Sundaram Infrastructure Advantage Fund Regular Plan vs Aditya Birla Sun Life Infrastructure Fund compare
Aditya Birla Sun Life Infrastructure Fund-Growth
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1087 Cr | ₹908 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 17 Mar 2006 | 29 Sep 2005 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Infrastructure TRI | NIFTY Infrastructure TRI |
Turn Over | 48% | 31% |
Expense Ratio | 2.26 | 2.4 |
Manager | Dhaval Joshi | Rohit Seksaria |
ISIN Code | INF209K01504 | INF903J01F68 |
Exits Load | Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth charges 1.0% 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 | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Month | -9.26% | -7.8% |
6 Month | -18.12% | -15.99% |
1 Year | -0.45% | 2.26% |
3 Year | 19.59% | 18.36% |
5 Year | 21.44% | 19.69% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -21.5% | -18.2% |
3 Year | 16.85% | 16.56% |
5 Year | 22.83% | 21.73% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Year | 10.91% | 10.21% |
3 Year | 12.38% | 10.95% |
5 Year | 9.9% | 8.03% |
Risk Management
Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.746% | 15.216% |
Sharp | 0.908% | 0.793% |
Beta | 1.004% | 0.998% |
Alpha | 6.172% | 4.005% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Rohit Seksaria |
Total AUM | ₹361932 Cr | ₹0 Cr |
Fund Manage | 55 | 15 |
Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Infrastructure Fund-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 2 | 5.52 |
Large Cap | 44.11 | 51.62 |
Small Cap | 36.74 | 27.09 |
Mid Cap | 16.71 | 16.3 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Infrastructure Fund-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 2 | 5.52 |
Telecom - Services | 5.9 | 9.09 |
Realty | 2.26 | 2.61 |
Petroleum Products | 1.45 | 7.25 |
Electrical Equipment | 11.22 | 13.05 |
Industrial Manufacturing | 7.58 | 0.96 |
Construction | 18.51 | 13.2 |
Banks | 6.7 | 3.34 |
Agricultural, Commercial & Construction Vehicles | 1.12 | - |
Aerospace & Defense | 3.81 | 1.85 |
Leisure Services | 1.48 | - |
Transport Services | 5.21 | 2.87 |
Industrial Products | 8.02 | 11.92 |
Gas | 1.55 | 1.2 |
Diversified Metals | 1.05 | - |
Oil | 2.77 | 1.41 |
Auto Components | 3.54 | 3.29 |
Healthcare Services | 1.19 | - |
Cement & Cement Products | 4.09 | 6.83 |
Power | 6.42 | 9.54 |
Transport Infrastructure | 2.2 | 1.17 |
Ferrous Metals | 1.49 | 0.86 |
Finance | - | 0.97 |
Consumer Durables | - | 2.58 |
Consumable Fuels | - | 1.02 |
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