Sundaram Infrastructure Advantage Fund Direct Growth

Scheme code: INF903J01F92 NAV value: ₹ 98.8228 NAV date: 19 March, 2026 TER: 1.62%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-38.57	103.56	10.44	17.27	13.63
3 year	-11.64	38.98	16.30	15.69	18.78
5 year	-4.36	35.21	12.98	14.60	15.46
7 year	8.41	20.44	13.76	14.33	13.55
10 year	11.72	18.22	15.16	15.35	14.92

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.27
3 year	6.28	30.95	15.04	15.69
5 year	8.38	26.02	14.22	14.6
7 year	10.18	15.62	12.93	14.33
10 year	11.42	12.93	12.18	15.35
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	17.27
3 year	6.56	19.64	13.57	15.69
5 year	9.22	12.29	10.75	14.6

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.27
3 year	7.68	21.49	15.06	15.69
5 year	10.37	13.5	11.93	14.6

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	17.27
3 year	8.04	32.03	17.81	15.69
5 year	8.18	28.64	15.34	14.6
7 year	10.64	16.42	13.77	14.33
10 year	12.56	14.06	13.31	15.35

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,81,383 - Absolute Returns: ₹81,383 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,80,288 - Absolute Returns: ₹10,80,288 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,59,674 - Absolute Returns: ₹31,59,674 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,57,12,996 - Absolute Returns: ₹73,12,996 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,12,55,694 - Absolute Returns: ₹1,92,55,694 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,92,60,158 - Absolute Returns: ₹2,48,60,158 - CAGR: %

Drawdown Metrics

Max Drawdown

-50.60 %

Drawdown Duration

27 months

Recovery Time

11 months

Avg Drawdown

-9.21 %

Calmar Ratio by Duration

1 Y

0.3413

3 Y

0.3101

5 Y

0.2886

7 Y

0.2832

10 Y

0.3034

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	11.12	0.99	105.6	91.0	15.14 %	4.00 %
3 years	10.36	1.08	109.1	96.0	22.05 %	11.28 %
5 years	9.15	0.99	100.3	89.4	18.57 %	9.44 %
7 years	6.48	0.91	94.2	87.1	16.84 %	10.74 %
10 years	4.39	0.92	94.4	89.0	15.99 %	12.06 %
12 years	3.49	0.92	94.4	88.9	13.20 %	10.00 %
15 years	2.63	0.92	94.4	88.9	10.43 %	7.92 %