Invesco India Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

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tortoise-icon Invesco India Infrastructure Fund - Growth Option

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tortoise-icon Sundaram Infrastructure Advantage Fund Regular Plan - Growth

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Chart Comparison

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

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) ₹1464 Cr ₹1044 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 2.1 2.35
Manager Amit Nigam Rohit Seksaria
ISIN Code INF205K01CD5 INF903J01F68
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month -7.44% -7.52%
6 Month 1.54% -0.2%
1 Year 44.67% 35.35%
3 Year 24.95% 19.92%
5 Year 28.66% 23.25%

SIP Return Analysis

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - -
1 Year 27.81% 20.77%
3 Year 37.24% 29.69%
5 Year 34.58% 29.19%

Rolling Lumpsum Returns

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 8.93% 9.73%
3 Year 12.44% 10.84%
5 Year 12.71% 7.89%

Risk Management

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 14.54% 14.05%
Sharp 1.67% 1.43%
Beta 0.49% 0.84%
Alpha 7.42% 2.27%

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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
Fund Manage 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 9.96 6.19
Large Cap 40.95 57.63
Small Cap 18.41 19.75
Mid Cap 30.68 16.41

Sector Allocation

Scheme Name

Invesco India Infrastructure Fund - Growth Option

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 1.88 3.94
Capital Goods 38.33 27.74
Automobile 2.33 1.15
Construction 10.11 14.51
Financial 2.62 5.44
Healthcare 3.87 -
Energy 23.57 20.48
Services 5.18 4.78
Materials 4.01 7.64
Chemicals 3.04 -
Communication 1.12 8.53
Metals & Mining 3.94 3.99
Diversified - 1.11
Unclassified - 0.67

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