HSBC Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

HSBC Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

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Sundaram Infrastructure Advantage Fund Regular Plan - Growth

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HSBC Infrastructure Fund - Regular Growth

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Chart Comparison

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

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)	₹935 Cr	₹2365 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	0.99%	1.84%
6 Month	17.79%	15.3%
1 Year	-3.21%	-9.25%
3 Year	20.03%	21.15%
5 Year	27.13%	29.33%

SIP Return Analysis

Scheme Name	Sundaram Infrastructure Advantage Fund Regular Plan - Growth	HSBC Infrastructure Fund - Regular Growth
6 Month	3.56%	2.04%
1 Year	11.34%	4.71%
3 Year	19.14%	18.04%
5 Year	20.78%	21.96%

Rolling Lumpsum Returns

Scheme Name	Sundaram Infrastructure Advantage Fund Regular Plan - Growth	HSBC Infrastructure Fund - Regular Growth
1 Year	8.98%	8.59%
3 Year	11.23%	16.55%
5 Year	8.26%	12.58%

Risk Management

Scheme Name	Sundaram Infrastructure Advantage Fund Regular Plan - Growth	HSBC Infrastructure Fund - Regular Growth
Standard Deviation	15.77%	18.15%
Sharp	0.85%	0.80%
Beta	1.09%	1.16%
Alpha	4.88%	5.43%

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	7.21	5.52
Large Cap	55.56	52.85
Small Cap	21.5	31.6
Mid Cap	15.72	10.02

Sector Allocation

Scheme Name	Sundaram Infrastructure Advantage Fund Regular Plan - Growth	HSBC Infrastructure Fund - Regular Growth
Others	5.88	4.52
Energy	10.94	6.88
Industrials	38.35	49.8
Consumer Cyclical	7.56	1.68
Financial Services	3.88	4.31
Basic Materials	7.63	10.5
Communication Services	10.74	8.28
Utilities	11.75	8.19
Real Estate	2.59	2.37
Technology	0.7	3.46

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