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)	₹1417 Cr	₹947 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	-8.54%	-6.8%
6 Month	-15.8%	-6.11%
1 Year	-8.74%	3.18%
3 Year	19.2%	19.27%
5 Year	21.29%	20.43%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	-11.8%	-5.91%
1 Year	-18.92%	-3.96%
3 Year	5.42%	10.12%
5 Year	14.3%	15.36%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	7.79%	8.16%
3 Year	14.98%	11.57%
5 Year	13.43%	8.5%

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	19.36%	15.40%
Sharp	0.85%	0.97%
Beta	1.02%	0.88%
Alpha	0.20%	0.93%

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	8.07	5.26
Small Cap	43.05	20.51
Large Cap	22.4	59.44
Mid Cap	26.47	14.79

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	3.07	4.78
Consumer Cyclical	8.09	7.06
Industrials	66.62	38.73
Energy	0.7	12.18
Basic Materials	6.83	6.23
Real Estate	3.92	2.15
Utilities	2.43	11.39
Communication Services	3.54	11.91
Healthcare	2.99	0.93
Technology	1.79	0.51
Financial Services	-	4.13