Sundaram Infrastructure Advantage Fund Regular Plan vs HSBC Infrastructure Fund compare

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tortoise-icon Sundaram Infrastructure Advantage Fund Regular Plan - Growth

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tortoise-icon HSBC Infrastructure Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
Fund Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1000 Cr ₹2611 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Sep 2005 27 Sep 2007
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY Infrastructure TRI NIFTY Infrastructure TRI
Turn Over 31% 28%
Expense Ratio 2.36 2.01
Manager Rohit Seksaria Venugopal Manghat
ISIN Code INF903J01F68 INF917K01536
Exits Load Sundaram Infrastructure Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 HSBC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
1 Month 2.11% 3.16%
6 Month -3.54% -4.6%
1 Year 25.37% 30.83%
3 Year 21.87% 26.66%
5 Year 24.2% 25.93%

SIP Return Analysis

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
6 Month - -
1 Year 11.41% 17.42%
3 Year 28.06% 33.32%
5 Year 28.48% 32.52%

Rolling Lumpsum Returns

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
1 Year 9.73% 8.89%
3 Year 10.84% 16.02%
5 Year 7.89% 11.14%

Risk Management

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
Standard Deviation 14.05% 14.53%
Sharp 1.43% 1.67%
Beta 0.84% 0.78%
Alpha 2.27% 7.95%

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Fund Managers

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
Name Rohit Seksaria Venugopal Manghat
Total AUM ₹0 Cr ₹41442 Cr
Fund Manage 15 7
Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth

Market Cap

Scheme Name

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

HSBC Infrastructure Fund - Regular Growth

Others 5.52 2.67
Large Cap 51.62 45.29
Small Cap 27.09 37.69
Mid Cap 16.3 14.35

Sector Allocation

Scheme Name

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

HSBC Infrastructure Fund - Regular Growth

Others 5.52 1.48
Petroleum Products 7.25 -
Electrical Equipment 13.05 -
Auto Components 3.29 -
Construction 13.2 18.54
Finance 0.97 -
Banks 3.34 -
Cement & Cement Products 6.83 -
Consumer Durables 2.58 -
Transport Services 2.87 -
Telecom - Services 9.09 -
Gas 1.2 -
Industrial Products 11.92 -
Oil 1.41 -
Power 9.54 -
Aerospace & Defense 1.85 -
Consumable Fuels 1.02 -
Industrial Manufacturing 0.96 -
Realty 2.61 -
Transport Infrastructure 1.17 -
Ferrous Metals 0.86 -
Communication - 3.8
Energy - 13.89
Capital Goods - 37.01
Metals & Mining - 6.08
Consumer Staples - 3.06
Services - 4.89
Financial - 2.24
Materials - 5.03
Consumer Discretionary - 0.85
Diversified - 1.59
Automobile - 1.54

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