Sundaram Infrastructure Advantage Fund
Direct · Growth ₹110.01
04 Aug 2026
NAV
15.9%
3Y CAGR
14.8%
5Y CAGR
15.4%
10Y CAGR
15.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.94
Sharpe
-50.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.71 L | 17.9% | -64.6% | 112.5% |
| 3 Years | ₹36.00 L | ₹47.13 L | 16.9% | -30.1% | 40.9% |
| 5 Years | ₹60.00 L | ₹91.93 L | 16.2% | -14.8% | 35.7% |
| 7 Years | ₹84.00 L | ₹1.57 Cr | 18.4% | 9.7% | 26.8% |
| 10 Years | ₹1.20 Cr | ₹3.07 Cr | 18.4% | 15.3% | 21.1% |
| 12 Years | ₹1.44 Cr | ₹4.03 Cr | 16.2% | 14.9% | 17.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 17.9% | 14.5% | 13.9% | +3.4% |
| 3 Years | 16.9% | 11.2% | 16.8% | +5.8% |
| 5 Years | 16.2% | 10.4% | 16.9% | +5.8% |
| 7 Years | 18.4% | 10.6% | 16.6% | +7.8% |
| 10 Years | 18.4% | 11.5% | 16.9% | +6.9% |
| 12 Years | 16.2% | 11.4% | 16.4% | +4.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.1% | 10.4% | -38.6% | 103.6% | 0.42 | 1.12 | 77% | — | — |
| 3 Years | 15.9% | 17.0% | -11.6% | 39.0% | 0.89 | 2.43 | 90% | — | — |
| 5 Years | 14.8% | 13.4% | -4.4% | 35.2% | 0.98 | 4.68 | 97% | — | — |
| 10 Years | 15.4% | 15.3% | 11.7% | 18.2% | 6.94 | — | 100% | — | — |
-50.6%
Max Drawdown
27 mo
Drawdown Duration
11 mo
Recovery Time
-9.0%
Avg Drawdown
Calmar Ratio by Duration
0.34
1Y
0.31
3Y
0.29
5Y
0.29
7Y
0.31
10Y
0.30
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.28 | 0.92 | 95.3% | 83.6% | 9.0% | 0.2% |
| 3 Years | +10.19 | 1.06 | 108.0% | 95.5% | 18.8% | 8.5% |
| 5 Years | +8.36 | 0.98 | 98.6% | 88.5% | 17.3% | 9.0% |
| 7 Years | +8.44 | 0.91 | 94.5% | 85.7% | 20.4% | 12.5% |
| 10 Years | +4.59 | 0.92 | 94.3% | 88.7% | 15.4% | 11.2% |
| 12 Years | +4.66 | 0.93 | 95.1% | 89.4% | 14.6% | 10.3% |
| 15 Years | +4.24 | 0.94 | 96.2% | 89.8% | 13.1% | 9.0% |
51
Total Holdings
43.4%
Top 10 Weight
21
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Larsen & Toubro Ltd | 8.70% |
| 2 | Bharti Airtel Ltd | 7.69% |
| 3 | Reliance Industries Ltd | 6.60% |
| 4 | NTPC LTD | 4.78% |
| 5 | Ultratech Cement Ltd | 3.15% |
| 6 | Bharat Electronics Ltd | 2.78% |
| 7 | Kirloskar Oil Engines Ltd | 2.65% |
| 8 | GE Vernova T and D India Ltd | 2.52% |
| 9 | Power Grid Corporation of India Ltd | 2.29% |
| 10 | S.J.S. Enterprises Ltd | 2.22% |