LIC MF Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
LIC MF Infrastructure Fund-Growth
LIC MF Infrastructure Fund-Regular Plan-Growth
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|---|
Fund | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1053 Cr | ₹1053 Cr | ₹982 Cr |
Min Investment | ₹5000 | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
Min Addl Investment | ₹500 | ₹500 | ₹100 |
Launch Date | 24 Mar 2008 | 24 Mar 2008 | 29 Sep 2005 |
Category | Infrastructure | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | Nifty Infrastructure TRI | Nifty Infrastructure TRI | NIFTY Infrastructure TRI |
Turn Over | % | 51% | 31% |
Expense Ratio | 2.2 | 2.2 | 2.4 |
Manager | Yogesh Patil | Yogesh Patil | Rohit Seksaria |
ISIN Code | INF767K01501 | INF767K01501 | INF903J01F68 |
Exits Load | LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|---|
1 Month | -1.67% | -1.67% | -1.2% |
6 Month | 11.26% | 11.26% | 11.93% |
1 Year | -4.84% | -4.84% | -2.97% |
3 Year | 29.65% | 29.65% | 24.48% |
5 Year | 32.36% | 32.36% | 28.9% |
SIP Return Analysis
Scheme Name | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|---|
6 Month | 10.67% | 10.67% | 7.73% |
1 Year | 10.24% | 10.24% | 8.66% |
3 Year | 29.17% | 29.17% | 21.13% |
5 Year | 28.86% | 28.86% | 22.56% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|---|
1 Year | 10.05% | 10.05% | 9.43% |
3 Year | 10.22% | 10.22% | 11.11% |
5 Year | 9.74% | 9.74% | 8.16% |
Risk Management
Scheme Name | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 19.98% | 19.98% | 16.09% |
Sharp | 1.26% | 1.26% | 1.23% |
Beta | 1.15% | 1.15% | 1.05% |
Alpha | 8.84% | 8.84% | 4.81% |
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Fund Managers
Scheme Name | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|---|
Name | Yogesh Patil | Yogesh Patil | Rohit Seksaria |
Total AUM | ₹5898 Cr | ₹5898 Cr | ₹0 Cr |
Funds Managed | 7 | 7 | 15 |
LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
Scheme Name |
LIC MF Infrastructure Fund-Growth |
LIC MF Infrastructure Fund-Regular Plan-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|---|
Others | 12.09 | 12.09 | 6.36 |
Large Cap | 23.02 | 23.02 | 56.87 |
Mid Cap | 19.22 | 19.22 | 15.22 |
Small Cap | 45.67 | 45.67 | 21.55 |
Sector Allocation
Scheme Name |
LIC MF Infrastructure Fund-Growth |
LIC MF Infrastructure Fund-Regular Plan-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|---|
Others | 10.28 | 10.28 | 5.14 |
Industrials | 48.17 | 48.17 | 38.77 |
Financial Services | 6.64 | 6.64 | 3.94 |
Energy | 0.91 | 0.91 | 11.64 |
Basic Materials | 9.22 | 9.22 | 7.41 |
Utilities | 6.09 | 6.09 | 11.68 |
Technology | 4.23 | 4.23 | - |
Real Estate | 3.53 | 3.53 | 2.56 |
Consumer Cyclical | 5.19 | 5.19 | 7.47 |
Communication Services | 2.53 | 2.53 | 11.39 |
Healthcare | 3.22 | 3.22 | - |
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