FundLens
38
InfrastructureAvoid

Sundaram Infra Advtg (Erstwhile Sundaram Capex Opp)

Sundaram · Direct–Growth · rank #17 of 20 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
6.1%
+5.5% vs index
3 Years
19.5%
+7.3% vs index
5 Years
17.6%
+5.7% vs index
Since launch
14.0%

Why this score

Sundaram Infra Advtg (Erstwhile Sundaram Capex Opp) scores 38/100 — #17 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 14% of peers).

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

5Y return17.64% · 14th percentile in category
Expense ratio1.75% · 13th percentile in category
Fund size999.72 Cr · 23rd percentile in category
3Y return19.51% · 42nd percentile in category
Volatility18.21 · 66th percentile in category
Sharpe ratio0.93 · 61st percentile in category

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