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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 Risk Very High Risk
Asset Size (Cr) ₹908 Cr ₹2306 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 2.4 2.02
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 -7.8% -8.62%
6 Month -15.99% -18.53%
1 Year 2.26% 5.14%
3 Year 18.36% 20.92%
5 Year 19.69% 21.09%

SIP Return Analysis

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
6 Month - -
1 Year -18.2% -19.36%
3 Year 16.56% 18.94%
5 Year 21.73% 24.38%

Rolling Lumpsum Returns

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
1 Year 10.21% 9.29%
3 Year 10.95% 16.25%
5 Year 8.03% 11.59%

Risk Management

Scheme Name Sundaram Infrastructure Advantage Fund Regular Plan - Growth HSBC Infrastructure Fund - Regular Growth
Standard Deviation 15.216% 16.197%
Sharp 0.793% 0.953%
Beta 0.998% 0.993%
Alpha 4.005% 7.409%

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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 2.27
Large Cap 51.62 47.07
Small Cap 27.09 36.29
Mid Cap 16.3 14.37

Sector Allocation

Scheme Name

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

HSBC Infrastructure Fund - Regular Growth

Others 5.52 2.27
Petroleum Products 7.25 5.26
Electrical Equipment 13.05 11.56
Auto Components 3.29 -
Construction 13.2 15.6
Finance 0.97 2.66
Banks 3.34 -
Cement & Cement Products 6.83 4.05
Consumer Durables 2.58 4.87
Transport Services 2.87 0.57
Telecom - Services 9.09 6.59
Gas 1.2 2.02
Industrial Products 11.92 13.04
Oil 1.41 1.24
Power 9.54 7.15
Aerospace & Defense 1.85 7.83
Consumable Fuels 1.02 -
Industrial Manufacturing 0.96 5.16
Realty 2.61 2.65
Transport Infrastructure 1.17 -
Ferrous Metals 0.86 0.49
Telecom Services - 0.76
Capital Markets - 1.28
Non - Ferrous Metals - 1.21
Paper, Forest & Jute Products - 3.15
Agricultural, Commercial & Construction Vehicles - 0.59

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