Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF903J01F68

NAV · 06-Jul-2026

₹103.2359

+1.69%

+4.27%

1Y (CAGR)

+6.28%

3Y (CAGR)

+19.94%

5Y (CAGR)

+18.19%

Since inception (CAGR)

+15.87%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

16.91%

Downside dev (3y)

15.00%

Max drawdown (3y)

-22.8%

Sharpe (3y)

0.79

SIP XIRR (3y)

+11.66%

SIP XIRR (5y)

+16.82%

Calendar-year returns

2020 +10.4%2021 +49.5%2022 +2.1%2023 +41.7%2024 +23.8%2025 +4.1%

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 ↗