Sundaram Mutual Fund
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Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) - Direct Plan - GROWTH

Sundaram Mutual Fund · Sectoral/Thematic · Direct · Growth3/5 ★

NAV · as of 11/09/2026

107.76

1D

-0.28%

1Y

+6.77%

Key stats

Expense ratio
1.48%
AUM
₹979.00 Cr
Launched
01/01/2013
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 - GROWTH

13/08/2026 to 11/09/2026

O - H - L -

111.10107.7613/08/202611/09/2026
1W-0.69%
1M-2.64%
3M-0.50%
6M+8.96%
1Y+6.77%
3Y+16.05%
5Y+15.85%
MAX+533.19%

Comparable peers

  • SBI Healthcare Opportunities Growth Direct Plan

    SBI Healthcare Opportunities (G) · ₹5.80 K Cr AUM

    1Y+21.41%
    3Y+24.25%
    -
  • UTI Healthcare Growth Direct Plan

    UTI Healthcare (G) · ₹1.44 K Cr AUM

    1Y+16.47%
    3Y+24.12%
    -
  • LIC MF Infrastructure Growth Direct Plan

    LIC MF Infrastructure (G) · ₹1.17 K Cr AUM

    1Y+12.15%
    3Y+23.06%
    -
  • HDFC Transportation & Logistics Growth Direct Plan

    HDFC Transportation & Logistics (G) · ₹2.12 K Cr AUM

    1Y+9.75%
    3Y+24.94%
    -
  • Sundaram Infrastructure Advantage Growth Direct Plan

    Sundaram Infrastructure Advantage (G) · ₹979.00 Cr AUM

    1Y+6.77%
    3Y+15.15%
    -

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
129212
Fund house
Sundaram Mutual Fund
Category
Open Ended
Type
Equity Scheme
Sub-category
Sectoral/Thematic
Plan
Direct
Return type
Growth
ISIN (Growth)
INF903J01F92
ISIN (Div. Reinvest)
-
Tradable on exchange
No

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