Sundaram Infrastructure Advantage Fund Regular Plan vs HDFC Infrastructure Fund compare

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tortoise-icon HDFC Infrastructure Fund - Growth Plan

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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 HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2516 Cr ₹1000 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 10 Mar 2008 29 Sep 2005
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY Infrastructure TRI
Turn Over 11.39% 31%
Expense Ratio 2.05 2.36
Manager Dhruv Muchhal Rohit Seksaria
ISIN Code INF179K01GF8 INF903J01F68
Exits Load HDFC Infrastructure Fund - 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 HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month -7.42% -7.14%
6 Month -11.06% -9.59%
1 Year 12.88% 13.51%
3 Year 28.4% 18.93%
5 Year 22.49% 21%

SIP Return Analysis

Scheme Name HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - -
1 Year -1.54% -0.13%
3 Year 31.42% 24.09%
5 Year 32.63% 25.95%

Rolling Lumpsum Returns

Scheme Name HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 9.25% 9.73%
3 Year 8.76% 10.84%
5 Year 6.76% 7.89%

Risk Management

Scheme Name HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 16.02% 14.05%
Sharp 1.66% 1.43%
Beta 0.97% 0.84%
Alpha 13.44% 2.27%

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Fund Managers

Scheme Name HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name Dhruv Muchhal Rohit Seksaria
Total AUM ₹520687 Cr ₹0 Cr
Fund Manage 40 15
HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Market Cap

Scheme Name

HDFC Infrastructure Fund - Growth Plan

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 4.06 5.52
Large Cap 46.33 51.62
Small Cap 41.3 27.09
Mid Cap 8.31 16.3

Sector Allocation

Scheme Name

HDFC Infrastructure Fund - Growth Plan

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 4.06 5.52
Petroleum Products 3.64 7.25
Industrial Manufacturing 4.97 0.96
Cement & Cement Products 4.77 6.83
Construction 22.47 13.2
Non - Ferrous Metals 0.95 -
Banks 16.27 3.34
Realty 1.96 2.61
Agricultural, Commercial & Construction Vehicles 0.74 -
Aerospace & Defense 1.92 1.85
Electrical Equipment 4.53 13.05
Transport Services 5.57 2.87
Ferrous Metals 1.18 0.86
Fertilizers & Agrochemicals 1.95 -
Consumer Durables 0.68 2.58
Paper, Forest & Jute Products 0.5 -
Industrial Products 2.37 11.92
Finance 3.79 0.97
Gas 3.17 1.2
Telecom - Services 2.56 9.09
Healthcare Services 1.67 -
Transport Infrastructure 1.39 1.17
Consumable Fuels 3.05 1.02
Power 4.4 9.54
Chemicals & Petrochemicals 1.44 -
Auto Components - 3.29
Oil - 1.41

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