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 Risk | Very High Risk |
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 | -7.18% | -7.8% |
6 Month | -17.05% | -15.99% |
1 Year | 0.52% | 2.26% |
3 Year | 22.47% | 18.36% |
5 Year | 22.34% | 19.69% |
SIP Return Analysis
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -18.28% | -18.2% |
3 Year | 19.42% | 16.56% |
5 Year | 24.39% | 21.73% |
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 | 13.914% | 15.216% |
Sharp | 1.171% | 0.793% |
Beta | 0.927% | 0.998% |
Alpha | 8.785% | 4.005% |
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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 |
Fund Manage | 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 | 4.42 | 5.52 |
Small Cap | 38.57 | 27.09 |
Large Cap | 36.47 | 51.62 |
Mid Cap | 20.54 | 16.3 |
Sector Allocation
Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 4.42 | 5.52 |
Cement & Cement Products | 10.42 | 6.83 |
Realty | 3.31 | 2.61 |
Petroleum Products | 11.01 | 7.25 |
Finance | 2.21 | 0.97 |
Industrial Manufacturing | 6.55 | 0.96 |
Construction | 11.83 | 13.2 |
Capital Markets | 5.39 | - |
Chemicals & Petrochemicals | 1.47 | - |
Banks | 5.41 | 3.34 |
Consumer Durables | 4.46 | 2.58 |
Leisure Services | 0.91 | - |
Transport Infrastructure | 1.71 | 1.17 |
Transport Services | 2.12 | 2.87 |
Industrial Products | 8.98 | 11.92 |
Telecom - Services | 8.3 | 9.09 |
Gas | 1.45 | 1.2 |
Electrical Equipment | 0.53 | 13.05 |
Fertilizers & Agrochemicals | 1.68 | - |
Power | 6.11 | 9.54 |
Auto Components | 1.73 | 3.29 |
Oil | - | 1.41 |
Aerospace & Defense | - | 1.85 |
Consumable Fuels | - | 1.02 |
Ferrous Metals | - | 0.86 |
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