Sundaram Infrastructure Advantage Fund Regular Plan vs LIC MF Infrastructure Fund compare
LIC MF Infrastructure Fund-Growth
LIC MF Infrastructure Fund-Regular Plan-Growth
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
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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