Aditya Birla Sun Life Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

Link copied to clipboard!

Aditya Birla Sun Life Infrastructure Fund-Growth

Invest Now

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1136 Cr	₹942 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

Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month	2.81%	3.72%
6 Month	12.14%	11.17%
1 Year	0.88%	3.28%
3 Year	23.7%	22.07%
5 Year	30.05%	27.88%

Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	0.23%	-0.19%
1 Year	9.75%	9.62%
3 Year	15.39%	16.32%
5 Year	19.55%	18.99%

Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	9.57%	8.67%
3 Year	12.92%	11.31%
5 Year	10.37%	8.33%

Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	16.32%	15.61%
Sharp	1.00%	0.95%
Beta	0.88%	0.88%
Alpha	2.46%	0.93%

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

Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	6.38	6.53
Large Cap	42.78	56.72
Small Cap	34.82	21.29
Mid Cap	16.01	15.47

Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	4.77	5.23
Communication Services	6.26	10.6
Energy	4.88	11.07
Industrials	52.61	38.82
Financial Services	6.77	3.93
Real Estate	3.29	2.24
Consumer Cyclical	4.92	7.92
Technology	0	0.69
Utilities	3.99	12.1
Basic Materials	10.81	7.4
Healthcare	1.71	-