HDFC Infrastructure Fund vs Tata Infrastructure Fund compare

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tortoise-icon HDFC Infrastructure Fund - Growth Plan

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tortoise-icon 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) ₹1311 Cr ₹1561 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 S&P BSE India Infrastructure TRI
Turn Over 11.39% 20.89%
Expense Ratio 2.26 2.18
Manager Dhruv Muchhal Abhinav Sharma
ISIN Code INF179K01GF8 INF277K01782
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Infrastructure Fund - Growth Plan Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month 4.1% 1.67%
6 Month 27.85% 32.91%
1 Year 73.6% 70.83%
3 Year 37.3% 35.16%
5 Year 24.69% 29.35%

SIP Return Analysis

Scheme Name HDFC Infrastructure Fund - Growth Plan Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month - -
1 Year 28.22% 31.02%
3 Year 85.18% 76.27%
5 Year 151.33% 145.95%

Rolling Lumpsum Returns

Scheme Name HDFC Infrastructure Fund - Growth Plan Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year 33.49% 34.23%
3 Year 106.16% 100.97%
5 Year 161.97% 157.63%

Risk Management

Scheme Name HDFC Infrastructure Fund - Growth Plan Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation 16.02% 13.62%
Sharp 1.69% 1.83%
Beta 0.98% 0.5%
Alpha 15.31% 10.83%

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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
Fund Manage 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 11.98 4.38
Large Cap 45.99 31.22
Small Cap 35.89 32.8
Mid Cap 6.14 31.6

Sector Allocation

Scheme Name

HDFC Infrastructure Fund - Growth Plan

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 10.02 2.37
Financial 20.64 -
Construction 18.13 21.27
Materials 8.75 12.78
Capital Goods 13.91 28.34
Energy 11.23 16.14
Communication 3.34 1.48
Chemicals 3.69 1.16
Services 3.68 8.2
Metals & Mining 5.4 5.73
Automobile 1.21 -
Consumer Staples - 1.32
Diversified - 1.21

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