Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) - Direct - Growth
A Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
22.63%
Expense Ratio
1.70%
as of 01/04/2026
AUM
₹31.62 Cr
Qtr End: Dec 25
NAV
₹107.65
as of 17/04/2026
3Y Returns (CAGR)
22.63%
Expense Ratio
1.70%
as of 01/04/2026
AUM
₹31.62 Cr
Qtr End: Dec 25
NAV
₹107.65
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 7.82% | 35.16% | 22.45% |
| 6M | 4.23% | 8.63% | 17.43% |
| 1Y | 13.91% | 13.91% | 14.38% |
| 3Y | 84.40% | 22.63% | 16.62% |
| 5Y | 148.79% | 20.00% | 16.14% |
Scheme Details
- Launch Date
- 10/08/2005
- Fund Age
- 20.7 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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