Sundaram Infrastructure Advantage Fund Regular Plan

Sectoral / ThematicEquity Rank 62 of 157

NAV · Regular-Growth

—+0.84+0.92%

As of — · AMFI

NAV growth+5.7%

Jan ’25Jan ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 10 of 12 years

Beats its Sectoral / Thematic category on 3Y & 5Y but trails on 1Y.

1Y return

+8.9%

-0.6 vs cat

3Y CAGR

+18.3%

+1.1 vs cat

5Y CAGR

+17.3%

+2.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

18.0%

3Y std dev

Go deeper on Sundaram Infrastructure Advantage Fund Regular Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Infrastructure Advantage Fund Regular Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Infrastructure Advantage Fund Regular Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Infrastructure Advantage Fund Regular Plan is a Sectoral / Thematic scheme from Sundaram. Long-run track record: about 17.3% CAGR over 5 years. Worst historical drawdown: -71% in Mar 2009, recovered in 104 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF903J01F68

NAV (Direct-Growth)

₹91.8360

Last 1Y

+5.68%

Jan 25Min ₹77.29 · Max ₹98.65 · 248 ptsJan 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2009

-70.8%

Peak ₹33.78 on 7 Jan 2008 → trough ₹9.86 on 9 Mar 2009 (14 months down).

Recovered in 104 months· 13 Sept 2017

Mar 2020

-51.3%

Peak ₹40.28 on 8 Jan 2018 → trough ₹19.62 on 24 Mar 2020 (27 months down).

Recovered in 11 months· 3 Mar 2021

Jun 2006

-35.4%

Peak ₹17.19 on 10 May 2006 → trough ₹11.10 on 14 Jun 2006 (1 months down).

Recovered in 6 months· 1 Dec 2006

Feb 2025 — ongoing

-22.8%

Peak ₹100.14 on 27 Sept 2024 → trough ₹77.29 on 28 Feb 2025 (5 months down).

Not yet recovered

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.59%	-0.40%	43/ 286
1M	+0.93%	+2.47%	205/ 286
3M	+1.89%	+8.01%	269/ 286
6M	+2.55%	+6.33%	176/ 278
YTD	+6.17%	+6.03%	113/ 273
1Y	+8.95%	+9.52%	110/ 258
2Y	+3.80%	+5.82%	118/ 203
3Y	+18.31%	+17.18%	62/ 157
5Y	+17.28%	+14.76%	34/ 125
7Y	+19.39%	+18.88%	46/ 104
10Y	+14.52%	+14.74%	45/ 81

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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