Compare Mutual Funds

Insights from Fund Comparison

• Both UTI-Infrastructure Fund - Direct (G) and Sundaram Infrastructure Advantage Fund (IDCW) are Sectoral / Thematic, Equity schemes. UTI-Infrastructure Fund - Direct (G) is 13 yrs 3 m old and manages ₹2,159.73 Crs, whereas Sundaram Infrastructure Advantage Fund (IDCW) is 12 yrs 0 m old with ₹963.88 Crs.
• UTI-Infrastructure Fund - Direct (G) is therefore older and larger, which may indicate more experience and investor confidence.
• UTI-Infrastructure Fund - Direct (G) has its top 3 sectors in Infrastructure Developers & Operators (13.99%), Telecom-Service (13.98%), and Refineries (8.68%), while Sundaram Infrastructure Advantage Fund (IDCW) focuses on Infrastructure Developers & Operators (12.13%), Power Generation & Distribution (11.39%), and Capital Goods - Electrical Equipment (11.09%).
• 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.
• UTI-Infrastructure Fund - Direct (G) 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%), whereas Sundaram Infrastructure Advantage Fund (IDCW) holds Larsen & Toubro Ltd (9.32%), Bharti Airtel Ltd (8.09%), Reliance Industries Ltd (7.38%), NTPC LTD (5.31%), and TREPS (4.45%).
• The funds share exposure to BHARTI AIRTEL LTD. and LARSEN & TOUBRO LTD., which makes their performance partly correlated. However, the unique holdings like ULTRATECH CEMENT LTD. in UTI-Infrastructure Fund - Direct (G) and TREPS in Sundaram Infrastructure Advantage Fund (IDCW) can create divergence depending on how these stocks perform.
• In terms of risk profile, UTI-Infrastructure Fund - Direct (G) has 96.98% equity and 0.00% debt, while Sundaram Infrastructure Advantage Fund (IDCW) has 95.28% equity and 0.00% debt.
• Risk profile is similar for both funds.
• UTI-Infrastructure Fund - Direct (G) showed short-term strength over 6 Months (returns: -6.14%), outperforming Sundaram Infrastructure Advantage Fund (IDCW) by 3.2%. However, other periods (3 Months, 1 Year, 3 Years, 5 Years, returns: -10.05%, -0.84%, 16.90%, 14.80% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.