Aditya Birla Sun Life Infrastructure Fund vs SBI Infrastructure Fund compare

Aditya Birla Sun Life Infrastructure Fund vs SBI Infrastructure Fund compare

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SBI Infrastructure Fund - Regular Plan - Growth

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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	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)	₹4727 Cr	₹1113 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
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	1.88	2.26
Manager	Pradeep Kesavan	Dhaval Joshi
ISIN Code	INF200K01CT2	INF209K01504
Exits Load	SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% 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	SBI Infrastructure Fund - Regular Plan - Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Month	-2.42%	-1.33%
6 Month	-2.31%	-2.73%
1 Year	1.1%	7.38%
3 Year	21.19%	21.46%
5 Year	22.85%	22.74%

SIP Return Analysis

Scheme Name	SBI Infrastructure Fund - Regular Plan - Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month	1.21%	-0.42%
1 Year	6.6%	7.78%
3 Year	11.19%	11.66%
5 Year	17.47%	17.15%

Rolling Lumpsum Returns

Scheme Name	SBI Infrastructure Fund - Regular Plan - Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Year	8.53%	9.01%
3 Year	11.73%	13.42%
5 Year	11.24%	10.71%

Risk Management

Scheme Name	SBI Infrastructure Fund - Regular Plan - Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Standard Deviation	15.05%	16.41%
Sharp	0.95%	0.89%
Beta	0.88%	0.90%
Alpha	0.31%	0.43%

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
Funds Managed	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	9.32	6.31
Large Cap	52.61	45.39
Small Cap	22.76	32.65
Mid Cap	15.31	15.64

Sector Allocation

Scheme Name	SBI Infrastructure Fund - Regular Plan - Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	2.8	3.65
Energy	15.13	5.6
Industrials	35.79	49.73
Financial Services	10.87	7.18
Basic Materials	12.9	9.61
Consumer Cyclical	1.93	6.34
Real Estate	2.67	3.15
Utilities	11.89	5.04
Communication Services	6.01	7.2
Technology	-	1.03
Healthcare	-	1.48

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