LIC MF Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
LIC MF Infrastructure Fund-Growth
LIC MF Infrastructure Fund-Regular Plan-Growth
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
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) | ₹995 Cr | ₹995 Cr | ₹935 Cr |
Min Investment | ₹5000 | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
Min Addl Investment | ₹500 | ₹500 | ₹100 |
Launch Date | 24 Mar 2008 | 24 Mar 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 | 2.2 | 2.2 | 2.4 |
Manager | Yogesh Patil | Yogesh Patil | Rohit Seksaria |
ISIN Code | INF767K01501 | INF767K01501 | INF903J01F68 |
Exits Load | LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|---|
1 Month | 5.28% | 5.28% | 2.9% |
6 Month | 23.59% | 23.59% | 19.89% |
1 Year | -1.52% | -1.52% | -2.15% |
3 Year | 28.19% | 28.19% | 21.43% |
5 Year | 31.89% | 31.89% | 26.76% |
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 | 5.33% | 5.33% | 3.56% |
1 Year | 12.12% | 12.12% | 11.34% |
3 Year | 26.42% | 26.42% | 19.14% |
5 Year | 26.66% | 26.66% | 20.78% |
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 | 9.78% | 9.78% | 8.98% |
3 Year | 10.41% | 10.41% | 11.23% |
5 Year | 9.84% | 9.84% | 8.26% |
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 | 20.17% | 20.17% | 15.77% |
Sharp | 0.92% | 0.92% | 0.85% |
Beta | 1.23% | 1.23% | 1.09% |
Alpha | 8.81% | 8.81% | 4.88% |
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 |
Funds Managed | 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 | 7.25 | 7.25 | 7.3 |
Large Cap | 24.15 | 24.15 | 56.05 |
Small Cap | 47.69 | 47.69 | 21.23 |
Mid Cap | 20.9 | 20.9 | 15.42 |
Sector Allocation
Scheme Name |
LIC MF Infrastructure Fund-Growth |
LIC MF Infrastructure Fund-Regular Plan-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|---|
Others | 3.31 | 3.31 | 5.95 |
Industrials | 50.96 | 50.96 | 38.29 |
Financial Services | 7.78 | 7.78 | 3.87 |
Energy | 0.9 | 0.9 | 10.89 |
Basic Materials | 9.62 | 9.62 | 7.6 |
Utilities | 5.82 | 5.82 | 11.87 |
Technology | 4.2 | 4.2 | 0.71 |
Real Estate | 3.47 | 3.47 | 2.41 |
Consumer Cyclical | 6.93 | 6.93 | 7.62 |
Communication Services | 2.94 | 2.94 | 10.79 |
Healthcare | 4.07 | 4.07 | - |
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