Tata Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan 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 -9.43% -7.52%
6 Month -3.59% -0.2%
1 Year 35.09% 35.35%
3 Year 24.34% 19.92%
5 Year 26.48% 23.25%

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 2.34 6.19
Small Cap 41.73 19.75
Large Cap 31.36 57.63
Mid Cap 24.57 16.41

Sector Allocation

Scheme Name

Tata Infrastructure Fund-Regular Plan- Growth Option

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 2.34 3.94
Cement & Cement Products 12.76 -
Realty 7.99 -
Electrical Equipment 12.33 -
Industrial Products 13.65 -
Construction 12.87 14.51
Paper, Forest & Jute Products 1.61 -
Industrial Manufacturing 3.14 -
Petroleum Products 1.13 -
Aerospace & Defense 0.83 -
Auto Components 3.31 -
Telecom - Services 1.36 -
Consumer Durables 1.21 -
Power 14.22 -
Transport Services 3.2 -
Diversified 1.06 1.11
Chemicals & Petrochemicals 0.97 -
Transport Infrastructure 5.12 -
Gas 0.9 -
Energy - 20.48
Capital Goods - 27.74
Materials - 7.64
Financial - 5.44
Automobile - 1.15
Services - 4.78
Communication - 8.53
Metals & Mining - 3.99
Unclassified - 0.67

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