Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) - Direct - Growth
A Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
20.17%
Expense Ratio
1.70%
as of 01/05/2026
AUM
₹30.83 Cr
Qtr End: Mar 26
NAV
₹108.309
as of 03/06/2026
3Y Returns (CAGR)
20.17%
Expense Ratio
1.70%
as of 01/05/2026
AUM
₹30.83 Cr
Qtr End: Mar 26
NAV
₹108.309
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 4.00% | 16.98% | 19.86% |
| 6M | 5.04% | 10.33% | 17.97% |
| 1Y | 6.41% | 6.41% | 14.18% |
| 3Y | 73.55% | 20.17% | 16.80% |
| 5Y | 133.82% | 18.52% | 16.22% |
Scheme Details
- Launch Date
- 10/08/2005
- Fund Age
- 20.8 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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