Sundaram Infrastructure Advantage Fund Regular Plan vs HDFC Infrastructure Fund compare

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tortoise-icon HDFC Infrastructure Fund - Growth Plan

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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 HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2298 Cr ₹1044 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 10 Mar 2008 29 Sep 2005
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY Infrastructure TRI
Turn Over 11.39% 31%
Expense Ratio 2.08 2.35
Manager Dhruv Muchhal Rohit Seksaria
ISIN Code INF179K01GF8 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 HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month -0.09% -0.11%
6 Month 20.05% 21.82%
1 Year 59.54% 53.71%
3 Year 38.33% 28.1%
5 Year 27.88% 27.08%

SIP Return Analysis

Scheme Name HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - -
1 Year 28.22% 27.71%
3 Year 85.18% 63.16%
5 Year 151.33% 118.22%

Rolling Lumpsum Returns

Scheme Name HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 9.23% 9.93%
3 Year 8.77% 10.88%
5 Year 6.78% 7.85%

Risk Management

Scheme Name HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 16.02% 14.05%
Sharp 1.66% 1.43%
Beta 0.97% 0.84%
Alpha 13.44% 2.27%

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Fund Managers

Scheme Name HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name Dhruv Muchhal Rohit Seksaria
Total AUM ₹520687 Cr ₹0 Cr
Fund Manage 40 15
HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Market Cap

Scheme Name

HDFC Infrastructure Fund - Growth Plan

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 10.89 6.19
Large Cap 45.35 57.63
Small Cap 36.49 19.75
Mid Cap 7.27 16.41

Sector Allocation

Scheme Name

HDFC Infrastructure Fund - Growth Plan

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 8.9 3.94
Petroleum Products 4.18 -
Industrial Manufacturing 3.61 -
Cement & Cement Products 4.8 -
Construction 18.65 14.51
Finance 4.34 -
Non - Ferrous Metals 1.05 -
Banks 15.75 -
Realty 1.99 -
Aerospace & Defense 2.77 -
Electrical Equipment 4.08 -
Transport Services 2.95 -
Ferrous Metals 0.75 -
Fertilizers & Agrochemicals 1.44 -
Consumer Durables 0.63 -
Industrial Products 2.94 -
Gas 3.48 -
Retailing 0.31 -
Auto Components 0.42 -
Telecom - Services 3.12 -
Healthcare Services 1.34 -
Transport Infrastructure 1.67 -
Consumable Fuels 3.69 -
Power 4.56 -
Chemicals & Petrochemicals 2.58 -
Energy - 20.48
Capital Goods - 27.74
Materials - 7.64
Financial - 5.44
Automobile - 1.15
Services - 4.78
Communication - 8.53
Diversified - 1.11
Metals & Mining - 3.99
Unclassified - 0.67

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