What is the 5-year rolling return of Sundaram Infrastructure Advantage Fund?

Across 1,853 overlapping 5-year holding periods between 7 April 2014 and 16 October 2026, the Direct plan of Sundaram Infrastructure Advantage Fund returned an average of 14.90% a year, with a median of 13.63%. The best 5-year stretch returned 35.21% a year and the worst returned -4.36%.

Has Sundaram Infrastructure Advantage Fund ever lost money over 5 years?

Yes. 2.7% of the 1,853 5-year holding periods in this fund's history ended below zero. The worst returned -4.36% a year, for someone who invested on 23 March 2015 and sold on 23 March 2020.

What is the difference between the Direct and Regular plans of Sundaram Infrastructure Advantage Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 14.90% a year on the Direct plan against 14.27% on the Regular plan, a difference of 0.62% a year.

What is the 1-year rolling return of Sundaram Infrastructure Advantage Fund?

Across 2,837 overlapping 1-year holding periods between 7 April 2014 and 16 October 2026, the Direct plan of Sundaram Infrastructure Advantage Fund returned an average of 16.89% a year, with a median of 9.79%. The best 1-year stretch returned 103.56% a year and the worst returned -36.14%.

What is the 3-year rolling return of Sundaram Infrastructure Advantage Fund?

Across 2,346 overlapping 3-year holding periods between 7 April 2014 and 16 October 2026, the Direct plan of Sundaram Infrastructure Advantage Fund returned an average of 15.94% a year, with a median of 17.00%. The best 3-year stretch returned 38.98% a year and the worst returned -11.64%.

What is the 7-year rolling return of Sundaram Infrastructure Advantage Fund?

Across 1,358 overlapping 7-year holding periods between 7 April 2014 and 16 October 2026, the Direct plan of Sundaram Infrastructure Advantage Fund returned an average of 14.78% a year, with a median of 14.04%. The best 7-year stretch returned 20.69% a year and the worst returned 8.75%.

What is the 10-year rolling return of Sundaram Infrastructure Advantage Fund?

Across 620 overlapping 10-year holding periods between 7 April 2014 and 16 October 2026, the Direct plan of Sundaram Infrastructure Advantage Fund returned an average of 15.36% a year, with a median of 15.24%. The best 10-year stretch returned 18.22% a year and the worst returned 11.72%.

Sundaram Mutual Fund

Sundaram Infrastructure Advantage Fund — rolling returns

Infrastructure · NAV data as of 16 October 2026

3,080 daily NAV records since 7 April 2014

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 1,853 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

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Another fund

Index or category average

Direct plan · showing data from 7 April 2014 to 16 October 2026

Average rolling return

14.90%

Windows computed

1,853

Median return

13.63%

Standard deviation

8.38%

Best 5-year window

35.21%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

-4.36%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%: 97.3% (1,803 of 1,853)
Above 8%: 78.9% (1,462 of 1,853)
Above 12%: 59.0% (1,094 of 1,853)
Above 15%: 43.7% (809 of 1,853)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 372 of 1,853 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Sundaram Infrastructure Advantage Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	16.89%	15.94%	14.90%	14.78%	15.36%
Median	9.79%	17.00%	13.63%	14.04%	15.24%
Minimum	-36.14%	-11.64%	-4.36%	8.75%	11.72%
Maximum	103.56%	38.98%	35.21%	20.69%	18.22%
Std deviation	25.24%	10.51%	8.38%	2.90%	1.26%
Consistency
Above 0%	76.91%	90.54%	97.30%	100.00%	100.00%
Above 8%	54.64%	77.88%	78.90%	100.00%	100.00%
Above 12%	45.58%	67.65%	59.04%	81.15%	99.52%
Above 15%	42.19%	56.22%	43.66%	45.36%	62.26%
Coverage
Windows computed	2,837	2,346	1,853	1,358	620

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 0.62% a year more than Regular.

5-year rolling returns for Sundaram Infrastructure Advantage Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	14.90%	14.27%
Best window	35.21%from 24 Mar 2020	34.49%from 24 Mar 2020
Worst window	-4.36%from 23 Mar 2015	-4.86%from 23 Mar 2015
Windows computed	1,853	1,853

Common questions about Sundaram Infrastructure Advantage Fund

What is the 5-year rolling return of Sundaram Infrastructure Advantage Fund?: Across 1,853 overlapping 5-year holding periods between 7 April 2014 and 16 October 2026, the Direct plan of Sundaram Infrastructure Advantage Fund returned an average of 14.90% a year, with a median of 13.63%. The best 5-year stretch returned 35.21% a year and the worst returned -4.36%.
Has Sundaram Infrastructure Advantage Fund ever lost money over 5 years?: Yes. 2.7% of the 1,853 5-year holding periods in this fund's history ended below zero. The worst returned -4.36% a year, for someone who invested on 23 March 2015 and sold on 23 March 2020.
What is the difference between the Direct and Regular plans of Sundaram Infrastructure Advantage Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 14.90% a year on the Direct plan against 14.27% on the Regular plan, a difference of 0.62% a year.
What is the 1-year rolling return of Sundaram Infrastructure Advantage Fund?: Across 2,837 overlapping 1-year holding periods between 7 April 2014 and 16 October 2026, the Direct plan of Sundaram Infrastructure Advantage Fund returned an average of 16.89% a year, with a median of 9.79%. The best 1-year stretch returned 103.56% a year and the worst returned -36.14%.
What is the 3-year rolling return of Sundaram Infrastructure Advantage Fund?: Across 2,346 overlapping 3-year holding periods between 7 April 2014 and 16 October 2026, the Direct plan of Sundaram Infrastructure Advantage Fund returned an average of 15.94% a year, with a median of 17.00%. The best 3-year stretch returned 38.98% a year and the worst returned -11.64%.
What is the 7-year rolling return of Sundaram Infrastructure Advantage Fund?: Across 1,358 overlapping 7-year holding periods between 7 April 2014 and 16 October 2026, the Direct plan of Sundaram Infrastructure Advantage Fund returned an average of 14.78% a year, with a median of 14.04%. The best 7-year stretch returned 20.69% a year and the worst returned 8.75%.
What is the 10-year rolling return of Sundaram Infrastructure Advantage Fund?: Across 620 overlapping 10-year holding periods between 7 April 2014 and 16 October 2026, the Direct plan of Sundaram Infrastructure Advantage Fund returned an average of 15.36% a year, with a median of 15.24%. The best 10-year stretch returned 18.22% a year and the worst returned 11.72%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.