Sundaram Infrastructure Advantage Fund Direct Growth

Scheme code: INF903J01F92 NAV value: ₹ 93.8433 NAV date: 7 May, 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	15.51	35.88
3 year	6.28	33.32	15.79	25.13
5 year	3.54	26.02	13.5	14.17
7 year	3.33	15.62	11.71	13.54
10 year	3.49	17.22	10.6	15.53
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	35.88
3 year	9.08	58.7	29.31	25.13
5 year	3.67	48	18.04	14.17
7 year	3.8	31.03	14.14	13.54
10 year	3.8	28.93	12.39	15.53
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	35.88
3 year	7.68	33.37	17.09	25.13
5 year	2.35	27.63	13.51	14.17
7 year	3.76	16.01	12.07	13.54
10 year	3.56	16.94	10.92	15.53
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	35.88
3 year	8.04	34.46	18.26	25.13
5 year	3.37	28.64	14.21	14.17
7 year	3.97	16.42	12.41	13.54
10 year	3.53	17.72	11.22	15.53
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

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	4.9	10.61
3 year	7.3	13.02
5 year	7.48	9.74
7 year	6.39	9.35
10 year	5.95	10.41

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	10.61
3 year	20.64	13.02
5 year	13	9.74
7 year	9.48	9.35
10 year	7.99	10.41

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	10.61
3 year	8.22	13.02
5 year	7.77	9.74
7 year	6.6	9.35
10 year	6.23	10.41

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	10.61
3 year	8.71	13.02
5 year	8.22	9.74
7 year	6.82	9.35
10 year	6.47	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%