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) | ₹2540 Cr | ₹952 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 | 1.68% | 3.13% |
6 Month | 2.72% | 2.55% |
1 Year | -0.43% | -0.41% |
3 Year | 36.35% | 28.43% |
5 Year | 34.93% | 29.28% |
SIP Return Analysis
Scheme Name | HDFC Infrastructure Fund - Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | 11.75% | 13.34% |
1 Year | 11.78% | 13.79% |
3 Year | 28.63% | 24.14% |
5 Year | 30.86% | 24.4% |
Rolling Lumpsum Returns
Scheme Name | HDFC Infrastructure Fund - Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Year | 8.98% | 9.43% |
3 Year | 9.28% | 11.11% |
5 Year | 7.75% | 8.16% |
Risk Management
Scheme Name | HDFC Infrastructure Fund - Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.44% | 16.56% |
Sharp | 1.38% | 1.03% |
Beta | 1.11% | 1.05% |
Alpha | 11.48% | 5.11% |
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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 | 5.98 | 5.78 |
Large Cap | 47.26 | 54.82 |
Small Cap | 38.91 | 24.08 |
Mid Cap | 7.85 | 15.32 |
Sector Allocation
Scheme Name |
HDFC Infrastructure Fund - Growth Plan |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 5.09 | 5.78 |
Energy | 7.53 | 10.9 |
Industrials | 41.71 | 41.33 |
Basic Materials | 11.11 | 8.58 |
Financial Services | 19.97 | 4.53 |
Technology | 1 | 0.51 |
Real Estate | 0.89 | 2.74 |
Communication Services | 3.67 | 10.2 |
Utilities | 6.76 | 10.5 |
Consumer Cyclical | 0.54 | 4.92 |
Healthcare | 1.75 | - |
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