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	-1.74%	-2.01%
6 Month	1.35%	-1.2%
1 Year	1.66%	-8.67%
3 Year	25.38%	17.23%
5 Year	30.81%	24.57%

SIP Return Analysis

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month	0.86%	-1.6%
1 Year	11.24%	3.71%
3 Year	19.18%	10.21%
5 Year	24.43%	16.7%

Rolling Lumpsum Returns

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year	7.71%	12.38%
3 Year	9.96%	12.93%
5 Year	8.37%	11.56%

Risk Management

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation	16.01%	13.62%
Sharp	1.24%	0.78%
Beta	0.87%	0.93%
Alpha	6.14%	-1.85%

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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