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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) ₹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

Trailing Lumpsum Returns

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month 8.97% 9.82%
6 Month -22.56% -14.77%
1 Year -7.96% 2.31%
3 Year 19.32% 18.76%
5 Year 31.98% 32.01%

SIP Return Analysis

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month -11.01% -5.84%
1 Year -27.2% -14.51%
3 Year 15.01% 18.94%
5 Year 22.48% 22.55%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 17.894% 16.019%
Sharp 0.641% 0.676%
Beta 1.106% 1.019%
Alpha 4.067% 4.004%

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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
Funds Managed 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 4.63 5.78
Large Cap 31.98 54.82
Mid Cap 20.78 15.32
Small Cap 42.62 24.08

Sector Allocation

Scheme Name

Tata Infrastructure Fund-Regular Plan- Growth Option

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 4.63 5.78
Industrials 50.51 41.33
Basic Materials 15.25 8.58
Technology 1.75 0.51
Real Estate 7.06 2.74
Energy 1.12 10.9
Consumer Cyclical 3.71 4.92
Communication Services 1.46 10.2
Utilities 14.51 10.5
Financial Services - 4.53

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