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) | ₹1025 Cr | ₹1025 Cr | ₹942 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 | -0.1% | -0.1% | 0.26% |
| 6 Month | 12.4% | 12.4% | 8.67% |
| 1 Year | 1.86% | 1.86% | 2% |
| 3 Year | 28.8% | 28.8% | 22.59% |
| 5 Year | 30.9% | 30.9% | 27.06% |
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 | 1.37% | 1.37% | 1.48% |
| 1 Year | 12.43% | 12.43% | 12.58% |
| 3 Year | 24.72% | 24.72% | 18.2% |
| 5 Year | 25.83% | 25.83% | 20.22% |
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 | 9.52% | 9.52% | 8.67% |
| 3 Year | 10.53% | 10.53% | 11.31% |
| 5 Year | 9.94% | 9.94% | 8.33% |
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 | 20.09% | 20.09% | 15.60% |
| Sharp | 1.00% | 1.00% | 0.94% |
| Beta | 1.25% | 1.25% | 1.10% |
| Alpha | 8.33% | 8.33% | 4.41% |
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 | 6.77 | 6.77 | 6.53 |
| Large Cap | 25.98 | 25.98 | 56.72 |
| Small Cap | 48.48 | 48.48 | 21.29 |
| Mid Cap | 18.76 | 18.76 | 15.47 |
Sector Allocation
| Scheme Name |
LIC MF Infrastructure Fund-Growth |
LIC MF Infrastructure Fund-Regular Plan-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 3.77 | 3.77 | 5.23 |
| Industrials | 48.29 | 48.29 | 38.82 |
| Financial Services | 8.09 | 8.09 | 3.93 |
| Energy | 0.96 | 0.96 | 11.07 |
| Basic Materials | 9.85 | 9.85 | 7.4 |
| Utilities | 6.27 | 6.27 | 12.1 |
| Technology | 4.21 | 4.21 | 0.69 |
| Real Estate | 3.4 | 3.4 | 2.24 |
| Consumer Cyclical | 8.84 | 8.84 | 7.92 |
| Communication Services | 2.81 | 2.81 | 10.6 |
| Healthcare | 3.5 | 3.5 | - |
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