ReviewDirect · Growth
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities)
Sundaram Mutual FundEquity Scheme - Sectoral/ Thematic12.4 years
The scheme aims to generate consistent long-term returns by investing predominantly in equity or equity related instruments of companies in the capital goods sector.
- NAV
- 104.9524
- 15 Sept 2026
- 1Y
- +6.8%
- Trailing CAGR
- AUM
- ₹979.01 Cr
- 31 Aug 2026
- Volatility
- High
- 17.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.8%
- 3Y+15.1%
- 5Y+15.9%
- 10Y+14.5%
- SI+16.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.4%
- 3Y+9.1%
- 5Y+15.4%
- 10Y+16.6%
- Since inception
- +16.0%
- Calendar-day CAGR
- Excess 1Y
- +0.7%
- Category median, same plan and option
- 3Y win rate
- +66%
- Windows beating the median
- 3Y percentile
- 65
- Vs comparable share classes
- Worst rolling 3Y
- -11.6%
- 2326 daily-ending windows
- Median rolling 3Y
- +17.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +97%
- 1832 daily-ending windows
- SIP 3Y XIRR
- +9.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 115 recovered episodes
- Longest recovery
- 348 days
- Trough to prior peak
- Current spell
- 81 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
8 Jan 2018 – 18 Feb 2021
Trough 24 Mar 2020 · recovered in 331 days
-50.6%
6 Aug 2015 – 6 Sept 2016
Trough 29 Feb 2016 · recovered in 190 days
-24.6%
27 Sept 2024 – 11 Feb 2026
Trough 28 Feb 2025 · recovered in 348 days
-22.6%
17 Jan 2022 – 13 Sept 2022
Trough 20 Jun 2022 · recovered in 85 days
-20.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
65
Vs category
54
Consistency
64
Risk-adjusted
58
Drawdown
0
Mean
48
Portfolio
31 Aug 2026 · 53 holdings · top 10 are 44.3%.
- Top 5
- 31.3%
- Top 10
- 44.3%
- Largest holding
- 8.3%
- Effective holdings
- 30.9
Larsen & Toubro Ltd
Industrials
8.3%
Bharti Airtel Ltd
Technology
7.7%
Reliance Industries Ltd
Energy & Utilities
6.7%
NTPC Ltd
Energy & Utilities
4.5%
Ultratech Cement Ltd
Materials
3.3%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 66% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns