Sundaram Infrastructure Advantage Fund Regular Plan vs SBI Infrastructure Fund compare

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tortoise-icon SBI 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 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) ₹3835 Cr ₹1044 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 1.94 2.35
Manager Pradeep Kesavan Rohit Seksaria
ISIN Code INF200K01CT2 INF903J01F68
Exits Load Exit load of 0.50% if redeemed within 30 days./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 SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month 0.55% -0.11%
6 Month 21.68% 21.82%
1 Year 59.14% 53.71%
3 Year 32.64% 28.1%
5 Year 29.94% 27.08%

SIP Return Analysis

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - -
1 Year 27% 27.71%
3 Year 72.06% 63.16%
5 Year 132.72% 118.22%

Rolling Lumpsum Returns

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 31.86% 30.11%
3 Year 94.27% 82.72%
5 Year 145.34% 127.38%

Risk Management

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 11.75% 14.05%
Sharp 1.92% 1.43%
Beta 0.74% 0.84%
Alpha 8.04% 2.27%

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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 10.55 6.19
Large Cap 37.47 57.63
Small Cap 34.08 19.75
Mid Cap 17.9 16.41

Sector Allocation

Scheme Name

SBI Infrastructure Fund - Regular Plan - Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 7.17 3.94
Materials 12.16 7.64
Energy 15.91 20.48
Metals & Mining 13.2 3.99
Construction 13.63 14.51
Services 6.62 4.78
Chemicals 2.4 -
Financial 7.45 5.44
Capital Goods 8.87 27.74
Consumer Discretionary 4.22 -
Automobile 2.12 1.15
Communication 6.25 8.53
Diversified - 1.11
Unclassified - 0.67

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