Sundaram Infrastructure Advantage Fund Regular Plan vs SBI Infrastructure Fund compare
SBI Infrastructure Fund - Regular Plan - Growth
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Fund | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4867 Cr | ₹908 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 06 Jul 2007 | 29 Sep 2005 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Infrastructure TRI | NIFTY Infrastructure TRI |
Turn Over | 43% | 31% |
Expense Ratio | 1.88 | 2.4 |
Manager | Pradeep Kesavan | Rohit Seksaria |
ISIN Code | INF200K01CT2 | INF903J01F68 |
Exits Load | SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 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 | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Month | 4.19% | 3.52% |
6 Month | -9.37% | -9.33% |
1 Year | 2.94% | 4.92% |
3 Year | 23.05% | 19.09% |
5 Year | 31.87% | 30.39% |
SIP Return Analysis
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | -0.25% | -0.57% |
1 Year | -9.84% | -9.87% |
3 Year | 21.39% | 19.35% |
5 Year | 24.82% | 22.36% |
Rolling Lumpsum Returns
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Year | 10.14% | 10.21% |
3 Year | 10.73% | 10.95% |
5 Year | 10.45% | 8.03% |
Risk Management
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.272% | 16.019% |
Sharp | 0.935% | 0.676% |
Beta | 0.976% | 1.019% |
Alpha | 7.741% | 4.004% |
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Fund Managers
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Rohit Seksaria |
Total AUM | ₹434274 Cr | ₹0 Cr |
Funds Managed | 43 | 15 |
SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 8.67 | 5.78 |
Large Cap | 36.17 | 54.82 |
Mid Cap | 21.84 | 15.32 |
Small Cap | 33.33 | 24.08 |
Sector Allocation
Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 8.67 | 5.78 |
Energy | 11.49 | 10.9 |
Financial Services | 14.47 | 4.53 |
Basic Materials | 12.74 | 8.58 |
Industrials | 31.98 | 41.33 |
Consumer Cyclical | 3.38 | 4.92 |
Communication Services | 8.58 | 10.2 |
Utilities | 5.52 | 10.5 |
Real Estate | 3.19 | 2.74 |
Technology | - | 0.51 |
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