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) | ₹1022 Cr | ₹1022 Cr | ₹961 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹200 | ₹200 | ₹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 | -0.25% | -0.25% | -0.73% |
| 6 Month | -0.05% | -0.05% | 3.37% |
| 1 Year | -3.69% | -3.69% | 4.4% |
| 3 Year | 28.51% | 28.51% | 23.41% |
| 5 Year | 27.2% | 27.2% | 23.82% |
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 | -2.81% | -2.81% | -0.49% |
| 1 Year | 5.09% | 5.09% | 9.93% |
| 3 Year | 19.36% | 19.36% | 15.84% |
| 5 Year | 22.83% | 22.83% | 18.63% |
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 | 8.98% | 8.98% | 8.32% |
| 3 Year | 10.7% | 10.7% | 11.5% |
| 5 Year | 9.99% | 9.99% | 8.47% |
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 | 20.32% | 20.32% | 14.05% |
| Sharp | 0.94% | 0.94% | 0.95% |
| Beta | 0.94% | 0.94% | 0.88% |
| Alpha | 5.17% | 5.17% | 1.24% |
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 | 13.23 | 13.23 | 5.22 |
| Large Cap | 21.84 | 21.84 | 58.85 |
| Mid Cap | 18.5 | 18.5 | 15.61 |
| Small Cap | 46.44 | 46.44 | 20.32 |
Sector Allocation
| Scheme Name |
LIC MF Infrastructure Fund-Growth |
LIC MF Infrastructure Fund-Regular Plan-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 7.68 | 7.68 | 4.62 |
| Industrials | 45.19 | 45.19 | 39.12 |
| Financial Services | 6.3 | 6.3 | 4.13 |
| Energy | 0 | 0 | 11.86 |
| Basic Materials | 9.57 | 9.57 | 6.12 |
| Utilities | 4.97 | 4.97 | 11.42 |
| Technology | 3.89 | 3.89 | 1.09 |
| Real Estate | 3.77 | 3.77 | 2.19 |
| Consumer Cyclical | 12.36 | 12.36 | 6.86 |
| Communication Services | 3.1 | 3.1 | 11.63 |
| Healthcare | 3.17 | 3.17 | 0.95 |
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