HSBC Infrastructure Fund vs Invesco India Infrastructure Fund compare
Invesco India Infrastructure Fund - Growth Option
HSBC Infrastructure Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Fund | Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1457 Cr | ₹2313 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Nov 2007 | 27 Sep 2007 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | NIFTY Infrastructure TRI |
| Turn Over | 55% | 28% |
| Expense Ratio | 2.08 | 2.02 |
| Manager | Amit Nigam | Venugopal Manghat |
| ISIN Code | INF205K01CD5 | INF917K01536 |
| Exits Load | Invesco India Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 1 Month | -3.64% | -3.47% |
| 6 Month | -5.31% | -1.83% |
| 1 Year | -10.35% | -7.58% |
| 3 Year | 21.84% | 21.23% |
| 5 Year | 24.18% | 24.19% |
SIP Return Analysis
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 6 Month | -6.78% | -3.24% |
| 1 Year | -5.07% | 0.22% |
| 3 Year | 12.42% | 11.93% |
| 5 Year | 18.39% | 18.12% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.88% | 7.38% |
| 3 Year | 14.8% | 15.99% |
| 5 Year | 13.37% | 10.95% |
Risk Management
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.54% | 18.13% |
| Sharp | 0.87% | 0.85% |
| Beta | 1.01% | 0.94% |
| Alpha | 1.32% | 1.59% |
Fund Managers
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Name | Amit Nigam | Venugopal Manghat |
| Total AUM | ₹14602 Cr | ₹41442 Cr |
| Funds Managed | 13 | 7 |
| Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
Market Cap
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Others | 4.92 | 4.71 |
| Small Cap | 40.2 | 24.43 |
| Large Cap | 28.77 | 59.56 |
| Mid Cap | 26.1 | 11.3 |
Sector Allocation
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Others | 1.03 | 1.51 |
| Consumer Cyclical | 10.53 | 1.55 |
| Industrials | 56.46 | 52.78 |
| Energy | 1.2 | 8.67 |
| Basic Materials | 9.24 | 7.15 |
| Real Estate | 5.54 | 3.68 |
| Utilities | 2.86 | 9.64 |
| Communication Services | 5.19 | 9.69 |
| Healthcare | 5.84 | - |
| Technology | 2.11 | 3 |
| Financial Services | - | 2.33 |
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