Tata Infrastructure Fund vs Sundaram Infrastructure Advantage Fund Regular Plan 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)	₹2287 Cr	₹982 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	-1.09%	-1.2%
6 Month	8.03%	11.93%
1 Year	-14.79%	-2.97%
3 Year	22.38%	24.48%
5 Year	30.47%	28.9%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	7.95%	7.73%
1 Year	2.03%	8.66%
3 Year	17.33%	21.13%
5 Year	22.39%	22.56%

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	6.36
Large Cap	31.8	56.87
Mid Cap	19.16	15.22
Small Cap	41.04	21.55

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	5.44	5.14
Industrials	47.62	38.77
Basic Materials	16	7.41
Technology	0.78	-
Real Estate	7.7	2.56
Energy	1.28	11.64
Consumer Cyclical	4.08	7.47
Communication Services	1.66	11.39
Utilities	15.45	11.68
Financial Services	-	3.94