Sundaram Infrastructure Advantage Fund Regular Plan vs Invesco India Infrastructure Fund compare

Link copied to clipboard!

Invesco India Infrastructure Fund - Growth Option

Invest Now

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1569 Cr	₹962 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	21 Nov 2007	29 Sep 2005
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	BSE India Infrastructure Index	NIFTY Infrastructure TRI
Turn Over	55%	31%
Expense Ratio	2.08	2.4
Manager	Amit Nigam	Rohit Seksaria
ISIN Code	INF205K01CD5	INF903J01F68
Exits Load	Invesco India Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 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

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month	-2.85%	-1.84%
6 Month	16.7%	16.95%
1 Year	-3.19%	-0.24%
3 Year	25.64%	22%
5 Year	29.55%	27.43%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	4.29%	4.99%
1 Year	3.35%	7.03%
3 Year	21.97%	19.17%
5 Year	24.39%	21.12%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	8.44%	8.98%
3 Year	13.65%	11.23%
5 Year	13.12%	8.26%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	19.11%	15.91%
Sharp	1.03%	1.05%
Beta	1.22%	1.10%
Alpha	7.39%	5.65%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name	Amit Nigam	Rohit Seksaria
Total AUM	₹14602 Cr	₹0 Cr
Funds Managed	13	15
	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	2.02	7.21
Small Cap	39.58	21.5
Large Cap	27.78	55.56
Mid Cap	30.62	15.72

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	1.03	5.88
Consumer Cyclical	8.6	7.56
Industrials	55.46	38.35
Healthcare	3.71	-
Energy	2.3	10.94
Basic Materials	9.93	7.63
Real Estate	4.39	2.59
Utilities	5.32	11.75
Communication Services	6.36	10.74
Technology	2.91	0.7
Financial Services	-	3.88