Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon SBI Infrastructure Fund - Regular Plan - Growth

Invest Now

tortoise-icon 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 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) ₹4867 Cr ₹908 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 6.78% 8.46%
6 Month -3.31% -2.42%
1 Year 5.02% 5.74%
3 Year 27.66% 24.43%
5 Year 32% 31.93%

SIP Return Analysis

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month 0.11% 0.79%
1 Year -11.08% -8.96%
3 Year 19.38% 18.14%
5 Year 23.29% 21.18%

Rolling Lumpsum Returns

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 10.14% 10.21%
3 Year 10.73% 10.95%
5 Year 10.45% 8.03%

Risk Management

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 15.272% 16.019%
Sharp 0.935% 0.676%
Beta 0.976% 1.019%
Alpha 7.741% 4.004%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 8.67 5.78
Large Cap 36.17 54.82
Mid Cap 21.84 15.32
Small Cap 33.33 24.08

Sector Allocation

Scheme Name

SBI Infrastructure Fund - Regular Plan - Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 8.67 5.78
Energy 11.49 10.9
Financial Services 14.47 4.53
Basic Materials 12.74 8.58
Industrials 31.98 41.33
Consumer Cyclical 3.38 4.92
Communication Services 8.58 10.2
Utilities 5.52 10.5
Real Estate 3.19 2.74
Technology - 0.51

Top Comparisons

SBI Long Term Equity Fund - Regular Plan- Growth SBI Long Term Equity Fund - Regular Plan- Growth

3Y Returns28.28%

VS

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns19.46%

Compare Now

DSP Nifty Bank Index Fund - Regular (G) DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

VS

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.88%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.85%

Compare Now

Nippon India Credit Risk Fund  - Growth Plan Nippon India Credit Risk Fund - Growth Plan

3Y Returns7.93%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns7.68%

Compare Now
Add to Cart Successfully