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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) ₹908 Cr ₹2306 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 2.4 2.02
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 9.82% 10.85%
6 Month -14.77% -17.24%
1 Year 2.31% 4.91%
3 Year 18.76% 21.53%
5 Year 32.01% 33.06%

SIP Return Analysis

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
6 Month -5.84% -8.03%
1 Year -14.51% -18.5%
3 Year 18.94% 20.83%
5 Year 22.55% 25.12%

Rolling Lumpsum Returns

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
1 Year 10.21% 9.29%
3 Year 10.95% 16.25%
5 Year 8.03% 11.59%

Risk Management

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
Standard Deviation 16.019% 17.92%
Sharp 0.676% 0.708%
Beta 1.019% 1.065%
Alpha 4.004% 5.546%

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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
Funds Managed 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 5.78 2.66
Large Cap 54.82 50.38
Small Cap 24.08 33.79
Mid Cap 15.32 13.17

Sector Allocation

Scheme Name

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

HSBC Infrastructure Fund - Regular Growth

Others 5.78 1.82
Energy 10.9 9.02
Industrials 41.33 48.78
Consumer Cyclical 4.92 1.75
Technology 0.51 3.77
Financial Services 4.53 4.34
Basic Materials 8.58 11.8
Communication Services 10.2 8.19
Utilities 10.5 7.78
Real Estate 2.74 2.75

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