HDFC Infrastructure Fund vs Invesco India Infrastructure Fund compare
HDFC Infrastructure Fund - Growth Plan
Invesco India Infrastructure Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| Fund | HDFC Infrastructure Fund - Growth Plan | Invesco India Infrastructure Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2522 Cr | ₹1515 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 10 Mar 2008 | 21 Nov 2007 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE India Infrastructure Index |
| Turn Over | 11.39% | 55% |
| Expense Ratio | 2.06 | 2.08 |
| Manager | Dhruv Muchhal | Amit Nigam |
| ISIN Code | INF179K01GF8 | INF205K01CD5 |
| Exits Load | HDFC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| 1 Month | 2.73% | 1.61% |
| 6 Month | 9.89% | 8.61% |
| 1 Year | 1.89% | -1.27% |
| 3 Year | 28.11% | 24.79% |
| 5 Year | 35.35% | 30.43% |
SIP Return Analysis
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| 6 Month | 0.34% | -1.36% |
| 1 Year | 10.04% | 7.2% |
| 3 Year | 19.51% | 18.54% |
| 5 Year | 24.69% | 21.86% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| 1 Year | 8.1% | 8.23% |
| 3 Year | 9.64% | 13.98% |
| 5 Year | 8.15% | 13.23% |
Risk Management
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| Standard Deviation | 16.01% | 19.16% |
| Sharp | 1.24% | 0.92% |
| Beta | 0.87% | 1.00% |
| Alpha | 6.14% | 1.96% |
Fund Managers
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Amit Nigam |
| Total AUM | ₹520687 Cr | ₹14602 Cr |
| Funds Managed | 40 | 13 |
| HDFC Infrastructure Fund - Growth Plan | Invesco India Infrastructure Fund - Growth Option |
Market Cap
| Scheme Name |
HDFC Infrastructure Fund - Growth Plan |
Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| Others | 10.96 | 2.25 |
| Large Cap | 49.89 | 30.22 |
| Mid Cap | 6.63 | 26.6 |
| Small Cap | 32.53 | 40.93 |
Sector Allocation
| Scheme Name |
HDFC Infrastructure Fund - Growth Plan |
Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| Others | 8.47 | 0.69 |
| Energy | 6.49 | 1.88 |
| Basic Materials | 10.34 | 10.28 |
| Industrials | 38.53 | 54.04 |
| Financial Services | 19.18 | - |
| Real Estate | 2.48 | 4.89 |
| Technology | 1.57 | 2.59 |
| Communication Services | 3.63 | 6.21 |
| Utilities | 7.05 | 4.7 |
| Consumer Cyclical | 0.49 | 9.43 |
| Healthcare | 1.76 | 5.29 |
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