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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) ₹2483 Cr ₹942 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 2.06 2.4
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 0.21% -0.2%
6 Month 11.23% 13.96%
1 Year -2.31% -3.71%
3 Year 28.33% 22.43%
5 Year 34.44% 27.12%

SIP Return Analysis

Scheme Name HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month 1.71% 1.58%
1 Year 12.09% 12.55%
3 Year 21.3% 18.1%
5 Year 25.77% 19.99%

Rolling Lumpsum Returns

Scheme Name HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 8.1% 8.67%
3 Year 9.64% 11.31%
5 Year 8.15% 8.33%

Risk Management

Scheme Name HDFC Infrastructure Fund - Growth Plan Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 16.04% 15.60%
Sharp 1.25% 0.94%
Beta 1.10% 1.10%
Alpha 9.76% 4.41%

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
Funds Managed 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 10.46 7.3
Large Cap 50.29 56.05
Small Cap 32.48 21.23
Mid Cap 6.78 15.42

Sector Allocation

Scheme Name

HDFC Infrastructure Fund - Growth Plan

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 8.17 5.95
Energy 6.33 10.89
Industrials 38.25 38.29
Basic Materials 10.14 7.6
Financial Services 20.27 3.87
Real Estate 2.29 2.41
Technology 1.62 0.71
Communication Services 3.68 10.79
Utilities 6.94 11.87
Consumer Cyclical 0.47 7.62
Healthcare 1.84 -

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