TickerKhojSundaram Mutual Fund · Equity · Sectoral / Thematic · Direct plan
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) - Direct Plan - Growth
₹100.892NAV on 30 Oct 2026Expense ratio 1.81%
29 Oct 2025NAV low 96.37 · high 113.89-4.0%
In plain words
Over 3 years it returned +14.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -22.6%.
On 3-year return it ranks 57 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹89,106 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.0% | +1.9% |
| 3 months | -7.0% | -5.1% |
| 6 months | -8.2% | -3.2% |
| 1 year | -3.8% | -10.2% |
| 3 years (yearly) | +14.5% | +7.4% |
| 5 years (yearly) | +13.4% | +6.5% |
| 10 years (yearly) | +13.7% | +11.3% |
| Since start (yearly) | +15.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,300 | -7.7% |
| 3 years | ₹3,60,000 | ₹3,81,478 | +3.6% |
| 5 years | ₹5,90,000 | ₹7,98,154 | +11.9% |
| 10 years | ₹11,90,000 | ₹26,35,074 | +15.1% |
Other plan of this fund: Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) - Regular Plan - Growth