Compare Mutual Funds

Insights from Fund Comparison

• Both Sundaram Infrastructure Advantage Fund (G) and UTI-Infrastructure Fund - Direct (IDCW) are Sectoral / Thematic, Equity schemes. Sundaram Infrastructure Advantage Fund (G) is 20 yrs 8 m old and manages ₹872.61 Crs, whereas UTI-Infrastructure Fund - Direct (IDCW) is 13 yrs 3 m old with ₹1,914.28 Crs.
• Sundaram Infrastructure Advantage Fund (G) is older, but UTI-Infrastructure Fund - Direct (IDCW) is larger — suggesting that while Sundaram Infrastructure Advantage Fund (G) has more experience, UTI-Infrastructure Fund - Direct (IDCW) may be attracting recent investor interest.
• Sundaram Infrastructure Advantage Fund (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-Infrastructure Fund - Direct (IDCW) focuses on Infrastructure Developers & Operators (13.99%), Telecom-Service (13.98%), and Refineries (8.68%).
• The funds share exposure to Infrastructure Developers & Operators, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Sundaram Infrastructure Advantage Fund (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-Infrastructure Fund - Direct (IDCW) holds BHARTI AIRTEL LTD. (13.98%), LARSEN & TOUBRO LTD. (10.51%), RELIANCE INDUSTRIES LTD. (7.57%), NTPC LTD. (5.92%), and ULTRATECH CEMENT LTD. (4.52%).
• Both funds share identical top holdings, meaning their performance will be very similar and primarily differ based on portfolio weight distribution.
• In terms of risk profile, Sundaram Infrastructure Advantage Fund (G) has 95.13% equity and 0.00% debt, while UTI-Infrastructure Fund - Direct (IDCW) has 96.98% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Sundaram Infrastructure Advantage Fund (G) outperformed UTI-Infrastructure Fund - Direct (IDCW) in 6 Months, 3 Years, 5 Years (returns: 5.44%, 24.44%, 21.16% ) but underperformed in 3 Months, 1 Year (returns: 10.83%, 15.73%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.