ICICI Prudential Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
ICICI Prudential Infrastructure Fund - Growth
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Fund | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8134 Cr | ₹947 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Aug 2005 | 29 Sep 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | NIFTY Infrastructure TRI |
| Turn Over | 34% | 31% |
| Expense Ratio | 1.86 | 2.4 |
| Manager | Sharmila D'mello | Rohit Seksaria |
| ISIN Code | INF109K01AV5 | INF903J01F68 |
| Exits Load | ICICI Prudential Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 15 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 | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | - | -2.1% |
| 6 Month | -2.92% | -2.59% |
| 1 Year | 7.79% | 5.59% |
| 3 Year | 24.35% | 20.85% |
| 5 Year | 28.27% | 21.03% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.4% | -2.39% |
| 1 Year | 5.15% | 5.35% |
| 3 Year | 15.57% | 12.78% |
| 5 Year | 22.71% | 16.7% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.38% | 8.16% |
| 3 Year | 12.73% | 11.57% |
| 5 Year | 11.64% | 8.5% |
Risk Management
| Scheme Name | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.16% | 14.05% |
| Sharp | 1.23% | 1.02% |
| Beta | 0.87% | 0.88% |
| Alpha | 3.73% | 1.19% |
Fund Managers
| Scheme Name | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Name | Sharmila D'mello | Rohit Seksaria |
| Total AUM | ₹354743 Cr | ₹0 Cr |
| Funds Managed | 35 | 15 |
| ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Infrastructure Fund - Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.49 | 5.26 |
| Large Cap | 41.51 | 59.44 |
| Mid Cap | 23.77 | 14.79 |
| Small Cap | 29.23 | 20.51 |
Sector Allocation
| Scheme Name |
ICICI Prudential Infrastructure Fund - Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.47 | 4.78 |
| Energy | 8.12 | 12.18 |
| Basic Materials | 11.19 | 6.23 |
| Industrials | 46.72 | 38.73 |
| Financial Services | 13.08 | 4.13 |
| Real Estate | 4.42 | 2.15 |
| Consumer Cyclical | 1.99 | 7.06 |
| Communication Services | 0.86 | 11.91 |
| Utilities | 10.14 | 11.39 |
| Healthcare | - | 0.93 |
| Technology | - | 0.51 |
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