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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 construction768.48.16%
Reliance IndustriesRefineries & marketing716.17.60%
Bharti AirtelTelecom - cellular & fixed line services779.58.27%
National Thermal Power CorporationPower generation456.24.84%
Ultratech CementCement & cement products342.23.63%
Power Grid Corporation of IndiaPower - transmission224.22.38%
Bharat ElectronicsAerospace & defense272.72.89%
SiemensHeavy electrical equipment103.31.10%
KSBCompressors, pumps & diesel engines127.41.35%
Esab IndiaOther industrial products123.31.31%
ABB IndiaHeavy electrical equipment82.90.88%
ABB Power Products and Systems IndiaHeavy electrical equipment1171.24%
NCCCivil construction78.90.84%
Dixon Technologies (India)Consumer electronics65.30.69%
ICICI BankPrivate sector bank195.52.07%
Brigade EnterprisesResidential, commercial projects107.51.14%
Kirloskar Oil EnginesCompressors, pumps & diesel engines102.91.09%
Oil & Natural Gas CorporationOil exploration & production131.71.40%
PNC InfratechCivil construction31.80.00%
Hindustan AeronauticsAerospace & defense108.30.00%
Bharti HexacomTelecom - equipment & accessories107.91.15%
Tata Power CoIntegrated power utilities161.31.71%
Grindwell NortonAbrasives & bearings13.70.00%
TD Power SystemsHeavy electrical equipment112.31.19%
Honeywell Automation IndiaIndustrial products37.10.00%
Cummins IndiaCompressors, pumps & diesel engines129.61.38%
State Bank Of IndiaPublic sector bank174.51.85%
GAIL (India)Gas transmission/marketing1191.26%
Container Corporation Of IndiaLogistics solution provider59.20.63%
JK CementCement & cement products1261.34%
Kalpataru Power TransmissionCivil construction173.21.84%
Craftsman AutomationAuto components & equipments108.71.15%
Adani Ports And Special Economic ZonePort & port services140.41.49%
Apar IndustriesOther electrical equipment37.50.00%
Schaeffler IndiaAuto components & equipments105.21.12%
Triveni TurbineHeavy electrical equipment830.88%
ThermaxHeavy electrical equipment63.40.67%
Sterling and Wilson SolarCivil construction35.10.00%
Ambuja CementsCement & cement products99.71.06%
KEI IndustriesCables - electricals117.81.25%
InterGlobe AviationAirline139.91.48%
Power Finance CorporationFinancial institution126.40.00%
Rural Electrification CorporationFinancial institution64.40.00%
Jindal Steel & PowerIron & steel products47.30.51%
APL Apollo TubesIron & steel products75.90.81%
Coal IndiaCoal93.70.00%
DelhiveryLogistics solution provider105.81.12%
Indus TowersTelecom - infrastructure111.41.18%
Bharat Heavy ElectricalsHeavy electrical equipment77.50.82%
Kesoram IndustriesCement84.80.00%
SJS EnterprisesAuto components & equipments181.61.93%
Indian Oil CorporationRefineries & marketing78.70.00%
Birla CorporationCement & cement products76.70.00%
Bharat Petroleum CorporationRefineries & marketing195.32.07%
Inox IndiaEngineering62.20.00%
Orient RefractoriesElectrodes & refractories60.50.00%
SobhaResidential, commercial projects103.31.10%
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 engines92.70.98%
CG Power and Industrial SolutionsHeavy electrical equipment109.20.00%
Greaves CottonCompressors, pumps & diesel engines1110.00%
Amber Enterprises IndiaHousehold appliances173.91.85%
HG Infra EngineeringCivil construction65.10.69%
Premier EnergiesOther electrical equipment54.10.00%
GE T&D IndiaHeavy electrical equipment189.52.01%
Waaree EnergiesOther electrical equipment57.10.00%
Elecon Engineering CoIndustrial products99.41.05%
Praj IndustriesIndustrial products44.50.47%
Torrent PowerIntegrated power utilities107.31.14%
Suzlon EnergyHeavy electrical equipment137.61.46%
MarginOther51.50.00%
Suzlon EnergyHeavy electrical equipment87.30.96%
MarginOther51.50.00%
Kotak Mahindra BankPrivate sector bank77.30.00%
Bharat ForgeCastings & forgings54.60.58%
SEIL Energy IndiaPower generation520.00%
WABCO IndiaAuto components & equipments122.61.30%
Siemens Energy IndiaPower generation72.10.77%
Oswal PumpsCompressors, pumps & diesel engines50.50.54%
Jindal SteelIron & steel products53.20.56%