Compare Mutual Funds

Insights from Fund Comparison

• Both Sundaram Infrastructure Advantage Fund - Dir (G) and Sundaram Services Fund - Regular (G) are Sectoral / Thematic, Equity schemes. Sundaram Infrastructure Advantage Fund - Dir (G) is 13 yrs 3 m old and manages ₹963.88 Crs, whereas Sundaram Services Fund - Regular (G) is 7 yrs 7 m old with ₹4,613.83 Crs.
• Sundaram Infrastructure Advantage Fund - Dir (G) is older, but Sundaram Services Fund - Regular (G) is larger — suggesting that while Sundaram Infrastructure Advantage Fund - Dir (G) has more experience, Sundaram Services Fund - Regular (G) may be attracting recent investor interest.
• Sundaram Infrastructure Advantage Fund - Dir (G) has its top 3 sectors in Infrastructure Developers & Operators (12.13%), Power Generation & Distribution (11.39%), and Capital Goods - Electrical Equipment (11.09%), while Sundaram Services Fund - Regular (G) focuses on Banks (20.72%), Finance (13.75%), and IT - Software (8.87%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Sundaram Infrastructure Advantage Fund - Dir (G) holds Larsen & Toubro Ltd (9.32%), Bharti Airtel Ltd (8.09%), Reliance Industries Ltd (7.38%), NTPC LTD (5.31%), and TREPS (4.45%), whereas Sundaram Services Fund - Regular (G) holds Bharti Airtel Ltd (6.40%), HDFC Bank Ltd (6.32%), Axis Bank Ltd (5.42%), Reliance Industries Ltd (4.63%), and Zomato Ltd (4.23%).
• The funds share exposure to Bharti Airtel Ltd and Reliance Industries Ltd, which makes their performance partly correlated. However, the unique holdings like Larsen & Toubro Ltd in Sundaram Infrastructure Advantage Fund - Dir (G) and HDFC Bank Ltd in Sundaram Services Fund - Regular (G) can create divergence depending on how these stocks perform.
• In terms of risk profile, Sundaram Infrastructure Advantage Fund - Dir (G) has 95.28% equity and 0.00% debt, while Sundaram Services Fund - Regular (G) has 94.09% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Sundaram Infrastructure Advantage Fund - Dir (G) outperformed Sundaram Services Fund - Regular (G) in 3 Months, 6 Months, 3 Years, 5 Years (returns: -5.56%, -2.82%, 20.94%, 18.91% ) but underperformed in 1 Year (returns: 11.47%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.