HDFC Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

HDFC Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

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HDFC Infrastructure Fund - Growth Plan

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Sundaram Infrastructure Advantage Fund Regular Plan - Growth

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Chart Comparison

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

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)	₹2522 Cr	₹942 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	1.12%	2.88%
6 Month	6.4%	8.89%
1 Year	4.17%	6.26%
3 Year	26.87%	22.23%
5 Year	32.89%	26.71%

SIP Return Analysis

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	1.31%	1.73%
1 Year	12.27%	14.15%
3 Year	19.99%	17.61%
5 Year	24.7%	19.46%

Rolling Lumpsum Returns

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	7.72%	8.41%
3 Year	9.92%	11.45%
5 Year	8.32%	8.4%

Risk Management

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	16.01%	15.61%
Sharp	1.24%	0.95%
Beta	0.87%	0.88%
Alpha	6.14%	0.93%

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	10.96	6.53
Large Cap	49.89	56.72
Mid Cap	6.63	15.47
Small Cap	32.53	21.29

Sector Allocation

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	8.47	5.23
Energy	6.49	11.07
Basic Materials	10.34	7.4
Industrials	38.53	38.82
Financial Services	19.18	3.93
Real Estate	2.48	2.24
Technology	1.57	0.69
Communication Services	3.63	10.6
Utilities	7.05	12.1
Consumer Cyclical	0.49	7.92
Healthcare	1.76	-

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