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

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Invesco India Infrastructure Fund - Growth Option

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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	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)	₹1515 Cr	₹942 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	-1.47%	-0.2%
6 Month	14.59%	13.96%
1 Year	-7.13%	-3.71%
3 Year	26.25%	22.43%
5 Year	30.63%	27.12%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	1.2%	1.58%
1 Year	10.46%	12.55%
3 Year	20.58%	18.1%
5 Year	23.15%	19.99%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	8.23%	8.67%
3 Year	13.98%	11.31%
5 Year	13.23%	8.33%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	19.16%	15.60%
Sharp	0.94%	0.94%
Beta	1.25%	1.10%
Alpha	6.18%	4.41%

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	1.54	7.3
Small Cap	39.72	21.23
Large Cap	29.5	56.05
Mid Cap	29.24	15.42

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	0.21	5.95
Consumer Cyclical	8.42	7.62
Industrials	55.7	38.29
Healthcare	5.03	-
Energy	1.8	10.89
Basic Materials	9.88	7.6
Real Estate	4.77	2.41
Utilities	5.01	11.87
Communication Services	6.21	10.79
Technology	2.97	0.71
Financial Services	-	3.87