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)	₹1527 Cr	₹968 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	-4.02%	-1.18%
6 Month	-8.75%	-0.04%
1 Year	-11.51%	-1.46%
3 Year	21.43%	20.21%
5 Year	24.72%	23.47%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	-5.35%	1.01%
1 Year	-1.37%	13.62%
3 Year	13.49%	16.47%
5 Year	18.76%	18.71%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	8%	8.4%
3 Year	14.76%	11.48%
5 Year	13.33%	8.44%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	14.54%	14.05%
Sharp	0.87%	0.95%
Beta	1.01%	0.88%
Alpha	1.32%	1.24%

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	4.83	5.08
Small Cap	38.86	21.15
Large Cap	30.38	58
Mid Cap	25.93	15.77

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	1.12	4.49
Consumer Cyclical	9.44	7.15
Industrials	55.7	38.93
Healthcare	5.08	0.99
Energy	1.61	11.4
Basic Materials	10.06	6.31
Real Estate	5.28	2.41
Utilities	3.52	11.85
Communication Services	6.05	11.28
Technology	2.13	1.23
Financial Services	-	3.95