Tata Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

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Tata Infrastructure Fund-Regular Plan- Growth Option

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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 Risk	Very High Risk
Asset Size (Cr)	₹2141 Cr	₹908 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	2.4
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

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month	-9.85%	-7.8%
6 Month	-23.8%	-15.99%
1 Year	-5.1%	2.26%
3 Year	18.62%	18.36%
5 Year	21.68%	19.69%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	-	-
1 Year	-29.54%	-18.2%
3 Year	13.69%	16.56%
5 Year	22.11%	21.73%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	13.88%	10.21%
3 Year	11.89%	10.95%
5 Year	11.08%	8.03%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	16.404%	15.216%
Sharp	0.843%	0.793%
Beta	1.05%	0.998%
Alpha	5.351%	4.005%

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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

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

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