Invesco India Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
Invesco India Infrastructure Fund - Growth Option
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
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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