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

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Invesco India Infrastructure Fund - Growth Option

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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)	₹1524 Cr	₹935 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	2.45%	0.99%
6 Month	21.27%	17.79%
1 Year	-5.85%	-3.21%
3 Year	24.13%	20.03%
5 Year	30.04%	27.13%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	3.87%	3.56%
1 Year	10.42%	11.34%
3 Year	22.55%	19.14%
5 Year	24.4%	20.78%

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%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	19.27%	15.77%
Sharp	0.90%	0.85%
Beta	1.24%	1.09%
Alpha	7.50%	4.88%

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	2.02	7.21
Small Cap	39.58	21.5
Large Cap	27.78	55.56
Mid Cap	30.62	15.72

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	1.03	5.88
Consumer Cyclical	8.6	7.56
Industrials	55.46	38.35
Healthcare	3.71	-
Energy	2.3	10.94
Basic Materials	9.93	7.63
Real Estate	4.39	2.59
Utilities	5.32	11.75
Communication Services	6.36	10.74
Technology	2.91	0.7
Financial Services	-	3.88