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Sundaram Infrastructure Advantage Fund (Jan to Mar 2025)

Nav 1: 98.5366

Date : 19-May-2025

Average AUM : 2850.27

Stock Name Sector Value Mn % of Total Holdings More Details
Larsen & ToubroCivil construction763.77.94%
Reliance IndustriesRefineries & marketing729.97.59%
Bharti AirtelTelecom - cellular & fixed line services794.48.26%
National Thermal Power CorporationPower generation447.94.66%
Ultratech CementCement & cement products3433.57%
Power Grid Corporation of IndiaPower - transmission232.82.42%
Bharat ElectronicsAerospace & defense258.62.69%
SiemensHeavy electrical equipment100.11.04%
KSBCompressors, pumps & diesel engines1301.35%
Esab IndiaOther industrial products133.21.39%
ABB IndiaHeavy electrical equipment88.20.92%
ABB Power Products and Systems IndiaHeavy electrical equipment130.61.36%
NCCCivil construction82.70.86%
Dixon Technologies (India)Consumer electronics67.40.70%
ICICI BankPrivate sector bank222.22.31%
Brigade EnterprisesResidential, commercial projects128.71.34%
Kirloskar Oil EnginesCompressors, pumps & diesel engines101.31.05%
Oil & Natural Gas CorporationOil exploration & production132.61.38%
PNC InfratechCivil construction31.80.00%
Hindustan AeronauticsAerospace & defense108.30.00%
Bharti HexacomTelecom - equipment & accessories120.11.25%
Tata Power CoIntegrated power utilities165.11.72%
Grindwell NortonAbrasives & bearings13.70.00%
TD Power SystemsHeavy electrical equipment117.31.22%
Honeywell Automation IndiaIndustrial products37.10.00%
Cummins IndiaCompressors, pumps & diesel engines106.71.11%
State Bank Of IndiaPublic sector bank151.31.57%
GAIL (India)Gas transmission/marketing111.11.15%
Container Corporation Of IndiaLogistics solution provider65.10.68%
JK CementCement & cement products166.51.73%
Kalpataru Power TransmissionCivil construction149.21.55%
Craftsman AutomationAuto components & equipments121.51.26%
Adani Ports And Special Economic ZonePort & port services137.31.43%
Apar IndustriesOther electrical equipment37.50.00%
Schaeffler IndiaAuto components & equipments1031.07%
Triveni TurbineHeavy electrical equipment80.90.84%
ThermaxHeavy electrical equipment78.80.82%
Sterling and Wilson SolarCivil construction35.10.00%
Ambuja CementsCement & cement products103.71.08%
KEI IndustriesCables - electricals111.51.16%
InterGlobe AviationAirline147.81.54%
Power Finance CorporationFinancial institution126.40.00%
Rural Electrification CorporationFinancial institution64.40.00%
Jindal Steel & PowerIron & steel products48.30.50%
APL Apollo TubesIron & steel products72.10.75%
Coal IndiaCoal93.70.00%
DelhiveryLogistics solution provider99.91.04%
Indus TowersTelecom - infrastructure1181.23%
Bharat Heavy ElectricalsHeavy electrical equipment77.50.81%
Kesoram IndustriesCement84.80.00%
SJS EnterprisesAuto components & equipments153.41.60%
Indian Oil CorporationRefineries & marketing78.70.00%
Birla CorporationCement & cement products76.70.00%
Bharat Petroleum CorporationRefineries & marketing189.41.97%
Inox IndiaEngineering62.20.00%
Orient RefractoriesElectrodes & refractories60.50.00%
SobhaResidential, commercial projects1201.25%
JSW InfrastructureEngineering, designing, construction46.70.00%
Greenpanel IndustriesPlywood boards/ laminates12.20.00%
Sona BLW Precision ForgingsAuto components & equipments39.10.00%
Dalmia BharatCement & cement products46.20.00%
Oberoi RealtyResidential, commercial projects910.00%
Kirloskar Pneumatic CoCompressors, pumps & diesel engines101.61.06%
CG Power and Industrial SolutionsHeavy electrical equipment109.20.00%
Greaves CottonCompressors, pumps & diesel engines1110.00%
Amber Enterprises IndiaHousehold appliances171.21.78%
HG Infra EngineeringCivil construction72.70.76%
Premier EnergiesOther electrical equipment54.10.00%
GE T&D IndiaHeavy electrical equipment190.91.98%
Waaree EnergiesOther electrical equipment57.10.00%
Elecon Engineering CoIndustrial products99.81.04%
Praj IndustriesIndustrial products79.40.83%
Torrent PowerIntegrated power utilities104.81.09%
Suzlon EnergyHeavy electrical equipment123.21.28%
MarginOther51.50.00%
Suzlon EnergyHeavy electrical equipment87.30.96%
MarginOther51.50.00%
Kotak Mahindra BankPrivate sector bank77.30.00%
Bharat ForgeCastings & forgings52.60.55%
SEIL Energy IndiaPower generation520.00%
WABCO IndiaAuto components & equipments125.31.30%
Siemens Energy IndiaPower generation680.71%
Oswal PumpsCompressors, pumps & diesel engines60.50.63%