Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Infrastructure Fund vs SBI Infrastructure Fund compare

Link copied to clipboard!

tortoise-icon SBI Infrastructure Fund - Regular Plan - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Infrastructure Fund-Growth

Invest Now

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) ₹4836 Cr ₹1120 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 0.43% 1.4%
6 Month 10.57% 18.52%
1 Year -11.74% -5.53%
3 Year 20.31% 22.13%
5 Year 26.45% 29.34%

SIP Return Analysis

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month -0.85% 4.06%
1 Year -0.63% 10.75%
3 Year 15.36% 18.39%
5 Year 20.31% 21.52%

Rolling Lumpsum Returns

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Aditya Birla Sun Life Infrastructure Fund-Growth
1 Year 9.43% 9.84%
3 Year 11.31% 12.78%
5 Year 10.98% 10.27%

Risk Management

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Standard Deviation 15.10% 16.40%
Sharp 0.91% 0.94%
Beta 1.04% 1.08%
Alpha 5.48% 6.85%

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 8.77 7.76
Large Cap 47.76 41.36
Mid Cap 19.17 15.72
Small Cap 24.29 35.16

Sector Allocation

Scheme Name

SBI Infrastructure Fund - Regular Plan - Growth

Aditya Birla Sun Life Infrastructure Fund-Growth

Others 5.19 5.45
Energy 12.3 4.9
Industrials 33.05 50.95
Financial Services 16.97 5.57
Basic Materials 12.15 11.02
Consumer Cyclical 3.2 5.11
Real Estate 2.8 3.28
Communication Services 8.12 6.3
Utilities 6.22 5.11
Technology - 1.05
Healthcare - 1.25

Top Comparisons

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns17.68%

VS

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns21.04%

Compare Now

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns7.43%

VS

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns7.31%

Compare Now

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns26.19%

VS

UTI Healthcare Fund - Regular Plan - Growth Option UTI Healthcare Fund - Regular Plan - Growth Option

3Y Returns25.64%

Compare Now

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns18.46%

VS

Axis Flexi Cap Fund - Regular Plan - Growth Axis Flexi Cap Fund - Regular Plan - Growth

3Y Returns13.43%

Compare Now
Add to Cart Successfully