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HSBC Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
HSBC Infrastructure Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Fund | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹961 Cr | ₹2313 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2005 | 27 Sep 2007 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Infrastructure TRI | NIFTY Infrastructure TRI |
| Turn Over | 31% | 28% |
| Expense Ratio | 2.4 | 2.02 |
| Manager | Rohit Seksaria | Venugopal Manghat |
| ISIN Code | INF903J01F68 | INF917K01536 |
| Exits Load | Sundaram Infrastructure Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.98% | -3.2% |
| 6 Month | 2.42% | -3.33% |
| 1 Year | -0.17% | -10.25% |
| 3 Year | 20.44% | 20.93% |
| 5 Year | 23.7% | 24.74% |
SIP Return Analysis
| Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.49% | -2.91% |
| 1 Year | 13.73% | 3% |
| 3 Year | 16.32% | 12.29% |
| 5 Year | 18.56% | 17.94% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.4% | 7.51% |
| 3 Year | 11.48% | 15.95% |
| 5 Year | 8.44% | 10.93% |
Risk Management
| Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.65% | 18.13% |
| Sharp | 0.90% | 0.85% |
| Beta | 0.89% | 0.94% |
| Alpha | 0.94% | 1.59% |
Fund Managers
| Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Name | Rohit Seksaria | Venugopal Manghat |
| Total AUM | ₹0 Cr | ₹41442 Cr |
| Funds Managed | 15 | 7 |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
Market Cap
| Scheme Name |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Others | 5.08 | 5.14 |
| Large Cap | 58 | 57.48 |
| Small Cap | 21.15 | 26.47 |
| Mid Cap | 15.77 | 10.9 |
Sector Allocation
| Scheme Name |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Others | 4.49 | 1.81 |
| Energy | 11.4 | 7.9 |
| Industrials | 38.93 | 52.16 |
| Consumer Cyclical | 7.15 | 1.69 |
| Financial Services | 3.95 | 2.53 |
| Basic Materials | 6.31 | 7.16 |
| Communication Services | 11.28 | 9.24 |
| Utilities | 11.85 | 9.7 |
| Healthcare | 0.99 | - |
| Real Estate | 2.41 | 4.59 |
| Technology | 1.23 | 3.23 |
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