Sundaram Infrastructure Advantage Fund Regular Plan vs LIC MF Infrastructure Fund compare

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tortoise-icon LIC MF Infrastructure Fund-Growth

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tortoise-icon LIC MF Infrastructure Fund-Regular Plan-Growth

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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 LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹786 Cr ₹786 Cr ₹1000 Cr
Min Investment ₹5000 ₹5000 ₹100
Min SIP Invesment ₹1000 ₹1000 ₹100
Min Addl Investment ₹500 ₹500 ₹100
Launch Date 24 Mar 2008 24 Mar 2008 29 Sep 2005
Category Infrastructure Infrastructure Infrastructure
Fund Type Open Ended Open Ended Open Ended
Benchmark Nifty Infrastructure TRI Nifty Infrastructure TRI NIFTY Infrastructure TRI
Turn Over % 51% 31%
Expense Ratio 2.34 2.34 2.36
Manager Yogesh Patil Yogesh Patil Rohit Seksaria
ISIN Code INF767K01501 INF767K01501 INF903J01F68
Exits Load LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month 9.3% 9.3% 5.81%
6 Month 8.91% 8.91% -0.05%
1 Year 56.83% 56.83% 29.9%
3 Year 33.5% 33.5% 22.68%
5 Year 28.54% 28.54% 25.3%

SIP Return Analysis

Scheme Name LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - - -
1 Year 46.39% 46.39% 21.47%
3 Year 44.79% 44.79% 31.29%
5 Year 37.96% 37.96% 30.02%

Rolling Lumpsum Returns

Scheme Name LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 9.61% 9.61% 9.73%
3 Year 9.66% 9.66% 10.84%
5 Year 9.45% 9.45% 7.89%

Risk Management

Scheme Name LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 13.12% 13.12% 14.05%
Sharp 1.98% 1.98% 1.43%
Beta 0.71% 0.71% 0.84%
Alpha 12.25% 12.25% 2.27%

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Fund Managers

Scheme Name LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name Yogesh Patil Yogesh Patil Rohit Seksaria
Total AUM ₹5898 Cr ₹5898 Cr ₹0 Cr
Fund Manage 7 7 15
LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Market Cap

Scheme Name

LIC MF Infrastructure Fund-Growth

LIC MF Infrastructure Fund-Regular Plan-Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 5.23 5.23 5.52
Large Cap 19.12 19.12 51.62
Mid Cap 21 21 16.3
Small Cap 54.69 54.69 27.09

Sector Allocation

Scheme Name

LIC MF Infrastructure Fund-Growth

LIC MF Infrastructure Fund-Regular Plan-Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 5.23 5.23 5.52
Petroleum Products 1.51 1.51 7.25
Construction 7 7 13.2
Finance 6.04 6.04 0.97
Non - Ferrous Metals 1.32 1.32 -
Industrial Products 24.06 24.06 11.92
Aerospace & Defense 2.45 2.45 1.85
Electrical Equipment 16.32 16.32 13.05
Realty 2.5 2.5 2.61
Healthcare Services 1.79 1.79 -
Auto Components 5.21 5.21 3.29
Industrial Manufacturing 9.39 9.39 0.96
Automobiles 1.12 1.12 -
Transport Services 3.55 3.55 2.87
Gas 2.04 2.04 1.2
Power 4.98 4.98 9.54
Leisure Services 1.37 1.37 -
Telecom - Services 2.16 2.16 9.09
Cement & Cement Products 1.1 1.1 6.83
Chemicals & Petrochemicals 0.7 0.7 -
Transport Infrastructure 0.2 0.2 1.17
Banks - - 3.34
Consumer Durables - - 2.58
Oil - - 1.41
Consumable Fuels - - 1.02
Ferrous Metals - - 0.86

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