Sundaram Infrastructure Advantage Fund Direct Plan - Growth
Sundaram Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
850 cr
CAGR (full)
19.5%
Sharpe (full)
0.82
Sharpe (bull ≤Sep-24)
3.63
Sharpe (sideways Oct-24→)
-0.12
Max drawdown
-44.7%
Months of data
148
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
25.0%
3.9%
1.22
12
FY23
5.5%
2.3%
0.03
12
FY24
57.0%
10.7%
3.50
12
FY25
5.5%
-1.6%
0.07
12
FY26
5.8%
7.0%
0.05
12
FY27*
13.7%
-4.6%
1.27
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2014
+16.1
+7.4
-2.0
+2.9
+1.0
+4.7
+6.3
-0.9
+40.2
2015
+6.0
+1.3
-2.2
-3.8
+2.4
+0.7
+6.2
-6.7
-1.8
+1.9
+0.9
+0.9
+5.1
2016
-7.0
-12.7
+11.8
+2.4
+0.8
+6.2
+4.5
+3.1
-1.6
+2.7
-6.8
-1.2
-0.4
2017
+7.5
+3.9
+5.9
+7.0
-1.2
-0.0
+3.7
-0.0
+1.7
+6.9
+5.4
+5.4
+56.8
2018
-3.4
-3.9
-5.2
+5.5
-5.7
-8.1
+3.3
+3.0
-10.7
-4.0
+4.9
+2.3
-21.2
2019
-3.6
+0.0
+10.2
-1.2
+6.1
-1.5
-9.6
-4.5
+7.9
+2.1
-0.9
-0.8
+2.7
2020
+3.8
-5.4
-30.4
+13.1
-2.4
+10.6
+2.2
+8.0
-1.6
+0.6
+11.3
+9.2
+10.9
2021
-0.9
+14.3
+2.1
-0.4
+7.9
+3.0
+5.1
+1.8
+4.9
+3.6
-2.9
+4.0
+50.2
2022
+0.6
-7.7
+3.6
+2.2
-5.3
-4.7
+7.7
+7.3
-2.2
+3.8
+2.4
-3.6
+2.6
2023
-1.4
-1.0
+1.3
+4.3
+3.7
+5.4
+6.4
+0.8
+3.0
-3.2
+8.4
+9.2
+42.5
2024
+4.3
+2.5
+2.0
+6.5
+5.6
+5.0
+2.5
-1.0
+2.0
-5.0
-0.8
-1.0
+24.6
2025
-6.4
-11.0
+11.0
+2.7
+6.1
+3.6
-1.7
-2.3
+1.4
+4.1
-0.0
-0.9
+4.7
2026
-2.6
+5.7
-9.3
+13.6
+0.8
+0.5
-1.8
+0.6
+6.1
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard