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HSBC Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
HSBC Infrastructure Fund - Regular Growth
Chart Comparison
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 | 3.52% | 2.43% |
| 6 Month | -9.33% | -12.73% |
| 1 Year | 4.92% | 6.66% |
| 3 Year | 19.09% | 21.65% |
| 5 Year | 30.39% | 31.26% |
SIP Return Analysis
| Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.57% | -2.9% |
| 1 Year | -9.87% | -15.32% |
| 3 Year | 19.35% | 20.52% |
| 5 Year | 22.36% | 24.6% |
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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