HDFC Infrastructure Fund vs Tata Infrastructure Fund compare
HDFC Infrastructure Fund - Growth Plan
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
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) | ₹2341 Cr | ₹2141 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 | 4.48% | 4.03% |
6 Month | 3.51% | -4.48% |
1 Year | 3.96% | -10.06% |
3 Year | 34.01% | 24.92% |
5 Year | 39.32% | 33.14% |
SIP Return Analysis
Scheme Name | HDFC Infrastructure Fund - Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
6 Month | 7.69% | 5.07% |
1 Year | 4.29% | -9.44% |
3 Year | 28.67% | 18.11% |
5 Year | 30.83% | 23.42% |
Rolling Lumpsum Returns
Scheme Name | HDFC Infrastructure Fund - Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
1 Year | 9.8% | 13.88% |
3 Year | 8.96% | 11.89% |
5 Year | 7.21% | 11.08% |
Risk Management
Scheme Name | HDFC Infrastructure Fund - Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 17.236% | 17.894% |
Sharp | 1.111% | 0.641% |
Beta | 1.071% | 1.106% |
Alpha | 11.976% | 4.067% |
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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 |
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 | 5.98 | 4.63 |
Large Cap | 47.26 | 31.98 |
Small Cap | 38.91 | 42.62 |
Mid Cap | 7.85 | 20.78 |
Sector Allocation
Scheme Name |
HDFC Infrastructure Fund - Growth Plan |
Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Others | 5.09 | 4.63 |
Energy | 7.53 | 1.12 |
Industrials | 41.71 | 50.51 |
Basic Materials | 11.11 | 15.25 |
Financial Services | 19.97 | - |
Technology | 1 | 1.75 |
Real Estate | 0.89 | 7.06 |
Communication Services | 3.67 | 1.46 |
Utilities | 6.76 | 14.51 |
Consumer Cyclical | 0.54 | 3.71 |
Healthcare | 1.75 | - |
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