HDFC Infrastructure Fund vs Tata Infrastructure Fund compare

HDFC Infrastructure Fund vs Tata Infrastructure Fund compare

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HDFC Infrastructure Fund - Growth Plan

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Tata Infrastructure Fund-Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
Fund	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2586 Cr	₹2136 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	10 Mar 2008	31 Dec 2004
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE India Infrastructure Index
Turn Over	11.39%	20.89%
Expense Ratio	2.06	2.06
Manager	Dhruv Muchhal	Abhinav Sharma
ISIN Code	INF179K01GF8	INF277K01782
Exits Load	HDFC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% 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	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month	-0.59%	-1.81%
6 Month	2.14%	-0.64%
1 Year	6.92%	-4.19%
3 Year	26.51%	17.93%
5 Year	31.68%	25.2%

SIP Return Analysis

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month	1.75%	-0.98%
1 Year	13.38%	5.47%
3 Year	20.29%	11.25%
5 Year	24.84%	17.2%

Rolling Lumpsum Returns

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year	7.72%	12.42%
3 Year	9.92%	12.87%
5 Year	8.32%	11.52%

Risk Management

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation	16.01%	17.34%
Sharp	1.24%	0.73%
Beta	0.87%	0.94%
Alpha	6.14%	-2.10%

Fund Managers

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
Name	Dhruv Muchhal	Abhinav Sharma
Total AUM	₹520687 Cr	₹5613 Cr
Funds Managed	40	3
	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option

Market Cap

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	9.45	9.15
Large Cap	50.72	32.94
Mid Cap	6.8	17.97
Small Cap	33.04	39.93

Sector Allocation

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	7.03	2.77
Energy	6.63	1.13
Basic Materials	10.52	16.48
Industrials	39.38	49.12
Financial Services	19.46	-
Real Estate	2.42	7.06
Technology	1.47	0.8
Communication Services	3.84	1.54
Utilities	6.92	16.04
Consumer Cyclical	0.55	5.06
Healthcare	1.78	-

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