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

Link copied to clipboard!

Invesco India Infrastructure Fund - Growth Option

Invest Now

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Invest Now

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)	₹1515 Cr	₹942 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

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month	1.61%	3.72%
6 Month	8.61%	11.17%
1 Year	-1.27%	3.28%
3 Year	24.79%	22.07%
5 Year	30.43%	27.88%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	-1.94%	-0.19%
1 Year	5.55%	9.62%
3 Year	17.86%	16.32%
5 Year	21.54%	18.99%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	8.23%	8.67%
3 Year	13.98%	11.31%
5 Year	13.23%	8.33%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	19.16%	15.60%
Sharp	0.94%	0.94%
Beta	1.25%	1.10%
Alpha	6.18%	4.41%

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

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	2.25	6.53
Small Cap	40.93	21.29
Large Cap	30.22	56.72
Mid Cap	26.6	15.47

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	0.69	5.23
Consumer Cyclical	9.43	7.92
Industrials	54.04	38.82
Healthcare	5.29	-
Energy	1.88	11.07
Basic Materials	10.28	7.4
Real Estate	4.89	2.24
Utilities	4.7	12.1
Communication Services	6.21	10.6
Technology	2.59	0.69
Financial Services	-	3.93