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)	₹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

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%

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%

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%

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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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

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

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	-