HDFC Infrastructure Fund vs Aditya Birla Sun Life Infrastructure Fund compare
HDFC Infrastructure Fund - Growth Plan
Aditya Birla Sun Life Infrastructure Fund-Growth
Chart Comparison
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 | -1.1% | -0.99% |
| 6 Month | 1.08% | 2.15% |
| 1 Year | 1.95% | 0.47% |
| 3 Year | 27.46% | 23.54% |
| 5 Year | 28.12% | 24.15% |
SIP Return Analysis
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Aditya Birla Sun Life Infrastructure Fund-Growth |
|---|---|---|
| 6 Month | -2.66% | -2.55% |
| 1 Year | 3.54% | 5.11% |
| 3 Year | 16.09% | 12.87% |
| 5 Year | 22.67% | 18.02% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Aditya Birla Sun Life Infrastructure Fund-Growth |
|---|---|---|
| 1 Year | 7.45% | 9.21% |
| 3 Year | 10.06% | 13.34% |
| 5 Year | 8.47% | 10.65% |
Risk Management
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Aditya Birla Sun Life Infrastructure Fund-Growth |
|---|---|---|
| Standard Deviation | 16.09% | 15.1% |
| Sharp | 1.11% | 0.96% |
| Beta | 0.87% | 0.88% |
| Alpha | 5.02% | 2.02% |
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 | 8.39 | 5.4 |
| Large Cap | 52.59 | 46.49 |
| Mid Cap | 6.99 | 14.86 |
| Small Cap | 32.02 | 33.25 |
Sector Allocation
| Scheme Name |
HDFC Infrastructure Fund - Growth Plan |
Aditya Birla Sun Life Infrastructure Fund-Growth |
|---|---|---|
| Others | 5.91 | 2.28 |
| Energy | 6.93 | 5.47 |
| Basic Materials | 10.2 | 9.56 |
| Industrials | 39.35 | 51.19 |
| Financial Services | 20.43 | 7.66 |
| Real Estate | 2.48 | 3.26 |
| Technology | 1.41 | 1.47 |
| Communication Services | 4.12 | 6.99 |
| Utilities | 6.76 | 4.57 |
| Consumer Cyclical | 0.66 | 5.87 |
| Healthcare | 1.75 | 1.69 |
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