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) ₹2451 Cr ₹1000 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 2.04 2.36
Manager Abhinav Sharma Rohit Seksaria
ISIN Code INF277K01782 INF903J01F68
Exits Load Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% 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 Tata Infrastructure Fund-Regular Plan- Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month 0.92% 2.11%
6 Month -9.1% -3.54%
1 Year 24.7% 25.37%
3 Year 25.16% 21.87%
5 Year 26.94% 24.2%

SIP Return Analysis

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - -
1 Year 5.6% 11.41%
3 Year 29.18% 28.06%
5 Year 31.21% 28.48%

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 3.69 5.52
Small Cap 40.3 27.09
Large Cap 31.47 51.62
Mid Cap 24.54 16.3

Sector Allocation

Scheme Name

Tata Infrastructure Fund-Regular Plan- Growth Option

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 3.69 5.52
Cement & Cement Products 13.1 6.83
Realty 7.78 2.61
Electrical Equipment 13.03 13.05
Industrial Products 12.82 11.92
Construction 13.11 13.2
Paper, Forest & Jute Products 1.42 -
Industrial Manufacturing 3.15 0.96
Petroleum Products 1.04 7.25
Aerospace & Defense 0.92 1.85
Auto Components 3.07 3.29
Telecom - Services 1.26 9.09
Consumer Durables 1.06 2.58
Power 14.09 9.54
Transport Services 3.07 2.87
Diversified 1.2 -
Chemicals & Petrochemicals 0.93 -
Transport Infrastructure 4.46 1.17
Gas 0.8 1.2
Finance - 0.97
Banks - 3.34
Oil - 1.41
Consumable Fuels - 1.02
Ferrous Metals - 0.86

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