Sundaram Infrastructure Advantage Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF903J01F76

NAV · 06-Jul-2026

₹59.1222

+1.69%

+4.27%

1Y (CAGR)

-0.71%

3Y (CAGR)

+11.45%

5Y (CAGR)

+11.47%

Since inception (CAGR)

+10.71%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

18.17%

Downside dev (3y)

17.38%

Max drawdown (3y)

-28.6%

Sharpe (3y)

0.27

SIP XIRR (3y)

+4.85%

SIP XIRR (5y)

+9.14%

Calendar-year returns

2020 +6.0%2021 +39.2%2022 -5.1%2023 +31.6%2024 +14.5%2025 -2.7%

Fund facts

Fund managerSiddarth Mohta · Shalav Saket

AUM₹9,970 Cr

Launch date10-Aug-2005

Plan typeOpen Ended · Equity

Min lumpsum5000

Lock-inNone

Volatility17.47

AMCSundaram Asset Management Company Ltd

Objective · To generate long-term returns by investing predominantly in equity / equity-related instruments of companies engaged either directly or indirectly in infrastructure - and infrastructure related activities or expected to benefit from the growth and development of infrastructure

scheme documents ↗