Aditya Birla Sun Life Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
Aditya Birla Sun Life Infrastructure Fund-Growth
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1087 Cr | ₹908 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 17 Mar 2006 | 29 Sep 2005 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Infrastructure TRI | NIFTY Infrastructure TRI |
Turn Over | 48% | 31% |
Expense Ratio | 2.26 | 2.4 |
Manager | Dhaval Joshi | Rohit Seksaria |
ISIN Code | INF209K01504 | INF903J01F68 |
Exits Load | Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth charges 1.0% 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 | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Month | 5.02% | 3.99% |
6 Month | -5.59% | -3.29% |
1 Year | -4.09% | -1.48% |
3 Year | 29.61% | 26.72% |
5 Year | 31.54% | 30.07% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | 10.05% | 10.49% |
1 Year | 3.69% | 6.73% |
3 Year | 21.37% | 21.94% |
5 Year | 23.85% | 23.08% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Year | 10.37% | 9.43% |
3 Year | 12.66% | 11.11% |
5 Year | 10.12% | 8.16% |
Risk Management
Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.193% | 16.019% |
Sharp | 0.699% | 0.676% |
Beta | 1.058% | 1.019% |
Alpha | 4.931% | 4.004% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Rohit Seksaria |
Total AUM | ₹361932 Cr | ₹0 Cr |
Funds Managed | 55 | 15 |
Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Infrastructure Fund-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 4.29 | 5.78 |
Large Cap | 41.41 | 54.82 |
Small Cap | 34.32 | 24.08 |
Mid Cap | 19.97 | 15.32 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Infrastructure Fund-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 2.93 | 5.78 |
Communication Services | 6.23 | 10.2 |
Energy | 7.31 | 10.9 |
Industrials | 52.34 | 41.33 |
Financial Services | 5.45 | 4.53 |
Consumer Cyclical | 5.96 | 4.92 |
Technology | 1.38 | 0.51 |
Utilities | 6.24 | 10.5 |
Real Estate | 2.19 | 2.74 |
Basic Materials | 8.77 | 8.58 |
Healthcare | 1.2 | - |
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