Should I invest in Sundaram Infrastructure Advantage Fund Direct Plan?

We don't give personal investment advice. Sundaram Infrastructure Advantage Fund Direct Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.6%. 5-year CAGR: 18.98%.

Sundaram

Sundaram Infrastructure Advantage Fund Direct Plan - Growth

Latest NAV

₹108.3090

As of

3 Jun 2026

2,985 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.38%	+0.27%	-0.65	231 / 258	Q4
1W	-1.92%	-1.34%	-0.58	172 / 258	Q3
2W	+0.20%	+0.04%	+0.16	123 / 259	Q2
1M	-2.08%	-0.39%	-1.70	191 / 259	Q3
3M	+3.30%	+2.19%	+1.11	106 / 257	Q2
6M	+3.99%	-1.09%	+5.08	62 / 247	Q2
YTD	+4.03%	-1.30%	+5.33	67 / 247	Q2
1Y	+8.43%	+5.02%	+3.41	69 / 230	Q2
2Y	+2.77%	+5.50%	-2.73	113 / 182	Q3
3Y	+21.86%	+16.94%	+4.92	38 / 139	Q2
4Y	+21.00%	+16.57%	+4.43	27 / 119	Q1
5Y	+18.98%	+13.73%	+5.25	25 / 109	Q1
7Y	+17.25%	+16.42%	+0.83	42 / 91	Q2
10Y	+16.14%	+15.07%	+1.07	28 / 76	Q2
Inception	+16.45%	+10.45%	+6.00	68 / 259	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+4.03%	-0.94%	+4.96	66 / 244
2025	+4.19%	+4.41%	-0.22	95 / 208
2024	+24.38%	+23.18%	+1.21	61 / 155
2023	+41.25%	+33.51%	+7.74	30 / 127
2022	+2.65%	+4.32%	-1.68	68 / 116
2021	+49.58%	+34.43%	+15.15	19 / 104
2020	+10.59%	+21.19%	-10.61	65 / 94
2019	+2.28%	+9.30%	-7.01	71 / 85
2018	-21.14%	-5.36%	-15.78	72 / 77
2017	+55.10%	+35.61%	+19.49	6 / 76
2016	-0.88%	+4.98%	-5.87	52 / 76

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+17.03%

136 windows

min -36.1% · max 95.1%

74% positive

3-Year rolling

+15.66%

112 windows

min -11.4% · max 36.6%

90% positive

5-Year rolling

+14.69%

88 windows

min -3.9% · max 31.5%

98% positive

7-Year rolling

+14.47%

63 windows

min 8.9% · max 19.6%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

17.14%

3-year · annualised

Sharpe ratio

0.87

vs risk-free 6.5%

Sortino ratio

1.56

Downside-only deviation

Max drawdown

-22.63%

Sep 2024 → Feb 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹108.3090
2 Jun 2026	₹108.4068
1 Jun 2026	₹108.8190
29 May 2026	₹110.7955
27 May 2026	₹111.5651
26 May 2026	₹110.5317
22 May 2026	₹109.6928
21 May 2026	₹109.5896
20 May 2026	₹108.8700
19 May 2026	₹108.1922

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Sundaram Infrastructure Advantage Fund Direct Plan - Growth is ₹108.3090. It's a Sectoral/Thematic Fund from Sundaram, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram Infrastructure Advantage Fund Direct Plan - Growth has NAV history starting from 07 Apr 2014, a track record of about 12 years 1 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Sundaram Infrastructure Advantage Fund Direct Plan - Growth is managed by Sundaram. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram Infrastructure Advantage Fund Direct Plan - Growth has delivered a absolute return of 8.43% — +3.41 pp ahead of the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #69 of 230 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram Infrastructure Advantage Fund Direct Plan - Growth has delivered a CAGR of 21.86% — +4.92 pp ahead of the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #38 of 139 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram Infrastructure Advantage Fund Direct Plan - Growth has delivered a CAGR of 18.98% — +5.25 pp ahead of the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #25 of 109 in its category — the top (Q1) quartile.

₹1 lakh invested in Sundaram Infrastructure Advantage Fund Direct Plan - Growth exactly 10 years ago would be worth approximately ₹446,585 today — a multiplier of 4.47×, based on the 10-year CAGR of 16.14%. The category average over the same window would have grown ₹1 lakh to ₹407,181.

A ₹10,000 monthly SIP in Sundaram Infrastructure Advantage Fund Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹929,042 today. That's an XIRR (money-weighted annualised return) of 17.51%.

A ₹10,000 monthly SIP for 10 years in Sundaram Infrastructure Advantage Fund Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,993,401 (multiplier 2.49×). XIRR: 17.40%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Sundaram Infrastructure Advantage Fund Direct Plan - Growth ranks #25 out of 109 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 13.73%; this fund delivered 18.98%.

The worst peak-to-trough decline Sundaram Infrastructure Advantage Fund Direct Plan - Growth has experienced over the last 5-year window is 22.62% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Sundaram Infrastructure Advantage Fund Direct Plan - Growth averaged 14.69% (best 31.49%, worst -3.85%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.75 — reasonable risk-adjusted performance.

In calendar year 2025, Sundaram Infrastructure Advantage Fund Direct Plan - Growth returned 4.19% — lagging the Sectoral/Thematic Fund category average of 4.41% by 0.22 pp. It ranked #95 of 208 in its category that year.

Sundaram Infrastructure Advantage Fund Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Sundaram Infrastructure Advantage Fund Direct Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.6%. 5-year CAGR: 18.98%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.