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)	₹2227 Cr	₹952 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	1.17%	1.97%
6 Month	0.05%	4.27%
1 Year	-13.6%	-2.03%
3 Year	25.65%	27.4%
5 Year	30.55%	28.95%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	11.43%	13.21%
1 Year	3.1%	14.82%
3 Year	18.55%	23.33%
5 Year	23.31%	23.87%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	13.14%	9.43%
3 Year	12.22%	11.11%
5 Year	11.24%	8.16%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	18.17%	16.09%
Sharp	1.07%	1.23%
Beta	1.16%	1.05%
Alpha	2.94%	4.81%

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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	8	5.41
Large Cap	31.8	57.85
Mid Cap	19.16	15.75
Small Cap	41.04	20.99

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	5.44	5.41
Industrials	47.62	39.37
Basic Materials	16	7.65
Technology	0.78	-
Real Estate	7.7	2.6
Energy	1.28	11.45
Consumer Cyclical	4.08	6.15
Communication Services	1.66	11.28
Utilities	15.45	10.86
Financial Services	-	5.23