Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) / AMFI 129213

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Sundaram Mutual Fund • Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) • Regular Plan • GROWTH

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹98.7544
AMFI Code / ISIN
129213 / INF903J01F68
Category Peer Standing
#220 of 756 ranked peers in Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) by 3Y Sortino
Historical Track
2014-04-07 to 2026-11-09 (3,097 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+2.42% p.a.
3Y CAGR
+14.72% p.a.
5Y CAGR
+12.79% p.a.
10Y CAGR
+14.02% p.a.
Since Inception CAGR
+15.05% p.a.
Sortino Ratio (3Y)
0.65
Sharpe Ratio (3Y)
0.49
Calmar Ratio
0.29
Annualized Volatility (3Y)
+16.90%
Maximum Drawdown
-51.29%
1Y / 3Y / 5Y Rolling Mean CAGR
+16.04% / +15.27% / +14.32%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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