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) | ₹5195 Cr | ₹982 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 | -3.87% | -1.2% |
6 Month | 3.48% | 11.93% |
1 Year | -9.44% | -2.97% |
3 Year | 24.42% | 24.48% |
5 Year | 27.91% | 28.9% |
SIP Return Analysis
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | 3.59% | 7.73% |
1 Year | -0.56% | 8.66% |
3 Year | 19.02% | 21.13% |
5 Year | 22.96% | 22.56% |
Rolling Lumpsum Returns
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Year | 9.79% | 9.43% |
3 Year | 11.07% | 11.11% |
5 Year | 10.73% | 8.16% |
Risk Management
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.95% | 16.09% |
Sharp | 1.37% | 1.23% |
Beta | 0.98% | 1.05% |
Alpha | 6.60% | 4.81% |
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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 | 8.01 | 6.36 |
Large Cap | 44.88 | 56.87 |
Mid Cap | 20.25 | 15.22 |
Small Cap | 26.86 | 21.55 |
Sector Allocation
Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 4.11 | 5.14 |
Energy | 12.52 | 11.64 |
Industrials | 30.2 | 38.77 |
Financial Services | 17.81 | 3.94 |
Basic Materials | 12.73 | 7.41 |
Consumer Cyclical | 3.01 | 7.47 |
Real Estate | 4.63 | 2.56 |
Communication Services | 8.46 | 11.39 |
Utilities | 6.53 | 11.68 |
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