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 | 4.14% | 3.52% |
6 Month | -11.08% | -9.33% |
1 Year | 5.39% | 4.92% |
3 Year | 23.4% | 19.09% |
5 Year | 31.48% | 30.39% |
SIP Return Analysis
Scheme Name | Invesco India Infrastructure Fund - Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | -2.28% | -0.57% |
1 Year | -14.34% | -9.87% |
3 Year | 23% | 19.35% |
5 Year | 25.7% | 22.36% |
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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