Should I invest in Sundaram Infrastructure Advantage Fund Regular Plan?

We don't give personal investment advice. Sundaram Infrastructure Advantage Fund Regular 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: 22.8%. 5-year CAGR: 18.32%.

Sundaram

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Latest NAV

₹100.8262

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	156 / 175	Q4
1W	-1.93%	-1.35%	-0.58	117 / 175	Q3
2W	+0.18%	-0.09%	+0.27	86 / 176	Q2
1M	-2.13%	-0.53%	-1.60	136 / 176	Q4
3M	+3.14%	+2.12%	+1.02	75 / 174	Q2
6M	+3.64%	-1.85%	+5.50	39 / 165	Q1
YTD	+3.74%	-1.98%	+5.71	38 / 165	Q1
1Y	+7.79%	+3.78%	+4.00	41 / 151	Q2
2Y	+2.19%	+3.55%	-1.37	58 / 106	Q3
3Y	+21.17%	+14.41%	+6.76	13 / 67	Q1
4Y	+20.31%	+13.82%	+6.49	9 / 54	Q1
5Y	+18.32%	+10.37%	+7.94	7 / 45	Q1
7Y	+16.64%	+14.79%	+1.84	12 / 32	Q2
10Y	+15.48%	+14.01%	+1.47	7 / 23	Q2
Inception	+15.82%	+7.02%	+8.81	34 / 176	Q1

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	+3.74%	-1.38%	+5.11	38 / 164
2025	+3.64%	+1.66%	+1.98	55 / 133
2024	+23.65%	+21.92%	+1.73	33 / 82
2023	+40.44%	+31.01%	+9.43	9 / 59
2022	+2.11%	+2.36%	-0.26	26 / 52
2021	+48.85%	+31.79%	+17.06	7 / 42
2020	+10.11%	+20.01%	-9.90	20 / 34
2019	+1.80%	+8.53%	-6.72	21 / 28
2018	-21.83%	-6.81%	-15.02	19 / 23
2017	+53.82%	+37.67%	+16.15	3 / 23
2016	-1.04%	+8.37%	-9.41	19 / 23

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

+16.41%

136 windows

min -36.4% · max 94.3%

74% positive

3-Year rolling

+15.03%

112 windows

min -12.1% · max 35.9%

90% positive

5-Year rolling

+14.06%

88 windows

min -4.3% · max 30.8%

97% positive

7-Year rolling

+13.85%

63 windows

min 8.4% · max 18.9%

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

0.84

vs risk-free 6.5%

Sortino ratio

1.49

Downside-only deviation

Max drawdown

-22.82%

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 INNOVATION FUND - REGULAR PLAN - GROWTH OPTION	HDFC	₹10.4050	3 Jun 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.0306	3 Jun 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹11.4966	3 Jun 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹13.0300	3 Jun 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.3840	3 Jun 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹19.3101	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹22.0100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹59.0200	3 Jun 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.3121	3 Jun 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹20.1120	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹100.8262
2 Jun 2026	₹100.9188
1 Jun 2026	₹101.3041
29 May 2026	₹103.1489
27 May 2026	₹103.8685
26 May 2026	₹102.9079
22 May 2026	₹102.1331
21 May 2026	₹102.0387
20 May 2026	₹101.3702
19 May 2026	₹100.7406

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 Regular Plan - Growth is ₹100.8262. It's a Sectoral/Thematic Fund from Sundaram, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram Infrastructure Advantage Fund Regular 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 Regular 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 Regular Plan - Growth has delivered a absolute return of 7.79% — +4 pp ahead of the Sectoral/Thematic Fund category average of 3.78%. The fund ranks #41 of 151 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram Infrastructure Advantage Fund Regular Plan - Growth has delivered a CAGR of 21.17% — +6.76 pp ahead of the Sectoral/Thematic Fund category average of 14.41%. The fund ranks #13 of 67 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Sundaram Infrastructure Advantage Fund Regular Plan - Growth has delivered a CAGR of 18.32% — +7.94 pp ahead of the Sectoral/Thematic Fund category average of 10.37%. The fund ranks #7 of 45 in its category — the top (Q1) quartile.

₹1 lakh invested in Sundaram Infrastructure Advantage Fund Regular Plan - Growth exactly 10 years ago would be worth approximately ₹421,857 today — a multiplier of 4.22×, based on the 10-year CAGR of 15.48%. The category average over the same window would have grown ₹1 lakh to ₹371,044.

A ₹10,000 monthly SIP in Sundaram Infrastructure Advantage Fund Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹913,619 today. That's an XIRR (money-weighted annualised return) of 16.83%.

A ₹10,000 monthly SIP for 10 years in Sundaram Infrastructure Advantage Fund Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,892,422 (multiplier 2.41×). XIRR: 16.76%. 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 Regular Plan - Growth ranks #7 out of 45 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 10.37%; this fund delivered 18.32%.

The worst peak-to-trough decline Sundaram Infrastructure Advantage Fund Regular Plan - Growth has experienced over the last 5-year window is 22.82% — 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 Regular Plan - Growth averaged 14.06% (best 30.80%, worst -4.32%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.72 — reasonable risk-adjusted performance.

In calendar year 2025, Sundaram Infrastructure Advantage Fund Regular Plan - Growth returned 3.64% — beating the Sectoral/Thematic Fund category average of 1.66% by 1.98 pp. It ranked #55 of 133 in its category that year.

Sundaram Infrastructure Advantage Fund Regular 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 Regular 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: 22.8%. 5-year CAGR: 18.32%.

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