FundLens
40
InfrastructureAvoid

Sundaram Infra Advtg (Erstwhile Sundaram Capex Opp)

Sundaram · Direct–Growth · rank #16 of 20 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
8.0%
+5.0% vs index
3 Years
16.7%
+5.1% vs index
5 Years
16.6%
+6.2% vs index
Since launch
13.8%

Why this score

Sundaram Infra Advtg (Erstwhile Sundaram Capex Opp) scores 40/100 — #16 of 20 Infrastructure fund (Avoid). It stands out for volatility and sharpe ratio — beating 66% of peers on volatility. The main drag is its 5y return (better than only 22% of peers).

Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.

5Y return16.56% · 22nd percentile in category
Expense ratio1.80% · 13th percentile in category
Fund size979.01 Cr · 18th percentile in category
3Y return16.70% · 42nd percentile in category
Volatility18.21 · 66th percentile in category
Sharpe ratio0.93 · 61st percentile in category

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