Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Sundaram Mutual Fund · Sectoral/Thematic · Direct · IDCW3/5 ★
NAV · as of 11/09/2026
62.04
1D
-0.28%1Y
-0.23%Key stats
- Expense ratio
- 1.48%
- AUM
- ₹979.00 Cr
- Launched
- 07/04/2014
- Fund manager
- Siddarth Mohta; Shalav Saket
- Portfolio turnover
- 0.13%
- Risk
- Very High Risk
- Min lump-sum
- ₹100
- Min SIP
- ₹100/mo
- Fresh lump-sum
- Accepted
- Fresh SIP
- Accepted
NAV history
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
13/08/2026 to 11/09/2026
O - H - L -
Comparable peers
SBI Healthcare Opportunities IDCW Payout Direct Plan
SBI Healthcare Opportunities IDCW Payout (DP) · ₹5.40 K Cr AUM
1Y+22.46%3Y+24.66%-HDFC Transportation & Logistics IDCW Reinvest Direct Plan
HDFC Transportation & Logistics IDCW Reinvest (DR) · ₹1.96 K Cr AUM
1Y+9.29%3Y+25.53%-HDFC Transportation & Logistics IDCW Payout Direct Plan
HDFC Transportation & Logistics IDCW Payout (DP) · ₹1.96 K Cr AUM
1Y+9.29%3Y+25.53%-HDFC Transportation & Logistics IDCW Reinvest Direct Plan
HDFC Transportation & Logistics IDCW Reinvest (DR) · ₹1.96 K Cr AUM
1Y+9.29%3Y+25.53%-Sundaram Infrastructure Advantage IDCW Reinvest Direct Plan
Sundaram Infrastructure Advantage IDCW Reinvest (DR) · ₹979.00 Cr AUM
1Y+7.00%3Y+15.01%-
Investment objective
To generate long-term returns by investing predominantly in equity / equity-related 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
Scheme details
- Scheme code
- 129211
- Fund house
- Sundaram Mutual Fund
- Category
- Open Ended
- Type
- Equity Scheme
- Sub-category
- Sectoral/Thematic
- Plan
- Direct
- Return type
- IDCW
- ISIN (Growth)
- INF903J01G00
- ISIN (Div. Reinvest)
- INF903J01G18
- Tradable on exchange
- No