Sundaram Infrastructure Advantage Fund Regular Plan vs Invesco India Infrastructure Fund compare

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tortoise-icon Invesco India Infrastructure Fund - Growth Option

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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 Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1591 Cr ₹1000 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 21 Nov 2007 29 Sep 2005
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark BSE India Infrastructure Index NIFTY Infrastructure TRI
Turn Over 55% 31%
Expense Ratio 2.09 2.36
Manager Amit Nigam Rohit Seksaria
ISIN Code INF205K01CD5 INF903J01F68
Exits Load Invesco India Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram Infrastructure Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month 2.8% 1.01%
6 Month -2.58% -2.27%
1 Year 36.68% 25.76%
3 Year 28.1% 21.9%
5 Year 30.34% 24.26%

SIP Return Analysis

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - -
1 Year 19.9% 11.41%
3 Year 36.49% 28.06%
5 Year 34.24% 28.48%

Rolling Lumpsum Returns

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 8.93% 9.73%
3 Year 12.44% 10.84%
5 Year 12.71% 7.89%

Risk Management

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 14.54% 14.05%
Sharp 1.67% 1.43%
Beta 0.49% 0.84%
Alpha 7.42% 2.27%

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Fund Managers

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name Amit Nigam Rohit Seksaria
Total AUM ₹14602 Cr ₹0 Cr
Fund Manage 13 15
Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Market Cap

Scheme Name

Invesco India Infrastructure Fund - Growth Option

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 1.6 5.52
Large Cap 36.19 51.62
Small Cap 31.79 27.09
Mid Cap 30.42 16.3

Sector Allocation

Scheme Name

Invesco India Infrastructure Fund - Growth Option

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 1.6 5.52
Electrical Equipment 15.64 13.05
Auto Components 10.18 3.29
Construction 7.88 13.2
Finance 2.16 0.97
Healthcare Services 4.32 -
Petroleum Products 2.91 7.25
Aerospace & Defense 6.56 1.85
Industrial Manufacturing 8.57 0.96
Transport Services 2.18 2.87
Industrial Products 11.47 11.92
Power 11.52 9.54
Agricultural, Commercial & Construction Vehicles 3.05 -
Cement & Cement Products 2.18 6.83
Leisure Services 2.67 -
Chemicals & Petrochemicals 2.88 -
Telecom - Services 1.03 9.09
Realty 0.96 2.61
Consumer Durables 2.24 2.58
Banks - 3.34
Gas - 1.2
Oil - 1.41
Consumable Fuels - 1.02
Transport Infrastructure - 1.17
Ferrous Metals - 0.86

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