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) ₹1195 Cr ₹1000 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹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 2.25 2.36
Manager Dhaval Joshi Rohit Seksaria
ISIN Code INF209K01504 INF903J01F68
Exits Load Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Sundaram Infrastructure Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month -5.3% -4.83%
6 Month -9.38% -7.21%
1 Year 13.39% 15.05%
3 Year 21.18% 18.28%
5 Year 23.02% 21.83%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - -
1 Year -1.85% -0.13%
3 Year 25.41% 24.09%
5 Year 27.64% 25.95%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 10.59% 9.73%
3 Year 12.17% 10.84%
5 Year 9.76% 7.89%

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 1.12% 1.43%
Beta 0.85% 0.84%
Alpha 5.93% 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 2 5.52
Large Cap 44.11 51.62
Small Cap 36.74 27.09
Mid Cap 16.71 16.3

Sector Allocation

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 2 5.52
Telecom - Services 5.9 9.09
Realty 2.26 2.61
Petroleum Products 1.45 7.25
Electrical Equipment 11.22 13.05
Industrial Manufacturing 7.58 0.96
Construction 18.51 13.2
Banks 6.7 3.34
Agricultural, Commercial & Construction Vehicles 1.12 -
Aerospace & Defense 3.81 1.85
Leisure Services 1.48 -
Transport Services 5.21 2.87
Industrial Products 8.02 11.92
Gas 1.55 1.2
Diversified Metals 1.05 -
Oil 2.77 1.41
Auto Components 3.54 3.29
Healthcare Services 1.19 -
Cement & Cement Products 4.09 6.83
Power 6.42 9.54
Transport Infrastructure 2.2 1.17
Ferrous Metals 1.49 0.86
Finance - 0.97
Consumer Durables - 2.58
Consumable Fuels - 1.02

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