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Invesco India Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

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tortoise-icon Invesco India Infrastructure Fund - Growth Option

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tortoise-icon 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 Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1607 Cr ₹982 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 21 Nov 2007 29 Sep 2005
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark BSE India Infrastructure Index NIFTY Infrastructure TRI
Turn Over 55% 31%
Expense Ratio 2.08 2.4
Manager Amit Nigam Rohit Seksaria
ISIN Code INF205K01CD5 INF903J01F68
Exits Load Invesco India Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month -1.62% -1.82%
6 Month 6.83% 9.28%
1 Year -6.64% -3.86%
3 Year 27.24% 24.24%
5 Year 30.99% 28.82%

SIP Return Analysis

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month 9.89% 7.73%
1 Year 10% 8.66%
3 Year 25.8% 21.13%
5 Year 26.72% 22.56%

Rolling Lumpsum Returns

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 8.44% 8.98%
3 Year 13.65% 11.23%
5 Year 13.12% 8.26%

Risk Management

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 19.48% 16.09%
Sharp 1.22% 1.23%
Beta 1.20% 1.05%
Alpha 6.72% 4.81%

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Fund Managers

Scheme Name Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name Amit Nigam Rohit Seksaria
Total AUM ₹14602 Cr ₹0 Cr
Funds Managed 13 15
Invesco India Infrastructure Fund - Growth Option Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Market Cap

Scheme Name

Invesco India Infrastructure Fund - Growth Option

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 0.82 6.36
Small Cap 39.34 21.55
Large Cap 27.89 56.87
Mid Cap 31.95 15.22

Sector Allocation

Scheme Name

Invesco India Infrastructure Fund - Growth Option

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 0.59 5.14
Consumer Cyclical 8.28 7.47
Industrials 55.98 38.77
Healthcare 4.39 -
Energy 2.66 11.64
Basic Materials 9.28 7.41
Utilities 6.44 11.68
Communication Services 6.52 11.39
Real Estate 2.88 2.56
Technology 2.99 -
Financial Services - 3.94

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