Aditya Birla Sun Life Infrastructure Fund vs HDFC Infrastructure Fund compare

Aditya Birla Sun Life Infrastructure Fund vs HDFC Infrastructure Fund compare

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HDFC Infrastructure Fund - Growth Plan

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Aditya Birla Sun Life Infrastructure Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Aditya Birla Sun Life Infrastructure Fund-Growth
Fund	HDFC Infrastructure Fund - Growth Plan	Aditya Birla Sun Life Infrastructure Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2514 Cr	₹1140 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	10 Mar 2008	17 Mar 2006
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	Nifty Infrastructure TRI
Turn Over	11.39%	48%
Expense Ratio	2.06	2.26
Manager	Dhruv Muchhal	Dhaval Joshi
ISIN Code	INF179K01GF8	INF209K01504
Exits Load	HDFC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Month	-0.35%	-1.6%
6 Month	-3.57%	-4.62%
1 Year	4.75%	2.68%
3 Year	24.76%	19.99%
5 Year	25.81%	21.58%

SIP Return Analysis

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month	-2.45%	-3.13%
1 Year	2.89%	2.92%
3 Year	14.12%	10.5%
5 Year	21.27%	16.38%

Rolling Lumpsum Returns

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Year	7.34%	9.06%
3 Year	10.12%	13.41%
5 Year	8.54%	10.69%

Risk Management

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Aditya Birla Sun Life Infrastructure Fund-Growth
Standard Deviation	16.02%	15.1%
Sharp	1.12%	0.94%
Beta	0.89%	0.9%
Alpha	3.42%	0.59%

Fund Managers

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Aditya Birla Sun Life Infrastructure Fund-Growth
Name	Dhruv Muchhal	Dhaval Joshi
Total AUM	₹520687 Cr	₹361932 Cr
Funds Managed	40	55
	HDFC Infrastructure Fund - Growth Plan	Aditya Birla Sun Life Infrastructure Fund-Growth

Market Cap

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	7.47	6.31
Large Cap	53.85	45.39
Mid Cap	6.53	15.64
Small Cap	32.15	32.65

Sector Allocation

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	4.88	3.65
Energy	7.36	5.6
Basic Materials	10.17	9.61
Industrials	39.43	49.73
Financial Services	20.52	7.18
Real Estate	2.59	3.15
Technology	1.41	1.03
Communication Services	4.29	7.2
Utilities	6.95	5.04
Consumer Cyclical	0.69	6.34
Healthcare	1.72	1.48

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