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) | ₹8160 Cr | ₹961 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 | -3.01% | -2.97% |
| 6 Month | -0.88% | 1.69% |
| 1 Year | 0.59% | 0.28% |
| 3 Year | 23.42% | 20.68% |
| 5 Year | 29.75% | 23.06% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.9% | 0.49% |
| 1 Year | 9.75% | 13.73% |
| 3 Year | 18% | 16.32% |
| 5 Year | 24.12% | 18.56% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.51% | 8.32% |
| 3 Year | 12.65% | 11.5% |
| 5 Year | 11.61% | 8.47% |
Risk Management
| Scheme Name | ICICI Prudential Infrastructure Fund - Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.16% | 14.05% |
| Sharp | 1.24% | 0.95% |
| Beta | 0.85% | 0.88% |
| Alpha | 4.95% | 1.24% |
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 | 7.84 | 5.22 |
| Large Cap | 41.1 | 58.85 |
| Mid Cap | 22.91 | 15.61 |
| Small Cap | 28.14 | 20.32 |
Sector Allocation
| Scheme Name |
ICICI Prudential Infrastructure Fund - Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.98 | 4.62 |
| Energy | 9.18 | 11.86 |
| Basic Materials | 12.34 | 6.12 |
| Industrials | 40.39 | 39.12 |
| Financial Services | 14.64 | 4.13 |
| Real Estate | 3.73 | 2.19 |
| Consumer Cyclical | 2.03 | 6.86 |
| Communication Services | 1.47 | 11.63 |
| Utilities | 10.24 | 11.42 |
| Healthcare | - | 0.95 |
| Technology | - | 1.09 |
Top Comparisons
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.9%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns6.94%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns21.21%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns23.6%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.32%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns21.76%
ICICI Prudential Smallcap Fund - Growth
3Y Returns15.5%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns18.86%