← Sundaram Mutual Fund
Sundaram Infrastructure Advantage Fund Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF903J01F92
NAV · 06-Jul-2026
₹110.9536
1M
+1.73%
6M
+4.62%
1Y (CAGR)
+6.92%
3Y (CAGR)
+20.62%
5Y (CAGR)
+18.85%
Since inception (CAGR)
+16.49%
NAV history
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Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
16.91%
Downside dev (3y)
15.00%
Max drawdown (3y)
-22.6%
Sharpe (3y)
0.84
SIP XIRR (3y)
+12.31%
SIP XIRR (5y)
+17.50%
Calendar-year returns
2020 +10.9%2021 +50.2%2022 +2.6%2023 +42.5%2024 +24.6%2025 +4.7%
Fund facts
Fund managerSiddarth Mohta · Shalav Saket
AUM₹9,970 Cr
Expense ratio1.7% · 2026-05-31
Launch date10-Aug-2005
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
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 ↗