Tata Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan 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) | ₹2136 Cr | ₹968 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.26% | -1.92% |
| 6 Month | -3.71% | 2.02% |
| 1 Year | -12.06% | 0.4% |
| 3 Year | 16.56% | 20.43% |
| 5 Year | 23.59% | 24.15% |
SIP Return Analysis
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.73% | 1.01% |
| 1 Year | 1.52% | 13.62% |
| 3 Year | 8.65% | 16.47% |
| 5 Year | 15.5% | 18.71% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.47% | 15.65% |
| Sharp | 0.65% | 0.90% |
| Beta | 0.94% | 0.89% |
| Alpha | -2.64% | 0.94% |
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 |
| Funds Managed | 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 | 2.67 | 4.49 |
| Large Cap | 31.36 | 58.65 |
| Mid Cap | 20.74 | 15.71 |
| Small Cap | 45.23 | 21.16 |
Sector Allocation
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.75 | 4.49 |
| Electrical Equipment | 11.08 | 11.11 |
| Industrial Products | 14.48 | 7.16 |
| Cement & Cement Products | 11.62 | 5.76 |
| Construction | 15.42 | 12.04 |
| Paper, Forest & Jute Products | 1.11 | - |
| Industrial Manufacturing | 3 | 2.01 |
| Realty | 7.06 | 2.41 |
| Consumer Durables | 2.11 | 2.43 |
| Aerospace & Defense | 1.19 | 2.97 |
| Agricultural Food & other Products | 1.13 | - |
| Auto Components | 4.16 | 5.36 |
| Telecom - Services | 1.54 | 11.28 |
| Chemicals & Petrochemicals | 1.77 | - |
| Power | 14.86 | 9.99 |
| Diversified | 1.13 | - |
| Transport Infrastructure | 4.48 | 1.5 |
| Transport Services | 2.11 | 3.33 |
| Petroleum Products | - | 9.95 |
| Banks | - | 3.96 |
| Gas | - | 1.27 |
| Oil | - | 1.45 |
| Healthcare Services | - | 0.99 |
| Ferrous Metals | - | 0.55 |
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