Sundaram Mutual FundEquity Scheme - Sectoral/ ThematicRegularGrowth

Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) - Regular Plan - GROWTH

Scheme code #129213 · Open Ended Schemes

₹101.1793

Latest NAV

03-09-2026

0.39%

Day change

₹105.9918

52-week high

₹89.8112

52-week low

NAV history

Returns

1 month	-1.51%
3 months	0.35%
6 months	3.41%
1 year (absolute)	7.29%
3 years (absolute)	56.96%
5 years (absolute)	108.66%
1Y CAGR	7.30%
3Y CAGR	16.18%
5Y CAGR	15.85%
Since inception CAGR	15.51%

Risk metrics

Volatility (1Y, annualized σ)	14.32%
Volatility (3Y, annualized σ)	16.96%
Max drawdown (1Y)	-10.54%
Max drawdown (3Y)	-22.82%
Max drawdown (all time)	-51.29%
Sharpe ratio (1Y, rf=6%)	0.08
Sharpe ratio (3Y, rf=6%)	0.54

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Sectoral/ Thematic
Plan	Regular
Option	Growth
ISIN (Growth)	INF903J01F68
ISIN (Div reinvest)	—
AMC code	S
Scheme code	129213
Earliest NAV date	07-04-2014
Total NAV observations	3,051
History last refreshed	2026-09-04 07:09:44 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.