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) ₹1044 Cr ₹2780 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Sep 2005 01 Jan 2013
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY Infrastructure TRI NIFTY Infrastructure TRI
Turn Over 31% 28%
Expense Ratio 2.35 2.04
Manager Rohit Seksaria Venugopal Manghat
ISIN Code INF903J01F68 INF917K01536
Exits Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
1 Month -8.41% -8.69%
6 Month -1.16% 1.91%
1 Year 34.05% 38.07%
3 Year 19.5% 24.03%
5 Year 22.99% 24.67%

SIP Return Analysis

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
6 Month - -
1 Year 20.77% 26.91%
3 Year 29.69% 34.86%
5 Year 29.19% 33.1%

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 6.19 2.67
Large Cap 57.63 45.29
Small Cap 19.75 37.69
Mid Cap 16.41 14.35

Sector Allocation

Scheme Name

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

HSBC Infrastructure Fund - Regular Growth

Others 3.94 1.48
Energy 20.48 13.89
Capital Goods 27.74 37.01
Materials 7.64 5.03
Construction 14.51 18.54
Financial 5.44 2.24
Automobile 1.15 1.54
Services 4.78 4.89
Communication 8.53 3.8
Diversified 1.11 1.59
Metals & Mining 3.99 6.08
Unclassified 0.67 -
Consumer Staples - 3.06
Consumer Discretionary - 0.85

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