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) | ₹1171 Cr | ₹982 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 | -2.35% | -2.72% |
6 Month | 6.99% | 8.27% |
1 Year | -7.32% | -4.61% |
3 Year | 25.6% | 23.17% |
5 Year | 30.56% | 28.57% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | 8.68% | 7.73% |
1 Year | 8.57% | 8.66% |
3 Year | 20.93% | 21.13% |
5 Year | 23.54% | 22.56% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Year | 9.84% | 8.98% |
3 Year | 12.78% | 11.23% |
5 Year | 10.27% | 8.26% |
Risk Management
Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.99% | 16.09% |
Sharp | 1.32% | 1.23% |
Beta | 1.08% | 1.05% |
Alpha | 7.21% | 4.81% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.86 | 6.36 |
Large Cap | 43.12 | 56.87 |
Small Cap | 37.72 | 21.55 |
Mid Cap | 16.29 | 15.22 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Infrastructure Fund-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 1.76 | 5.14 |
Communication Services | 6.5 | 11.39 |
Energy | 6.48 | 11.64 |
Industrials | 52.22 | 38.77 |
Financial Services | 5.76 | 3.94 |
Consumer Cyclical | 6.32 | 7.47 |
Technology | 1.06 | - |
Utilities | 5.23 | 11.68 |
Basic Materials | 11.56 | 7.41 |
Healthcare | 1.19 | - |
Real Estate | 1.92 | 2.56 |
Top Comparisons
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns6.87%
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.3%
Kotak Liquid Regular Plan Growth
3Y Returns6.18%
Kotak Liquid Regular Plan Growth
3Y Returns6.18%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.45%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.12%
Bandhan Midcap Fund Regular - Growth
3Y Returns0%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns16.64%