Sundaram Infrastructure Advantage Fund Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 100% of historical 3-year rolling periods.
- Generated +2.6% annualized alpha (excess return) over its benchmark.
- Cost-efficient: expense ratio of 2.31% is lower than category median (2.52%).
- Over 13 years of operational history across different market cycles.
- Downside capture of 106% indicates larger drops during broader market downturns.
- Experienced a maximum drawdown of -51.3% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +5.54% | +6.32% | -0.78% |
| 3 Months | -2.40% | -0.20% | -2.20% |
| 6 Months | -2.00% | +5.98% | -7.98% |
| 1 Year | +2.34% | +3.90% | -1.56% |
| 3 Years CAGR | +14.95% | +13.23% | +1.72% |
| 5 Years CAGR | +13.00% | +10.72% | +2.28% |
| 7 Years CAGR | +17.72% | +15.35% | +2.37% |
| 10 Years CAGR | +14.26% | +14.26% | 0.00% |
| Since Inception | +15.13% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Sundaram Infrastructure Advantage Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +3.02% | +4.03% | -1.01% |
| 2025 | +4.14% | +1.43% | +2.71% |
| 2024 | +23.83% | +20.41% | +3.42% |
| 2023 | +41.66% | +30.70% | +10.96% |
| 2022 | +2.11% | +1.66% | +0.45% |
| 2021 | +49.50% | +30.31% | +19.19% |
| 2020 | +10.39% | +13.54% | -3.15% |
| 2019 | +2.18% | +7.11% | -4.93% |
| 2018 | -21.89% | -5.94% | -15.95% |
| 2017 | +55.53% | +39.22% | +16.31% |
| 2016 | -0.52% | +4.10% | -4.62% |
| 2015 | +4.80% | +1.85% | +2.95% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -37.98% | +16.13% | +9.25% | +102.69% | 75.0% | 71.1% |
| 3-Year Rolling | -12.33% | +15.32% | +16.33% | +38.33% | 90.6% | 100.0% |
| 5-Year Rolling | -4.73% | +14.25% | +12.89% | +34.50% | 96.8% | 100.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2018-01-08 | 2020-03-24 | -51.3% | 26 months | 11 months |
| 2015-08-06 | 2016-02-29 | -24.7% | 7 months | 6 months |
| 2024-09-27 | 2025-02-28 | -22.8% | 5 months | 12 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity related instruments of companies Engaged in Infrastructure sector 80-100% High; Other Equities Upto 20% High; Fixed Income Instruments issued by Companies engaged in Infrastructure Sector Upto 20% Low to Medium; Money Market Instruments and Cash & Cash Equivalents Upto 20% Low Investment in REITs & InvITs 0-10% Medium to High | Per Scheme Mandate |
Investment Objective & Strategy
To generate long-term returns by investing predominantly in equity / equityrelated instruments of companies engaged either directly or indirectly in infrastructure - and infrastructure related activities or expected to benefit from the growth and development of infrastructure. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 943 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Invesco India Financial Services Fund | 5.9 | +15.73% | 2.16% | 87.1% | Rs 2,006 cr | Compare → |
| HSBC Consumption Fund | 6.1 | +14.33% | 2.19% | 108.6% | Rs 1,774 cr | Compare → |
| quant ESG Integration Strategy Fund | 5.2 | +15.75% | 3.15% | 108.4% | Rs 341 cr | Compare → |
| quant Momentum Fund | 5.3 | - | 2.85% | 105.8% | Rs 1,270 cr | Compare → |
| Edelweiss Recently Listed IPO Fund | 5.0 | +16.48% | 2.68% | 94.2% | Rs 1,349 cr | Compare → |
Frequently Asked Questions about Sundaram Infrastructure Advantage Fund
What is the expense ratio of Sundaram Infrastructure Advantage Fund?
Sundaram Infrastructure Advantage Fund has a total expense ratio (TER) of 2.31% with a base expense ratio of 1.94%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages Sundaram Infrastructure Advantage Fund?
Sundaram Infrastructure Advantage Fund is managed by Siddarth Mohta.
What are the historical returns of Sundaram Infrastructure Advantage Fund?
Sundaram Infrastructure Advantage Fund delivered a 3-year CAGR of 14.95% and a 5-year CAGR of 13.0%. Its 1-year return stands at +2.34%.
How large is Sundaram Infrastructure Advantage Fund?
Sundaram Infrastructure Advantage Fund manages assets of Rs 943 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is Sundaram Infrastructure Advantage Fund scored on MFIQ?
Sundaram Infrastructure Advantage Fund holds an MFIQ Score of 5.5/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Sundaram Infrastructure Advantage Fund?
Sundaram Infrastructure Advantage Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 16.97% with a maximum historical drawdown of -51.29%.