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Sundaram Infrastructure Advantage Fund Regular Plan vs LIC MF Infrastructure Fund compare

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tortoise-icon LIC MF Infrastructure Fund-Growth

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tortoise-icon LIC MF Infrastructure Fund-Regular Plan-Growth

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tortoise-icon 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 LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹995 Cr ₹995 Cr ₹935 Cr
Min Investment ₹5000 ₹5000 ₹100
Min SIP Invesment ₹1000 ₹1000 ₹100
Min Addl Investment ₹500 ₹500 ₹100
Launch Date 24 Mar 2008 24 Mar 2008 29 Sep 2005
Category Infrastructure Infrastructure Infrastructure
Fund Type Open Ended Open Ended Open Ended
Benchmark Nifty Infrastructure TRI Nifty Infrastructure TRI NIFTY Infrastructure TRI
Turn Over % 51% 31%
Expense Ratio 2.2 2.2 2.4
Manager Yogesh Patil Yogesh Patil Rohit Seksaria
ISIN Code INF767K01501 INF767K01501 INF903J01F68
Exits Load LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month 3.44% 3.44% 0.99%
6 Month 21.06% 21.06% 17.79%
1 Year -3.92% -3.92% -3.21%
3 Year 26.12% 26.12% 20.03%
5 Year 31.6% 31.6% 27.13%

SIP Return Analysis

Scheme Name LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month 5.33% 5.33% 3.56%
1 Year 12.12% 12.12% 11.34%
3 Year 26.42% 26.42% 19.14%
5 Year 26.66% 26.66% 20.78%

Rolling Lumpsum Returns

Scheme Name LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year 9.78% 9.78% 8.98%
3 Year 10.41% 10.41% 11.23%
5 Year 9.84% 9.84% 8.26%

Risk Management

Scheme Name LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 20.17% 20.17% 15.77%
Sharp 0.92% 0.92% 0.85%
Beta 1.23% 1.23% 1.09%
Alpha 8.81% 8.81% 4.88%

Fund Managers

Scheme Name LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name Yogesh Patil Yogesh Patil Rohit Seksaria
Total AUM ₹5898 Cr ₹5898 Cr ₹0 Cr
Funds Managed 7 7 15
LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Market Cap

Scheme Name

LIC MF Infrastructure Fund-Growth

LIC MF Infrastructure Fund-Regular Plan-Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 7.24 7.24 7.21
Large Cap 25.01 25.01 55.56
Mid Cap 20.27 20.27 15.72
Small Cap 47.48 47.48 21.5

Sector Allocation

Scheme Name

LIC MF Infrastructure Fund-Growth

LIC MF Infrastructure Fund-Regular Plan-Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 4.87 4.87 5.88
Industrials 49.62 49.62 38.35
Financial Services 8.16 8.16 3.88
Energy 0.92 0.92 10.94
Basic Materials 8.63 8.63 7.63
Utilities 6.68 6.68 11.75
Technology 4.17 4.17 0.7
Real Estate 3.65 3.65 2.59
Consumer Cyclical 6.96 6.96 7.56
Communication Services 2.48 2.48 10.74
Healthcare 3.87 3.87 -

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