Sundaram Infrastructure Advantage Fund Regular Plan vs Tata Infrastructure Fund compare

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Tata Infrastructure Fund-Regular Plan- 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	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)	₹2069 Cr	₹961 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	2.06	2.4
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

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month	-3.03%	-2.97%
6 Month	-4.1%	1.69%
1 Year	-11.03%	0.28%
3 Year	16.72%	20.68%
5 Year	22.52%	23.06%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	-2.93%	0.49%
1 Year	3.03%	13.73%
3 Year	8.85%	16.32%
5 Year	15.51%	18.56%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	12.35%	8.4%
3 Year	12.94%	11.48%
5 Year	11.56%	8.44%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	13.62%	14.05%
Sharp	0.7%	0.95%
Beta	0.94%	0.88%
Alpha	-2.43%	1.24%

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
Funds Managed	3	15
	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	10.63	5.22
Large Cap	34.03	58.85
Mid Cap	18.48	15.61
Small Cap	36.86	20.32

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	4.38	4.62
Industrials	47.73	39.12
Basic Materials	15.23	6.12
Real Estate	8.06	2.19
Technology	0.78	1.09
Consumer Cyclical	5.04	6.86
Energy	1.17	11.86
Communication Services	1.75	11.63
Utilities	15.87	11.42
Financial Services	-	4.13
Healthcare	-	0.95