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) | ₹4867 Cr | ₹2306 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 | 3.69% | 1.04% |
6 Month | -6.64% | -9.93% |
1 Year | -0.25% | 0.33% |
3 Year | 23.43% | 22.72% |
5 Year | 30.24% | 30.57% |
SIP Return Analysis
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
6 Month | 0.84% | -1.67% |
1 Year | -9.49% | -15.27% |
3 Year | 21.35% | 20.42% |
5 Year | 24.67% | 24.37% |
Rolling Lumpsum Returns
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
1 Year | 10.14% | 9.29% |
3 Year | 10.73% | 16.25% |
5 Year | 10.45% | 11.59% |
Risk Management
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.272% | 17.92% |
Sharp | 0.935% | 0.708% |
Beta | 0.976% | 1.065% |
Alpha | 7.741% | 5.546% |
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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 | 8.67 | 2.66 |
Large Cap | 36.17 | 50.38 |
Mid Cap | 21.84 | 13.17 |
Small Cap | 33.33 | 33.79 |
Sector Allocation
Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Others | 8.67 | 1.82 |
Energy | 11.49 | 9.02 |
Financial Services | 14.47 | 4.34 |
Basic Materials | 12.74 | 11.8 |
Industrials | 31.98 | 48.78 |
Consumer Cyclical | 3.38 | 1.75 |
Communication Services | 8.58 | 8.19 |
Utilities | 5.52 | 7.78 |
Real Estate | 3.19 | 2.75 |
Technology | - | 3.77 |
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