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Sundaram Infrastructure Advantage Fund Regular Plan vs Aditya Birla Sun Life Infrastructure Fund compare

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tortoise-icon Aditya Birla Sun Life Infrastructure Fund-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 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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