Sundaram Infrastructure Advantage Fund Regular Plan vs Tata Infrastructure Fund compare

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tortoise-icon Tata Infrastructure Fund-Regular Plan- Growth Option

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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 Tata Infrastructure Fund-Regular Plan- Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund Tata Infrastructure Fund-Regular Plan- Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2480 Cr ₹1044 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Dec 2004 29 Sep 2005
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark BSE India Infrastructure Index NIFTY Infrastructure TRI
Turn Over 20.89% 31%
Expense Ratio 2.06 2.35
Manager Abhinav Sharma Rohit Seksaria
ISIN Code INF277K01782 INF903J01F68
Exits Load Exit load of 0.25% 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 Tata Infrastructure Fund-Regular Plan- Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month -5.66% -4.45%
6 Month 7.64% 9.54%
1 Year 43.64% 42.08%
3 Year 24.98% 19.71%
5 Year 27.29% 23.96%

SIP Return Analysis

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - -
1 Year 18.08% 20.77%
3 Year 32.43% 29.69%
5 Year 32.9% 29.19%

Rolling Lumpsum Returns

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 13.7% 9.73%
3 Year 11.61% 10.84%
5 Year 10.81% 7.89%

Risk Management

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 13.62% 14.05%
Sharp 1.84% 1.43%
Beta 0.49% 0.84%
Alpha 8.79% 2.27%

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Fund Managers

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name Abhinav Sharma Rohit Seksaria
Total AUM ₹5613 Cr ₹0 Cr
Fund Manage 3 15
Tata Infrastructure Fund-Regular Plan- Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Market Cap

Scheme Name

Tata Infrastructure Fund-Regular Plan- Growth Option

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 4.38 6.19
Large Cap 31.22 57.63
Mid Cap 31.6 16.41
Small Cap 32.8 19.75

Sector Allocation

Scheme Name

Tata Infrastructure Fund-Regular Plan- Growth Option

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 2.37 3.94
Materials 12.78 7.64
Capital Goods 28.34 27.74
Construction 21.27 14.51
Consumer Staples 1.32 -
Energy 16.14 20.48
Communication 1.48 8.53
Metals & Mining 5.73 3.99
Diversified 1.21 1.11
Chemicals 1.16 -
Services 8.2 4.78
Financial - 5.44
Automobile - 1.15
Unclassified - 0.67

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