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

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Infrastructure Fund-Growth

Invest Now

tortoise-icon Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Invest Now

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 Very High
Asset Size (Cr) ₹1218 Cr ₹1044 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹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 2.35
Manager Dhaval Joshi Rohit Seksaria
ISIN Code INF209K01504 INF903J01F68
Exits Load Exit load of 1% if redeemed within 30 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month -1.43% -0.11%
6 Month 20.9% 21.82%
1 Year 50.4% 53.71%
3 Year 29.59% 28.1%
5 Year 28.99% 27.08%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - -
1 Year 26.32% 27.71%
3 Year 68.59% 63.16%
5 Year 130.89% 118.22%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 32.44% 30.11%
3 Year 90.68% 82.72%
5 Year 139.09% 127.38%

Risk Management

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 15.1% 14.05%
Sharp 1.38% 1.43%
Beta 0.84% 0.84%
Alpha 2.76% 2.27%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Large Cap 44.38 57.63
Others 6.38 6.19
Small Cap 35.94 19.75
Mid Cap 13.28 16.41

Sector Allocation

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Construction 25.44 14.51
Others 6.09 3.94
Communication 5.52 8.53
Energy 12.66 20.48
Financial 6.94 5.44
Materials 5.02 7.64
Capital Goods 21.34 27.74
Metals & Mining 7.06 3.99
Services 7.69 4.78
Automobile 1.19 1.15
Healthcare 1.03 -
Diversified - 1.11
Unclassified - 0.67

Top Comparisons

Edelweiss Liquid Fund - Regular Plan - Growth Option Edelweiss Liquid Fund - Regular Plan - Growth Option

3Y Returns5.82%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.01%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns30.16%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns15.64%

Compare Now

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

3Y Returns9.81%

VS

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns9.24%

Compare Now

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns27.58%

VS

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns22.88%

Compare Now
Request call back
Add to Cart Successfully