LIC MF Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

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tortoise-icon LIC MF Infrastructure Fund-Growth

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tortoise-icon LIC MF Infrastructure Fund-Regular Plan-Growth

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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 LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹426 Cr ₹426 Cr ₹1044 Cr
Min Investment ₹5000 ₹5000 ₹100
Min SIP Invesment ₹1000 ₹1000 ₹100
Min Addl Investment ₹500 ₹500 ₹100
Launch Date 29 Feb 2008 29 Feb 2008 29 Sep 2005
Category Infrastructure Infrastructure Infrastructure
Fund Type Open-ended Open-Ended Open Ended
Benchmark Nifty Infrastructure TRI Nifty Infrastructure TRI NIFTY Infrastructure TRI
Turn Over % 51% 31%
Expense Ratio 2.49 2.49 2.35
Manager Yogesh Patil Yogesh Patil Rohit Seksaria
ISIN Code INF767K01501 INF767K01501 INF903J01F68
Exits Load Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days./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 LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month 0.73% 0.73% -0.11%
6 Month 40.23% 40.23% 21.82%
1 Year 80.09% 80.09% 53.71%
3 Year 36.96% 36.96% 28.1%
5 Year 31.04% 31.04% 27.08%

SIP Return Analysis

Scheme Name LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - - -
1 Year 35.86% 35.86% 27.71%
3 Year 79.63% 79.63% 63.16%
5 Year 138.66% 138.66% 118.22%

Rolling Lumpsum Returns

Scheme Name LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 32.83% 32.83% 30.11%
3 Year 99.09% 99.09% 82.72%
5 Year 159.13% 159.13% 127.38%

Risk Management

Scheme Name LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 13.12% 13.12% 14.05%
Sharp 1.98% 1.98% 1.43%
Beta 0.71% 0.71% 0.84%
Alpha 12.25% 12.25% 2.27%

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Fund Managers

Scheme Name LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name Yogesh Patil Yogesh Patil Rohit Seksaria
Total AUM ₹5898 Cr ₹5898 Cr ₹0 Cr
Fund Manage 7 7 15
LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Market Cap

Scheme Name

LIC MF Infrastructure Fund-Growth

LIC MF Infrastructure Fund-Regular Plan-Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 13.18 13.18 6.19
Large Cap 16.8 16.8 57.63
Small Cap 58.26 58.26 19.75
Mid Cap 11.79 11.79 16.41

Sector Allocation

Scheme Name

LIC MF Infrastructure Fund-Growth

LIC MF Infrastructure Fund-Regular Plan-Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 5.88 5.88 3.94
Construction 7.25 7.25 14.51
Financial 4.64 4.64 5.44
Capital Goods 50.37 50.37 27.74
Chemicals 1.27 1.27 -
Metals & Mining 1.44 1.44 3.99
Automobile 4.99 4.99 1.15
Services 9.1 9.1 4.78
Energy 8.29 8.29 20.48
Materials 6 6 7.64
Communication 0.8 0.8 8.53
Diversified - - 1.11
Unclassified - - 0.67

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