Tata Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
Tata Infrastructure Fund-Regular Plan- Growth Option
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
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 | 2.57% | 3.52% |
6 Month | -16.71% | -9.33% |
1 Year | -5.46% | 4.92% |
3 Year | 19.57% | 19.09% |
5 Year | 31.16% | 30.39% |
SIP Return Analysis
Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | -3.66% | -0.57% |
1 Year | -21.66% | -9.87% |
3 Year | 15.47% | 19.35% |
5 Year | 22.37% | 22.36% |
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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