Sundaram Infrastructure Advantage Fund Regular Plan vs Tata Infrastructure Fund compare
Tata Infrastructure Fund-Regular Plan- Growth Option
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Fund | Tata Infrastructure Fund-Regular Plan- Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2451 Cr | ₹1000 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Dec 2004 | 29 Sep 2005 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Infrastructure Index | NIFTY Infrastructure TRI |
Turn Over | 20.89% | 31% |
Expense Ratio | 2.04 | 2.36 |
Manager | Abhinav Sharma | Rohit Seksaria |
ISIN Code | INF277K01782 | INF903J01F68 |
Exits Load | Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 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 | Tata Infrastructure Fund-Regular Plan- Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Month | -8.37% | -7.95% |
6 Month | -21.74% | -13.82% |
1 Year | -2.15% | 3.94% |
3 Year | 18.6% | 17.31% |
5 Year | 21.97% | 19.88% |
SIP Return Analysis
Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -20.47% | -10.64% |
3 Year | 18.22% | 19.82% |
5 Year | 24.61% | 23.26% |
Rolling Lumpsum Returns
Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.88% | 10.21% |
3 Year | 11.89% | 10.95% |
5 Year | 11.08% | 8.03% |
Risk Management
Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.62% | 14.05% |
Sharp | 1.84% | 1.43% |
Beta | 0.49% | 0.84% |
Alpha | 8.79% | 2.27% |
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Fund Managers
Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Name | Abhinav Sharma | Rohit Seksaria |
Total AUM | ₹5613 Cr | ₹0 Cr |
Fund Manage | 3 | 15 |
Tata Infrastructure Fund-Regular Plan- Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 3.69 | 5.52 |
Small Cap | 40.3 | 27.09 |
Large Cap | 31.47 | 51.62 |
Mid Cap | 24.54 | 16.3 |
Sector Allocation
Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 3.69 | 5.52 |
Cement & Cement Products | 13.1 | 6.83 |
Realty | 7.78 | 2.61 |
Electrical Equipment | 13.03 | 13.05 |
Industrial Products | 12.82 | 11.92 |
Construction | 13.11 | 13.2 |
Paper, Forest & Jute Products | 1.42 | - |
Industrial Manufacturing | 3.15 | 0.96 |
Petroleum Products | 1.04 | 7.25 |
Aerospace & Defense | 0.92 | 1.85 |
Auto Components | 3.07 | 3.29 |
Telecom - Services | 1.26 | 9.09 |
Consumer Durables | 1.06 | 2.58 |
Power | 14.09 | 9.54 |
Transport Services | 3.07 | 2.87 |
Diversified | 1.2 | - |
Chemicals & Petrochemicals | 0.93 | - |
Transport Infrastructure | 4.46 | 1.17 |
Gas | 0.8 | 1.2 |
Finance | - | 0.97 |
Banks | - | 3.34 |
Oil | - | 1.41 |
Consumable Fuels | - | 1.02 |
Ferrous Metals | - | 0.86 |
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