Tata Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

Link copied to clipboard!

Tata Infrastructure Fund-Regular Plan- Growth Option

Invest Now

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Invest Now

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)	₹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

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%

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%

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	17.47%	15.65%
Sharp	0.65%	0.90%
Beta	0.94%	0.89%
Alpha	-2.64%	0.94%

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	2.67	4.49
Large Cap	31.36	58.65
Mid Cap	20.74	15.71
Small Cap	45.23	21.16

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