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Sundaram Infrastructure Advantage Fund Regular Plan vs Aditya Birla Sun Life Infrastructure Fund compare

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tortoise-icon Aditya Birla Sun Life Infrastructure Fund-Growth

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tortoise-icon 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 Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1140 Cr ₹961 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 17 Mar 2006 29 Sep 2005
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark Nifty Infrastructure TRI NIFTY Infrastructure TRI
Turn Over 48% 31%
Expense Ratio 2.26 2.4
Manager Dhaval Joshi Rohit Seksaria
ISIN Code INF209K01504 INF903J01F68
Exits Load Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth charges 1.0% 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 Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month -3.05% -2.31%
6 Month 1.92% 3.45%
1 Year -2.3% 1.98%
3 Year 20.42% 20.85%
5 Year 23.58% 23.29%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month -2.55% -0.49%
1 Year 5.11% 9.93%
3 Year 12.87% 15.84%
5 Year 18.02% 18.63%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 9.21% 8.32%
3 Year 13.34% 11.5%
5 Year 10.65% 8.47%

Risk Management

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 15.1% 14.05%
Sharp 0.96% 0.95%
Beta 0.88% 0.88%
Alpha 2.02% 1.24%

Fund Managers

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name Dhaval Joshi Rohit Seksaria
Total AUM ₹361932 Cr ₹0 Cr
Funds Managed 55 15
Aditya Birla Sun Life Infrastructure Fund-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 5.4 5.22
Large Cap 46.49 58.85
Small Cap 33.25 20.32
Mid Cap 14.86 15.61

Sector Allocation

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 2.28 4.62
Communication Services 6.99 11.63
Energy 5.47 11.86
Industrials 51.19 39.12
Financial Services 7.66 4.13
Real Estate 3.26 2.19
Consumer Cyclical 5.87 6.86
Utilities 4.57 11.42
Technology 1.47 1.09
Basic Materials 9.56 6.12
Healthcare 1.69 0.95

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