Sundaram Infrastructure Advantage Fund Direct Growth

Scheme code: INF903J01F92 NAV value: ₹ 90.8978 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-5.31	72.31	35.88	29.45
3 year	8.96	39.95	25.13	21.23
5 year	-2.05	35.21	14.17	15.79
7 year	8.30	18.61	13.54	14.27
10 year	11.72	18.98	15.53	16.08

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	35.88
3 year	6.28	33.32	15.57	25.13
5 year	0.74	26.02	12.91	14.17
7 year	3.33	15.62	11.64	13.54
10 year	3.49	17.22	10.65	15.53
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	35.88
3 year	6.56	32.12	15.66	25.13
5 year	1	26.2	12.75	14.17
7 year	3.8	15.42	11.84	13.54
10 year	3.8	18	11.09	15.53
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	35.88
3 year	7.68	33.37	17	25.13
5 year	0.71	27.63	13.15	14.17
7 year	3.76	16.01	12.04	13.54
10 year	3.56	16.94	10.94	15.53
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	35.88
3 year	8.04	34.46	17.98	25.13
5 year	0.69	28.64	13.53	14.17
7 year	3.97	16.42	12.35	13.54
10 year	3.53	17.72	11.24	15.53
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 35.88% - Median return: 43.8% - Average standard deviation: 6.41

Rolling return for 3 year

- Average return: 25.13% - Median return: 25.55% - Average standard deviation: 2.3

Rolling return for 5 year

- Average return: 14.17% - Median return: 13.02% - Average standard deviation: 1.17

Rolling return for 7 year

- Average return: 13.54% - Median return: 13.23% - Average standard deviation: 0.76

Rolling return for 10 year

- Average return: 15.53% - Median return: 15.87% - Average standard deviation: 0.63

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,27,240	1,27,240	10.61
3 year	36,00,000	51,97,472	15,97,472	13.02
5 year	60,00,000	95,47,800	35,47,800	9.74
7 year	84,00,000	1,57,03,883	73,03,883	9.35
10 year	1,20,00,000	3,22,93,668	2,02,93,668	10.41

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	10.61
3 year	7.35	13.02
5 year	7.28	9.74
7 year	6.36	9.35
10 year	5.93	10.41

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	10.61
3 year	7.51	13.02
5 year	7.25	9.74
7 year	6.38	9.35
10 year	6.15	10.41

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	10.61
3 year	8.25	13.02
5 year	7.64	9.74
7 year	6.58	9.35
10 year	6.21	10.41

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	10.61
3 year	8.74	13.02
5 year	7.97	9.74
7 year	6.78	9.35
10 year	6.43	10.41

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,27,240 - Absolute Returns: ₹1,27,240 - CAGR: 10.61%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,97,472 - Absolute Returns: ₹15,97,472 - CAGR: 13.02%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹95,47,800 - Absolute Returns: ₹35,47,800 - CAGR: 9.74%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,57,03,883 - Absolute Returns: ₹73,03,883 - CAGR: 9.35%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,22,93,668 - Absolute Returns: ₹2,02,93,668 - CAGR: 10.41%