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) ₹1464 Cr ₹1044 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 2.1 2.35
Manager Amit Nigam Rohit Seksaria
ISIN Code INF205K01CD5 INF903J01F68
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./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 Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month -0.36% -0.11%
6 Month 27.05% 21.82%
1 Year 70.36% 53.71%
3 Year 33.31% 28.1%
5 Year 33.58% 27.08%

SIP Return Analysis

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - -
1 Year 35.5% 27.71%
3 Year 80.67% 63.16%
5 Year 149.85% 118.22%

Rolling Lumpsum Returns

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 35.09% 30.11%
3 Year 101.75% 82.72%
5 Year 163.82% 127.38%

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

Large Cap 40.95 57.63
Others 9.96 6.19
Mid Cap 30.68 16.41
Small Cap 18.41 19.75

Sector Allocation

Scheme Name

Invesco India Infrastructure Fund - Growth Option

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Energy 23.57 20.48
Construction 10.11 14.51
Others 1.88 3.94
Capital Goods 38.33 27.74
Chemicals 3.04 -
Metals & Mining 3.94 3.99
Services 5.18 4.78
Financial 2.62 5.44
Healthcare 3.87 -
Materials 4.01 7.64
Communication 1.12 8.53
Automobile 2.33 1.15
Diversified - 1.11
Unclassified - 0.67

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