Sundaram Infrastructure Advantage Fund Direct Growth

Scheme code: INF903J01F92 NAV value: ₹ 90.6383 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 19.79 72.31 49.54 39.94
3 year 18.94 33.36 26.54 21.06
5 year 19.39 29.29 24.31 22.34
7 year 13.40 18.61 16.27 16.74
10 year 14.12 18.98 16.32 16.53

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 49.54
3 year 7.63 16.87 13.32 26.54
5 year 12.6 19.62 15.37 24.31
7 year 10.81 15.2 13.42 16.27
10 year 9.81 13.99 12.12 16.32
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 49.54
3 year 7.94 17.89 14.14 26.54
5 year 13.28 20.23 15.93 24.31
7 year 10.62 15.28 13.42 16.27
10 year 10.08 14.47 12.61 16.32
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 49.54
3 year 9.26 19.51 15.7 26.54
5 year 14.45 21.69 17.28 24.31
7 year 11.07 15.88 13.98 16.27
10 year 10.64 15.2 13.25 16.32
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 49.54
3 year 9.84 20.48 16.73 26.54
5 year 15.2 22.82 18.38 24.31
7 year 11.31 16.28 14.37 16.27
10 year 11.16 15.89 13.85 16.32
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 49.54
10 year 4.92 20.34 12.6 16.32

Rolling return for 1 year

Average return: 49.54%
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.86 19.79 25.86 19.79 3.04 22.82 01-2024 01-2025
33.59 29.93 40.31 23.7 6.01 31.88 12-2023 12-2024
43.35 39.99 52.69 31.42 7.62 41.86 11-2023 11-2024
48.74 51.17 60.46 40.13 7.24 50.12 10-2023 10-2024
49.37 50.96 56.31 44.26 4.3 50.22 09-2023 09-2024
51.47 55.5 59.85 47.34 4.65 53.54 08-2023 08-2024
60.4 56.91 67.2 50.53 6.02 58.76 07-2023 07-2024
53.86 63.15 72.31 45.68 9.97 58.75 06-2023 06-2024
54.81 66.37 71.82 49.9 8.76 60.72 05-2023 05-2024
58.68 60.44 66.54 52.86 4.88 59.63 04-2023 04-2024
52.04 56.33 62.1 46.62 5.68 54.27 03-2023 03-2024
50.16 53.57 57.56 46.35 4.14 51.91 02-2023 02-2024

Rolling return for 3 year

Average return: 26.54%
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.76 19.9 22.76 19.9 1.43 21.33 01-2022 01-2025
23.86 23.52 25.9 21.52 1.55 23.7 12-2021 12-2024
22.4 21.47 25 18.94 2.17 21.95 11-2021 11-2024
23.58 24 26.74 20.9 2.07 23.8 10-2021 10-2024
26.95 26.77 28.89 24.87 1.42 26.87 09-2021 09-2024
28.34 28.15 30.66 25.87 1.69 28.26 08-2021 08-2024
29.65 29.23 31.45 27.45 1.42 29.44 07-2021 07-2024
27.08 30.15 31.97 25.33 2.59 28.63 06-2021 06-2024
28.8 30.21 33.36 25.76 2.73 29.53 05-2021 05-2024
29.8 29.76 31.91 27.68 1.5 29.79 04-2021 04-2024
26.79 26.68 29.53 24 1.96 26.75 03-2021 03-2024
29.61 27.17 31.7 25.15 2.47 28.41 02-2021 02-2024

Rolling return for 5 year

Average return: 24.31%
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.01 23.57 25.01 23.57 0.72 24.29 01-2020 01-2025
25.4 25.75 26.64 24.52 0.76 25.58 12-2019 12-2024
23.93 25.21 25.5 23.64 0.8 24.57 11-2019 11-2024
25.96 26.15 27.89 24.25 1.29 26.06 10-2019 10-2024
28.12 26.07 29.29 24.93 1.7 27.1 09-2019 09-2024
27.47 27.56 28.85 26.19 0.94 27.52 08-2019 08-2024
26.3 24.42 27.35 23.39 1.55 25.36 07-2019 07-2024
21.88 23.55 24.67 20.78 1.5 22.72 06-2019 06-2024
23.05 22.42 25.64 19.89 2.05 22.75 05-2019 05-2024
21.39 22.01 22.57 20.84 0.65 21.7 04-2019 04-2024
21.45 20.93 23.02 19.39 1.3 21.2 03-2019 03-2024
22.86 22.87 24.05 21.7 0.83 22.87 02-2019 02-2024

Rolling return for 7 year

Average return: 16.27%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.34 13.4 14.34 13.4 0.47 13.87 01-2018 01-2025
14.76 14.31 15.57 13.51 0.75 14.54 12-2017 12-2024
15.32 15.03 16.36 13.99 0.84 15.18 11-2017 11-2024
16.26 16.53 17.52 15.27 0.8 16.4 10-2017 10-2024
17.37 17.12 18.14 16.37 0.63 17.25 09-2017 09-2024
17.7 17.77 18.61 16.86 0.62 17.74 08-2017 08-2024
17.56 17.79 18.26 17.09 0.42 17.68 07-2017 07-2024
16.35 17.52 18.25 15.64 1.01 16.94 06-2017 06-2024
16.26 16.92 18.01 15.19 1.02 16.6 05-2017 05-2024
16.19 16.05 17 15.25 0.62 16.12 04-2017 04-2024
16.33 16.25 17.4 15.19 0.78 16.29 03-2017 03-2024
16.45 16.91 17.25 16.11 0.43 16.68 02-2017 02-2024

Rolling return for 10 year

Average return: 16.32%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.16 14.12 15.16 14.12 0.52 14.64 01-2015 01-2025
15.53 15.24 16.09 14.68 0.51 15.38 12-2014 12-2024
15.11 15.18 15.84 14.46 0.49 15.15 11-2014 11-2024
16.31 16.34 17.2 15.46 0.62 16.33 10-2014 10-2024
16.66 16.51 17.19 15.98 0.43 16.58 09-2014 09-2024
16.87 16.79 17.5 16.17 0.47 16.83 08-2014 08-2024
16.98 16.65 17.47 16.17 0.47 16.82 07-2014 07-2024
15.89 16.61 17.21 15.3 0.72 16.25 06-2014 06-2024
17.75 16.91 18.98 15.7 1.2 17.34 05-2014 05-2024
17.86 17.83 18.43 17.26 0.41 17.84 04-2014 04-2024