Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) - Direct - Growth
A Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
24.49%
Expense Ratio
1.61%
as of 01/02/2026
AUM
₹31.62 Cr
Qtr End: Dec 25
NAV
₹104.942
as of 02/03/2026
3Y Returns (CAGR)
24.49%
Expense Ratio
1.61%
as of 01/02/2026
AUM
₹31.62 Cr
Qtr End: Dec 25
NAV
₹104.942
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹18.9k
Abs. Returns88.5%
CAGR23.6%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.39% | 5.66% | 14.78% |
| 6M | 4.89% | 10.02% | 11.96% |
| 1Y | 20.94% | 20.94% | 13.30% |
| 3Y | 92.94% | 24.49% | 15.85% |
| 5Y | 150.87% | 20.20% | 15.93% |
Scheme Details
- Launch Date
- 10/08/2005
- Fund Age
- 20.6 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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