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)	₹2522 Cr	₹2144 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	2.73%	1.34%
6 Month	9.89%	8.44%
1 Year	1.89%	-8.42%
3 Year	28.11%	19.14%
5 Year	35.35%	28.8%

SIP Return Analysis

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month	1.45%	-0.5%
1 Year	12.41%	4.91%
3 Year	21.48%	12.75%
5 Year	25.98%	18.52%

Rolling Lumpsum Returns

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year	8.1%	12.64%
3 Year	9.64%	12.61%
5 Year	8.15%	11.45%

Risk Management

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation	16.04%	17.34%
Sharp	1.25%	0.73%
Beta	1.10%	1.17%
Alpha	9.76%	1.75%

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	10.96	10.09
Large Cap	49.89	31.36
Mid Cap	6.63	17.2
Small Cap	32.53	41.36

Sector Allocation

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	8.47	4.15
Energy	6.49	0.79
Basic Materials	10.34	16.28
Industrials	38.53	48.65
Financial Services	19.18	-
Real Estate	2.48	7.32
Technology	1.57	0.74
Communication Services	3.63	1.44
Utilities	7.05	15.37
Consumer Cyclical	0.49	5.24
Healthcare	1.76	-

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