Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) (Regular)
Sundaram Mutual Fund · benchmark Nifty Infrastructure TRI · 12.6 years old · AMFI code 129213
B (middle of the peer group), score 40.8 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | -4.6% | -0.1% | -4.5% | 17 / 19 |
| 1 year | -0.1% | -1.0% | +0.9% | 14 / 18 |
| 3 years (a year) | 15.0% | 15.9% | -0.8% | 7 / 17 |
| 5 years (a year) | 13.3% | 13.7% | -0.3% | 11 / 16 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) (Regular plan)?
₹98.10 on 5 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) (Regular)?
2.32% a year; the Direct plan's is 1.75%.
What return has Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) given over 3 years?
15.0% a year (Regular plan) over the 3 years to 5 Nov 2026, against 15.9% for the Nifty Infrastructure total-return index.
How is Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) rated?
B: 12 of 17 Regular plans in Thematic: Infrastructure, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.