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 Risk | Very High Risk |
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 | -7.8% | -8.62% |
6 Month | -15.99% | -18.53% |
1 Year | 2.26% | 5.14% |
3 Year | 18.36% | 20.92% |
5 Year | 19.69% | 21.09% |
SIP Return Analysis
Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -18.2% | -19.36% |
3 Year | 16.56% | 18.94% |
5 Year | 21.73% | 24.38% |
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 | 15.216% | 16.197% |
Sharp | 0.793% | 0.953% |
Beta | 0.998% | 0.993% |
Alpha | 4.005% | 7.409% |
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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 | 2.27 |
Large Cap | 51.62 | 47.07 |
Small Cap | 27.09 | 36.29 |
Mid Cap | 16.3 | 14.37 |
Sector Allocation
Scheme Name |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Others | 5.52 | 2.27 |
Petroleum Products | 7.25 | 5.26 |
Electrical Equipment | 13.05 | 11.56 |
Auto Components | 3.29 | - |
Construction | 13.2 | 15.6 |
Finance | 0.97 | 2.66 |
Banks | 3.34 | - |
Cement & Cement Products | 6.83 | 4.05 |
Consumer Durables | 2.58 | 4.87 |
Transport Services | 2.87 | 0.57 |
Telecom - Services | 9.09 | 6.59 |
Gas | 1.2 | 2.02 |
Industrial Products | 11.92 | 13.04 |
Oil | 1.41 | 1.24 |
Power | 9.54 | 7.15 |
Aerospace & Defense | 1.85 | 7.83 |
Consumable Fuels | 1.02 | - |
Industrial Manufacturing | 0.96 | 5.16 |
Realty | 2.61 | 2.65 |
Transport Infrastructure | 1.17 | - |
Ferrous Metals | 0.86 | 0.49 |
Telecom Services | - | 0.76 |
Capital Markets | - | 1.28 |
Non - Ferrous Metals | - | 1.21 |
Paper, Forest & Jute Products | - | 3.15 |
Agricultural, Commercial & Construction Vehicles | - | 0.59 |
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