Aditya Birla Sun Life Infrastructure Fund vs SBI Infrastructure Fund compare

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tortoise-icon SBI Infrastructure Fund - Regular Plan - Growth

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tortoise-icon 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 SBI Infrastructure Fund - Regular Plan - Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Fund SBI Infrastructure Fund - Regular Plan - Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1801 Cr ₹870 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Jul 2007 17 Mar 2006
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark Nifty Infrastructure TRI Nifty Infrastructure TRI
Turn Over 43% 48%
Expense Ratio 2.16 2.42
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01CT2 INF209K01504
Exits Load Exit load of 0.50% if redeemed within 30 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Aditya Birla Sun Life Infrastructure Fund-Growth
1 Month 1.08% 1.8%
6 Month 22.85% 25.13%
1 Year 61.22% 54.81%
3 Year 32.07% 27.53%
5 Year 28.07% 26.52%

SIP Return Analysis

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month - -
1 Year 27% 26.32%
3 Year 72.06% 68.59%
5 Year 132.72% 130.89%

Rolling Lumpsum Returns

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Aditya Birla Sun Life Infrastructure Fund-Growth
1 Year 31.86% 32.44%
3 Year 94.27% 90.68%
5 Year 145.34% 139.09%

Risk Management

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Standard Deviation 11.75% 15.1%
Sharp 1.94% 1.4%
Beta 0.75% 0.84%
Alpha 8.73% 4.1%

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Fund Managers

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Fund Manage 43 55
SBI Infrastructure Fund - Regular Plan - Growth Aditya Birla Sun Life Infrastructure Fund-Growth

Market Cap

Scheme Name

SBI Infrastructure Fund - Regular Plan - Growth

Aditya Birla Sun Life Infrastructure Fund-Growth

Others 10.55 6.38
Large Cap 37.47 44.38
Small Cap 34.08 35.94
Mid Cap 17.9 13.28

Sector Allocation

Scheme Name

SBI Infrastructure Fund - Regular Plan - Growth

Aditya Birla Sun Life Infrastructure Fund-Growth

Others 7.17 6.09
Energy 15.91 12.66
Communication 6.25 5.52
Construction 13.63 25.44
Metals & Mining 13.2 7.06
Materials 12.16 5.02
Services 6.62 7.69
Financial 7.45 6.94
Capital Goods 8.87 21.34
Consumer Discretionary 4.22 -
Chemicals 2.4 -
Automobile 2.12 1.19
Healthcare - 1.03

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