Compare Mutual Funds

Insights from Fund Comparison

• Both Sundaram Infrastructure Advantage Fund - Dir (G) and UTI-Innovation Fund - Regular (IDCW) are Sectoral / Thematic, Equity schemes. Sundaram Infrastructure Advantage Fund - Dir (G) is 13 yrs 3 m old and manages ₹872.61 Crs, whereas UTI-Innovation Fund - Regular (IDCW) is 2 yrs 7 m old with ₹624.49 Crs.
• Sundaram Infrastructure Advantage Fund - Dir (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Sundaram Infrastructure Advantage Fund - Dir (G) has its top 3 sectors in Capital Goods - Electrical Equipment (12.24%), Power Generation & Distribution (12.05%), and Infrastructure Developers & Operators (11.08%), while UTI-Innovation Fund - Regular (IDCW) focuses on E-Commerce/App based Aggregator (37.74%), IT - Software (27.13%), and Aerospace & Defence (6.12%).
• 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 Bharti Airtel Ltd (8.48%), Larsen & Toubro Ltd (8.43%), Reliance Industries Ltd (7.85%), NTPC LTD (5.69%), and Ultratech Cement Ltd (3.45%), whereas UTI-Innovation Fund - Regular (IDCW) holds ETERNAL LIMITED (9.59%), INFO-EDGE (INDIA) LTD. (9.11%), AFFLE 3I LIMITED (6.41%), MTAR TECHNOLOGIES LTD (6.12%), and ONE 97 COMMUNICATIONS LTD (5.50%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Sundaram Infrastructure Advantage Fund - Dir (G) has 95.13% equity and 0.00% debt, while UTI-Innovation Fund - Regular (IDCW) has 96.90% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Sundaram Infrastructure Advantage Fund - Dir (G) outperformed UTI-Innovation Fund - Regular (IDCW) in 3 Months, 6 Months, 1 Year (returns: 10.15%, 5.12%, 17.38% ) but underperformed in 3 Years, 5 Years (returns: 24.25%, 21.30%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.