Petroleum Products
8.6%
Industrial Products
7.9%
Auto Components
6.9%
Cement & Cement Products
4.6%
Other equity · 14 sectors
23.5%
Cash & others
0.2%
| Larsen & Toubro Limited | Construction | 8.25 | 80.09 | 0 | 0 | hold |
| Bharti Airtel Limited | Telecom - Services | 7.74 | 75.19 | 0 | 0 | hold |
| Reliance Industries Limited | Petroleum Products | 6.71 | 65.13 | 0 | 0 | hold |
| NTPC Ltd. | Power | 4.52 | 43.87 | 0 | 0 | hold |
| TD Power Systems Limited | Electrical Equipment | 3.8 | 36.99 | +3,57,000 | +27.74 | add |
| UltraTech Cement Limited | Cement & Cement Products | 3.3 | 32.06 | 0 | 0 | hold |
| Bharat Electronics Limited | Aerospace & Defense | 2.88 | 27.98 | 0 | 0 | hold |
| Kirloskar Oil Engines Limited | Industrial Products | 2.85 | 27.71 | +20,000 | +4.2 | add |
| S.J.S. Enterprises Limited | Auto Components | 2.56 | 24.89 | 0 | 0 | hold |
| Hitachi Energy India Limited | Electrical Equipment | 2.43 | 23.63 | 0 | 0 | hold |
| GE Vernova T&D India Limited | Electrical Equipment | 2.33 | 22.67 | 0 | 0 | hold |
| Kalpataru Projects International Ltd | Construction | 2.28 | 22.13 | 0 | 0 | hold |
| State Bank of India | Banks | 2.18 | 21.2 | 0 | 0 | hold |
| Power Grid Corporation of India Limited | Power | 2.17 | 21.08 | 0 | 0 | hold |
| ICICI Bank Limited | Banks | 2.17 | 21.08 | 0 | 0 | hold |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | 1.92 | 18.69 | 0 | 0 | hold |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | 1.92 | 18.63 | 0 | 0 | hold |
| Craftsman Automation Ltd | Auto Components | 1.85 | 17.92 | 0 | 0 | hold |
| Adani Ports and Special Economic Zone Limited | Transport Infrastructure | 1.64 | 15.93 | 0 | 0 | hold |
| Thermax Limited | Electrical Equipment | 1.61 | 15.61 | 0 | 0 | hold |
| JSW Infrastructure Limited | Transport Infrastructure | 1.58 | 15.3 | 0 | 0 | hold |
| Esab India Limited | Industrial Products | 1.58 | 15.3 | 0 | 0 | hold |
| ZF Commercial Vehicle Control Systems India Limited | Auto Components | 1.49 | 14.45 | 0 | 0 | hold |
| Tata Power Company Limited | Power | 1.48 | 14.4 | 0 | 0 | hold |
| Bharat Heavy Electricals Limited | Electrical Equipment | 1.48 | 14.39 | 0 | 0 | hold |
| Siemens Ltd. | Electrical Equipment | 1.37 | 13.3 | 0 | 0 | hold |
| InterGlobe Aviation Ltd. | Transport Services | 1.35 | 13.09 | 0 | 0 | hold |
| JK Cement Ltd. | Cement & Cement Products | 1.32 | 12.83 | 0 | 0 | hold |
| Oil & Natural Gas Corporation Limited | Oil | 1.31 | 12.75 | 0 | 0 | hold |
| Indus Towers Limited | Telecom - Services | 1.3 | 12.64 | 0 | 0 | hold |
| KSB Ltd. | Industrial Products | 1.29 | 12.51 | 0 | 0 | hold |
| Cummins India Ltd. | Industrial Products | 1.26 | 12.25 | 0 | 0 | hold |
| ABB India Ltd. | Electrical Equipment | 1.26 | 12.22 | 0 | 0 | hold |
| Suzlon Energy Ltd | Electrical Equipment | 1.22 | 11.88 | 0 | 0 | hold |
| Delhivery Limited | Transport Services | 1.22 | 11.86 | 0 | 0 | hold |
| GAIL (India) Limited | Gas | 1.14 | 11.09 | 0 | 0 | hold |
| Torrent Power Ltd. | Power | 1.1 | 10.69 | 0 | 0 | hold |
| Container Corporation Of India Ltd. | Transport Services | 1.07 | 10.37 | 0 | 0 | hold |
| Bharti Hexacom Limited | Telecom - Services | 1.03 | 10.05 | 0 | 0 | hold |
| Schaeffler India Limited | Auto Components | 1.03 | 10.04 | 0 | 0 | hold |
| NCC Ltd | Construction | 0.99 | 9.64 | 0 | 0 | hold |
| Kirloskar Pneumatic Company Limited | Industrial Products | 0.88 | 8.58 | 0 | 0 | hold |
| Sobha Ltd. | Realty | 0.87 | 8.41 | 0 | 0 | hold |
| Amber Enterprises India Limited | Consumer Durables | 0.86 | 8.38 | 0 | 0 | hold |
| The Indian Hotels Company Limited | Leisure Services | 0.76 | 7.38 | 0 | 0 | hold |
| Elecon Engineering Comapny Ltd. | Electrical Equipment | 0.74 | 7.21 | 0 | 0 | hold |
| National Aluminium Company Limited | Non - Ferrous Metals | 0.69 | 6.68 | 0 | 0 | hold |
| Ashok Leyland Limited | Agricultural, Commercial & Construction Vehicles | 0.63 | 6.15 | 0 | 0 | hold |
| Jindal Steel Limited | Ferrous Metals | 0.61 | 5.96 | 0 | 0 | hold |
| Siemens Energy India Limited | Electrical Equipment | 0.6 | 5.81 | 0 | 0 | hold |
| Triveni Turbine Limited | Electrical Equipment | 0.6 | 5.78 | 0 | 0 | hold |
| Tata Steel Limited | Ferrous Metals | 0.57 | 5.53 | 0 | 0 | hold |
| Hindustan Dorr Oliver Ltd | Unlisted / other | 0 | 0 | 0 | 0 | hold |