Sundaram Infrastructure Advantage Fund Regular Plan vs ICICI Prudential Infrastructure Fund compare
ICICI Prudential Infrastructure Fund - Growth
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Fund | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7863 Cr | ₹942 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Aug 2005 | 29 Sep 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | NIFTY Infrastructure TRI |
| Turn Over | 34% | 31% |
| Expense Ratio | 1.86 | 2.4 |
| Manager | Sharmila D'mello | Rohit Seksaria |
| ISIN Code | INF109K01AV5 | INF903J01F68 |
| Exits Load | ICICI Prudential Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 15 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 | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.29% | 3.72% |
| 6 Month | 11.52% | 11.17% |
| 1 Year | 4.96% | 3.28% |
| 3 Year | 27.71% | 22.07% |
| 5 Year | 37.6% | 27.88% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.67% | 0.17% |
| 1 Year | 11.34% | 10.57% |
| 3 Year | 20.05% | 16.71% |
| 5 Year | 25.89% | 19.16% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.02% | 8.67% |
| 3 Year | 12.37% | 11.31% |
| 5 Year | 11.5% | 8.33% |
Risk Management
| Scheme Name | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.54% | 15.61% |
| Sharp | 1.32% | 0.95% |
| Beta | 0.85% | 0.88% |
| Alpha | 5.82% | 0.93% |
Fund Managers
| Scheme Name | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Name | Sharmila D'mello | Rohit Seksaria |
| Total AUM | ₹354743 Cr | ₹0 Cr |
| Funds Managed | 35 | 15 |
| ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Infrastructure Fund - Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.07 | 6.53 |
| Large Cap | 43.46 | 56.72 |
| Mid Cap | 19.76 | 15.47 |
| Small Cap | 28.72 | 21.29 |
Sector Allocation
| Scheme Name |
ICICI Prudential Infrastructure Fund - Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.43 | 5.23 |
| Energy | 9.47 | 11.07 |
| Basic Materials | 15.25 | 7.4 |
| Industrials | 36.47 | 38.82 |
| Financial Services | 14.68 | 3.93 |
| Real Estate | 2.93 | 2.24 |
| Consumer Cyclical | 1.84 | 7.92 |
| Communication Services | 1.67 | 10.6 |
| Utilities | 10.24 | 12.1 |
| Technology | - | 0.69 |
Top Comparisons
ICICI Prudential Exports & Services Fund - Growth
3Y Returns20.15%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns23.4%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns13.58%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns18.26%
Kotak Money Market Fund - (Growth)
3Y Returns7.53%
Kotak Money Market Fund - (Growth)
3Y Returns7.53%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns22.31%
Quant Focused Fund-Growth
3Y Returns14.61%