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Invesco India Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
Invesco India Infrastructure Fund - Growth Option
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Infrastructure Fund - Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1496 Cr | ₹908 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Nov 2007 | 29 Sep 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | NIFTY Infrastructure TRI |
| Turn Over | 55% | 31% |
| Expense Ratio | 2.08 | 2.4 |
| Manager | Amit Nigam | Rohit Seksaria |
| ISIN Code | INF205K01CD5 | INF903J01F68 |
| Exits Load | Invesco India Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Invesco India Infrastructure Fund - Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 12.03% | 9.82% |
| 6 Month | -17.59% | -14.77% |
| 1 Year | 1.83% | 2.31% |
| 3 Year | 22.27% | 18.76% |
| 5 Year | 33.45% | 32.01% |
SIP Return Analysis
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -8.72% | -5.84% |
| 1 Year | -19.24% | -14.51% |
| 3 Year | 22.54% | 18.94% |
| 5 Year | 25.71% | 22.55% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.38% | 10.21% |
| 3 Year | 12.7% | 10.95% |
| 5 Year | 12.85% | 8.03% |
Risk Management
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.64% | 16.019% |
| Sharp | 0.729% | 0.676% |
| Beta | 1.124% | 1.019% |
| Alpha | 6.055% | 4.004% |
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Fund Managers
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Name | Amit Nigam | Rohit Seksaria |
| Total AUM | ₹14602 Cr | ₹0 Cr |
| Funds Managed | 13 | 15 |
| Invesco India Infrastructure Fund - Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.91 | 5.78 |
| Large Cap | 28.88 | 54.82 |
| Small Cap | 37.47 | 24.08 |
| Mid Cap | 31.74 | 15.32 |
Sector Allocation
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.91 | 5.78 |
| Industrials | 58.84 | 41.33 |
| Consumer Cyclical | 8.55 | 4.92 |
| Financial Services | 1.98 | 4.53 |
| Healthcare | 3.46 | - |
| Energy | 1.95 | 10.9 |
| Utilities | 8.11 | 10.5 |
| Basic Materials | 6.3 | 8.58 |
| Communication Services | 4.1 | 10.2 |
| Real Estate | 1.64 | 2.74 |
| Technology | 3.15 | 0.51 |
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