TickerKhojSundaram Mutual Fund · Equity · Sectoral / Thematic · Regular plan
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) - Regular Plan - Growth
₹96.0045NAV on 2 Nov 2026Expense ratio 2.34%
3 Nov 2025NAV low 89.81 · high 105.99-2.3%
In plain words
Over 3 years it returned +14.5% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -22.8%.
On 3-year return it ranks 59 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹91,441 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 | +0.6% | +4.6% |
| 3 months | -5.7% | -3.8% |
| 6 months | -6.2% | -1.6% |
| 1 year | -1.9% | -8.1% |
| 3 years (yearly) | +14.5% | +8.0% |
| 5 years (yearly) | +12.8% | +6.5% |
| 10 years (yearly) | +13.4% | +11.7% |
| Since start (yearly) | +14.8% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,933 | -4.7% |
| 3 years | ₹3,60,000 | ₹3,81,751 | +3.8% |
| 5 years | ₹6,00,000 | ₹8,13,968 | +12.1% |
| 10 years | ₹12,00,000 | ₹26,18,759 | +14.9% |
Other plan of this fund: Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) - Direct Plan - Growth