SBI Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

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tortoise-icon SBI 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 SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4963 Cr ₹1000 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Jul 2007 29 Sep 2005
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark Nifty Infrastructure TRI NIFTY Infrastructure TRI
Turn Over 43% 31%
Expense Ratio 1.88 2.36
Manager Pradeep Kesavan Rohit Seksaria
ISIN Code INF200K01CT2 INF903J01F68
Exits Load SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 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 SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month 1.11% 2.11%
6 Month -3.87% -3.54%
1 Year 23.55% 25.37%
3 Year 26.42% 21.87%
5 Year 25.86% 24.2%

SIP Return Analysis

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - -
1 Year 7.54% 11.41%
3 Year 30.43% 28.06%
5 Year 30.67% 28.48%

Rolling Lumpsum Returns

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 9.9% 9.73%
3 Year 10.46% 10.84%
5 Year 10.25% 7.89%

Risk Management

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 11.75% 14.05%
Sharp 1.92% 1.43%
Beta 0.74% 0.84%
Alpha 8.04% 2.27%

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Fund Managers

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name Pradeep Kesavan Rohit Seksaria
Total AUM ₹434274 Cr ₹0 Cr
Fund Manage 43 15
SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Market Cap

Scheme Name

SBI Infrastructure Fund - Regular Plan - Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 4.42 5.52
Small Cap 38.57 27.09
Large Cap 36.47 51.62
Mid Cap 20.54 16.3

Sector Allocation

Scheme Name

SBI Infrastructure Fund - Regular Plan - Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 4.42 5.52
Cement & Cement Products 10.42 6.83
Realty 3.31 2.61
Petroleum Products 11.01 7.25
Finance 2.21 0.97
Industrial Manufacturing 6.55 0.96
Construction 11.83 13.2
Capital Markets 5.39 -
Chemicals & Petrochemicals 1.47 -
Banks 5.41 3.34
Consumer Durables 4.46 2.58
Leisure Services 0.91 -
Transport Infrastructure 1.71 1.17
Transport Services 2.12 2.87
Industrial Products 8.98 11.92
Telecom - Services 8.3 9.09
Gas 1.45 1.2
Electrical Equipment 0.53 13.05
Fertilizers & Agrochemicals 1.68 -
Power 6.11 9.54
Auto Components 1.73 3.29
Oil - 1.41
Aerospace & Defense - 1.85
Consumable Fuels - 1.02
Ferrous Metals - 0.86

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