HSBC Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

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tortoise-icon Sundaram Infrastructure Advantage Fund Regular Plan - Growth

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tortoise-icon HSBC Infrastructure Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
Fund Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1000 Cr ₹2611 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Sep 2005 27 Sep 2007
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY Infrastructure TRI NIFTY Infrastructure TRI
Turn Over 31% 28%
Expense Ratio 2.36 2.01
Manager Rohit Seksaria Venugopal Manghat
ISIN Code INF903J01F68 INF917K01536
Exits Load Sundaram Infrastructure Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 HSBC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
1 Month -4.83% -6.96%
6 Month -7.21% -9.39%
1 Year 15.05% 16.79%
3 Year 18.28% 21.9%
5 Year 21.83% 22.65%

SIP Return Analysis

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
6 Month - -
1 Year -0.13% 1.16%
3 Year 24.09% 27.67%
5 Year 25.95% 29.23%

Rolling Lumpsum Returns

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
1 Year 9.73% 8.89%
3 Year 10.84% 16.02%
5 Year 7.89% 11.14%

Risk Management

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
Standard Deviation 14.05% 14.53%
Sharp 1.43% 1.67%
Beta 0.84% 0.78%
Alpha 2.27% 7.95%

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Fund Managers

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
Name Rohit Seksaria Venugopal Manghat
Total AUM ₹0 Cr ₹41442 Cr
Fund Manage 15 7
Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth

Market Cap

Scheme Name

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

HSBC Infrastructure Fund - Regular Growth

Others 5.52 1.9
Large Cap 51.62 47.34
Small Cap 27.09 36.81
Mid Cap 16.3 13.95

Sector Allocation

Scheme Name

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

HSBC Infrastructure Fund - Regular Growth

Others 5.52 1.9
Petroleum Products 7.25 5.32
Electrical Equipment 13.05 11.43
Auto Components 3.29 -
Construction 13.2 15.54
Finance 0.97 2.85
Banks 3.34 -
Cement & Cement Products 6.83 3.92
Consumer Durables 2.58 4.49
Transport Services 2.87 0.54
Telecom - Services 9.09 6.56
Gas 1.2 2.17
Industrial Products 11.92 13.68
Oil 1.41 1.37
Power 9.54 7.58
Aerospace & Defense 1.85 7.33
Consumable Fuels 1.02 -
Industrial Manufacturing 0.96 5.12
Realty 2.61 2.83
Transport Infrastructure 1.17 -
Ferrous Metals 0.86 0.7
Telecom Services - 0.76
Non - Ferrous Metals - 1.28
Paper, Forest & Jute Products - 4.03
Agricultural, Commercial & Construction Vehicles - 0.6

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