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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) | ₹2141 Cr | ₹908 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 | 6.52% | 7.58% |
| 6 Month | -5.28% | 1.8% |
| 1 Year | -7.43% | 2.5% |
| 3 Year | 25.67% | 25.1% |
| 5 Year | 32.63% | 32.09% |
SIP Return Analysis
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.07% | 7.07% |
| 1 Year | -9.44% | 2.09% |
| 3 Year | 18.11% | 22.33% |
| 5 Year | 23.42% | 23.53% |
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 | 17.894% | 16.019% |
| Sharp | 0.641% | 0.676% |
| Beta | 1.106% | 1.019% |
| Alpha | 4.067% | 4.004% |
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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 |
| 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 | 4.63 | 5.78 |
| Large Cap | 31.98 | 54.82 |
| Mid Cap | 20.78 | 15.32 |
| Small Cap | 42.62 | 24.08 |
Sector Allocation
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.63 | 5.78 |
| Industrials | 50.51 | 41.33 |
| Basic Materials | 15.25 | 8.58 |
| Technology | 1.75 | 0.51 |
| Real Estate | 7.06 | 2.74 |
| Energy | 1.12 | 10.9 |
| Consumer Cyclical | 3.71 | 4.92 |
| Communication Services | 1.46 | 10.2 |
| Utilities | 14.51 | 10.5 |
| Financial Services | - | 4.53 |
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