sectorHigh risk

Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Sundaram Mutual Fund. It's been running since 7 Apr 2014.

Latest price per unit

₹62.6651

▲ 0.39% today

As of 3 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.01 L

▲ ₹866 gain · 0.9% / year

Invested 3 years ago

₹1.28 L

▲ ₹28.1k gain · 8.6% / year

Invested 5 years ago

₹1.60 L

▲ ₹60.1k gain · 9.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

18.2%

The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-55.57%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year0.87%

CAGR — 3 years8.61%

CAGR — 5 years9.88%

CAGR — since launch11.08%

Volatility — 1 year (annualised)15.61%

Volatility — 3 years (annualised)18.21%

Max drawdown — 1 year-12.76%

Max drawdown — 3 years-28.46%

Sharpe ratio — 1 year (rf=6%)-0.33

Sharpe ratio — 3 years (rf=6%)0.12

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Direct
Option: IDCW
ISIN (Growth): INF903J01G00
ISIN (Div re-invest): INF903J01G18
Fund code: 129211
First price on record: 7 Apr 2014 · 3,051 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.