Aditya Birla Sun Life Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

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tortoise-icon Aditya Birla Sun Life Infrastructure Fund-Growth

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tortoise-icon Sundaram Infrastructure Advantage Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1218 Cr ₹1044 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 17 Mar 2006 29 Sep 2005
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark Nifty Infrastructure TRI NIFTY Infrastructure TRI
Turn Over 48% 31%
Expense Ratio 2.26 2.35
Manager Dhaval Joshi Rohit Seksaria
ISIN Code INF209K01504 INF903J01F68
Exits Load Exit load of 1% if redeemed within 30 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month -1.43% -0.11%
6 Month 20.9% 21.82%
1 Year 50.4% 53.71%
3 Year 29.59% 28.1%
5 Year 28.99% 27.08%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - -
1 Year 26.32% 27.71%
3 Year 68.59% 63.16%
5 Year 130.89% 118.22%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 32.44% 30.11%
3 Year 90.68% 82.72%
5 Year 139.09% 127.38%

Risk Management

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 15.1% 14.05%
Sharp 1.38% 1.43%
Beta 0.84% 0.84%
Alpha 2.76% 2.27%

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Fund Managers

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name Dhaval Joshi Rohit Seksaria
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 15
Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 6.38 6.19
Large Cap 44.38 57.63
Small Cap 35.94 19.75
Mid Cap 13.28 16.41

Sector Allocation

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 6.09 3.94
Communication 5.52 8.53
Energy 12.66 20.48
Capital Goods 21.34 27.74
Metals & Mining 7.06 3.99
Construction 25.44 14.51
Financial 6.94 5.44
Automobile 1.19 1.15
Services 7.69 4.78
Healthcare 1.03 -
Materials 5.02 7.64
Diversified - 1.11
Unclassified - 0.67

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