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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) ₹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 8.24% 10.52%
6 Month -16.35% -13.92%
1 Year 1.75% 4.89%
3 Year 23.02% 19.76%
5 Year 33.15% 31.88%

SIP Return Analysis

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month -7.12% -5.84%
1 Year -17.09% -14.51%
3 Year 20.07% 18.94%
5 Year 24.37% 22.55%

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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