SBI Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
SBI Infrastructure Fund - Regular Plan - Growth
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4727 Cr | ₹947 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 06 Jul 2007 | 29 Sep 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Infrastructure TRI | NIFTY Infrastructure TRI |
| Turn Over | 43% | 31% |
| Expense Ratio | 1.88 | 2.4 |
| Manager | Pradeep Kesavan | Rohit Seksaria |
| ISIN Code | INF200K01CT2 | INF903J01F68 |
| Exits Load | SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 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 | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.65% | -2.1% |
| 6 Month | -5.48% | -2.59% |
| 1 Year | 0.47% | 5.59% |
| 3 Year | 20.43% | 20.85% |
| 5 Year | 21.96% | 21.03% |
SIP Return Analysis
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.59% | -2.39% |
| 1 Year | 0.57% | 5.35% |
| 3 Year | 9.81% | 12.78% |
| 5 Year | 16.66% | 16.7% |
Rolling Lumpsum Returns
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.56% | 8.16% |
| 3 Year | 11.71% | 11.55% |
| 5 Year | 11.22% | 8.5% |
Risk Management
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.05% | 15.40% |
| Sharp | 0.95% | 0.97% |
| Beta | 0.88% | 0.88% |
| Alpha | 0.31% | 0.93% |
Fund Managers
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rohit Seksaria |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 15 |
| SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.32 | 5.26 |
| Large Cap | 52.61 | 59.44 |
| Small Cap | 22.76 | 20.51 |
| Mid Cap | 15.31 | 14.79 |
Sector Allocation
| Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.8 | 4.78 |
| Energy | 15.13 | 12.18 |
| Industrials | 35.79 | 38.73 |
| Financial Services | 10.87 | 4.13 |
| Basic Materials | 12.9 | 6.23 |
| Consumer Cyclical | 1.93 | 7.06 |
| Real Estate | 2.67 | 2.15 |
| Utilities | 11.89 | 11.39 |
| Communication Services | 6.01 | 11.91 |
| Healthcare | - | 0.93 |
| Technology | - | 0.51 |
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