HSBC Infrastructure Fund vs SBI Infrastructure Fund compare
SBI Infrastructure Fund - Regular Plan - Growth
HSBC Infrastructure Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Fund | SBI Infrastructure Fund - Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5195 Cr | ₹2474 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Jul 2007 | 27 Sep 2007 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Infrastructure TRI | NIFTY Infrastructure TRI |
Turn Over | 43% | 28% |
Expense Ratio | 1.88 | 2.02 |
Manager | Pradeep Kesavan | Venugopal Manghat |
ISIN Code | INF200K01CT2 | INF917K01536 |
Exits Load | SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 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 | SBI Infrastructure Fund - Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
1 Month | -3.87% | -3.44% |
6 Month | 3.48% | 7.95% |
1 Year | -9.44% | -9.52% |
3 Year | 24.42% | 25.69% |
5 Year | 27.91% | 30.22% |
SIP Return Analysis
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
6 Month | 3.59% | 5.89% |
1 Year | -0.56% | 1.79% |
3 Year | 19.02% | 20.61% |
5 Year | 22.96% | 24.1% |
Rolling Lumpsum Returns
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
1 Year | 9.79% | 8.94% |
3 Year | 11.07% | 16.41% |
5 Year | 10.73% | 12.29% |
Risk Management
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.95% | 18.29% |
Sharp | 1.37% | 1.23% |
Beta | 0.98% | 1.11% |
Alpha | 6.60% | 6.65% |
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Fund Managers
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Name | Pradeep Kesavan | Venugopal Manghat |
Total AUM | ₹434274 Cr | ₹41442 Cr |
Funds Managed | 43 | 7 |
SBI Infrastructure Fund - Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
Market Cap
Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Others | 8.01 | 5.52 |
Large Cap | 44.88 | 52.85 |
Mid Cap | 20.25 | 10.02 |
Small Cap | 26.86 | 31.6 |
Sector Allocation
Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Others | 4.11 | 4.52 |
Energy | 12.52 | 6.88 |
Industrials | 30.2 | 49.8 |
Financial Services | 17.81 | 4.31 |
Basic Materials | 12.73 | 10.5 |
Consumer Cyclical | 3.01 | 1.68 |
Real Estate | 4.63 | 2.37 |
Communication Services | 8.46 | 8.28 |
Utilities | 6.53 | 8.19 |
Technology | - | 3.46 |
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