HDFC Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
HDFC Infrastructure Fund - Growth Plan
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Infrastructure Fund - Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2514 Cr | ₹961 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 10 Mar 2008 | 29 Sep 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY Infrastructure TRI |
| Turn Over | 11.39% | 31% |
| Expense Ratio | 2.06 | 2.4 |
| Manager | Dhruv Muchhal | Rohit Seksaria |
| ISIN Code | INF179K01GF8 | INF903J01F68 |
| Exits Load | HDFC Infrastructure Fund - 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 | HDFC Infrastructure Fund - Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.65% | -0.32% |
| 6 Month | -1.51% | 0.56% |
| 1 Year | 1.93% | 4.17% |
| 3 Year | 25.11% | 22.38% |
| 5 Year | 27.32% | 22.77% |
SIP Return Analysis
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.42% | 1.5% |
| 1 Year | 7.2% | 12.88% |
| 3 Year | 16.59% | 16% |
| 5 Year | 22.91% | 18.78% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.45% | 8.32% |
| 3 Year | 10.06% | 11.5% |
| 5 Year | 8.47% | 8.47% |
Risk Management
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.02% | 14.05% |
| Sharp | 1.16% | 0.95% |
| Beta | 0.86% | 0.88% |
| Alpha | 5.37% | 1.24% |
Fund Managers
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Rohit Seksaria |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Funds Managed | 40 | 15 |
| HDFC Infrastructure Fund - Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Infrastructure Fund - Growth Plan |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.39 | 5.22 |
| Large Cap | 52.59 | 58.85 |
| Mid Cap | 6.99 | 15.61 |
| Small Cap | 32.02 | 20.32 |
Sector Allocation
| Scheme Name |
HDFC Infrastructure Fund - Growth Plan |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.91 | 4.62 |
| Energy | 6.93 | 11.86 |
| Basic Materials | 10.2 | 6.12 |
| Industrials | 39.35 | 39.12 |
| Financial Services | 20.43 | 4.13 |
| Real Estate | 2.48 | 2.19 |
| Technology | 1.41 | 1.09 |
| Communication Services | 4.12 | 11.63 |
| Utilities | 6.76 | 11.42 |
| Consumer Cyclical | 0.66 | 6.86 |
| Healthcare | 1.75 | 0.95 |
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