Sundaram Infrastructure Advantage Fund Regular Plan vs HSBC Infrastructure Fund compare
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
HSBC Infrastructure Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Fund | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹908 Cr | ₹2306 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Sep 2005 | 27 Sep 2007 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Infrastructure TRI | NIFTY Infrastructure TRI |
Turn Over | 31% | 28% |
Expense Ratio | 2.4 | 2.02 |
Manager | Rohit Seksaria | Venugopal Manghat |
ISIN Code | INF903J01F68 | INF917K01536 |
Exits Load | Sundaram Infrastructure Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
1 Month | 2.8% | 1.77% |
6 Month | -5.8% | -9.14% |
1 Year | 1.49% | 1.34% |
3 Year | 20.01% | 23.03% |
5 Year | 29.89% | 31.29% |
SIP Return Analysis
Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
6 Month | 0.1% | -1.67% |
1 Year | -10.12% | -15.27% |
3 Year | 19.28% | 20.42% |
5 Year | 22.18% | 24.37% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
1 Year | 10.21% | 9.29% |
3 Year | 10.95% | 16.25% |
5 Year | 8.03% | 11.59% |
Risk Management
Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Standard Deviation | 16.019% | 17.92% |
Sharp | 0.676% | 0.708% |
Beta | 1.019% | 1.065% |
Alpha | 4.004% | 5.546% |
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Fund Managers
Scheme Name | Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Name | Rohit Seksaria | Venugopal Manghat |
Total AUM | ₹0 Cr | ₹41442 Cr |
Funds Managed | 15 | 7 |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
Market Cap
Scheme Name |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Others | 5.78 | 2.66 |
Large Cap | 54.82 | 50.38 |
Small Cap | 24.08 | 33.79 |
Mid Cap | 15.32 | 13.17 |
Sector Allocation
Scheme Name |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Others | 5.78 | 1.82 |
Energy | 10.9 | 9.02 |
Industrials | 41.33 | 48.78 |
Consumer Cyclical | 4.92 | 1.75 |
Technology | 0.51 | 3.77 |
Financial Services | 4.53 | 4.34 |
Basic Materials | 8.58 | 11.8 |
Communication Services | 10.2 | 8.19 |
Utilities | 10.5 | 7.78 |
Real Estate | 2.74 | 2.75 |
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