Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
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Sundaram Infrastructure Advantage Fund Direct Plan - Growth
Sundaram Mutual Fund · Managed by Siddarth Mohta; Shalav Saket
86strong
Latest NAV
₹110.5163
as of 18 Aug 2026
AUM
—
Expense ratio
1.44%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
86/100strong
Rank #141 of 1015 · top 14%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
0.98%
3M
2.15%
6M
3.37%
1Y
9.60%
3Y CAGR
18.97%
5Y CAGR
17.93%
Since incep.
16.32%
Fund details
- Fund manager
- Siddarth Mohta; Shalav Saket
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 14%
- Volatility (3Y)
- 17.4%
- Rating (external)
- ★★★☆☆as of 31 Jul 2026
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
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
No data yet
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