What is the risk comparison between Invesco India Infrastructure Fund - Growth Option and Aditya Birla Sun Life Infrastructure Fund-Growth?

Invesco India Infrastructure Fund - Growth Option is equally volatile than Aditya Birla Sun Life Infrastructure Fund-Growth. Choose a fund based on your risk tolerance and goals.

Invesco India Infrastructure Fund - Growth Option vs Aditya Birla Sun Life Infrastructure Fund-Growth: Which has better AUM growth?

Invesco India Infrastructure Fund - Growth Option has Rs 1333.29 crore in AUM and Aditya Birla Sun Life Infrastructure Fund-Growth has Rs 1075.29 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, Invesco India Infrastructure Fund - Growth Option or Aditya Birla Sun Life Infrastructure Fund-Growth?

Invesco India Infrastructure Fund - Growth Option has an expense ratio of 2.08% and Aditya Birla Sun Life Infrastructure Fund-Growth has 2.26%. Invesco India Infrastructure Fund - Growth Option has a lower ratio, which means it can give better net returns.

Invesco India Infrastructure Fund - Growth Option or Aditya Birla Sun Life Infrastructure Fund-Growth: Which beats its benchmark more consistently?

Invesco India Infrastructure Fund - Growth Option has outperformed the benchmark more consistently with an average of 15.95% over 5 years than Aditya Birla Sun Life Infrastructure Fund-Growth with 15.95%. Invesco India Infrastructure Fund - Growth Option has performed better against its benchmark.

Invesco India Infrastructure Fund vs Aditya Birla Sun Life Infrastructure Fund compare

Compare Up to 4 FundsFree Analysis

Invesco India Infrastructure Fund - Growth Option

Infrastructurevery high Risk

Aditya Birla Sun Life Infrastructure Fund-Growth

Infrastructurevery high Risk

Our Verdict

We reviewed risk-adjusted returns, volatility and consistency to select the top mutual fund winner for your goals.

Returns (5Y)

20.87 %

Expense Ratio

2.08 %

The trade-off:

Verdict Lock

Returns (5Y)

19.12 %

Expense Ratio

2.26 %

The trade-off:

Verdict Lock

Fund Performance Track

Analyze fund performance trends and market comparisons over time.

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Complete Fund Review

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METRICS

Invesco India Infrastructure Fund - Growth Option

Aditya Birla Sun Life Infrastructure Fund-Growth

Basic Overview

Current NAV

₹ 57.55

₹ 91.94

Benchmark

BSE India Infrastructure Index

Nifty Infrastructure TRI

Fund Size (AUM)

₹1333 Cr

₹1075 Cr

Expense Ratio

2.3%

Launch Date

21 Nov 2007

17 Mar 2006

Fund Managers

Amit Nigam

Mahesh Patil

Turnover

55%

48%

SIP Returns

1 Year Return

-3%

9.2%

3 Year Return

11.4%

5 Year Return

16%

17.1%

Since Inception

14%

10.8%

Trailing Returns

1 Month Return

9.9%

3 Month Return

-6%

2.8%

1 Year Return

14%

22.3%

3 Year Return

23%

23.4%

5 Year Return

21%

19.1%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

-3.16

-1.55

Beta

1.05

0.91

Sharpe Ratio

0.69

0.79

Standard Deviation

14.54

15.1

Investment & Taxes

Min SIP Amount

₹ 500

₹ 100

Min Lumpsum

₹ 1,000

Exit Load

Invesco India Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Lock In

No Lock-in

Asset Allocation

Equity

95.88%

96.96%

Others

4.12%

3.04%

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Invesco India Infrastructure Fund - Growth Option3 /100

Outstanding protection during market downturns.

Aditya Birla Sun Life Infrastructure Fund-Growth3 /100

More vulnerable during market declines.

Invesco India Infrastructure Fund - Growth Option3 /100

Outstanding protection during market downturns.

Aditya Birla Sun Life Infrastructure Fund-Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Invesco India Infrastructure Fund - Growth Option0.0%

Aditya Birla Sun Life Infrastructure Fund-Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Invesco India Infrastructure Fund - Growth Optionslow

Aditya Birla Sun Life Infrastructure Fund-Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

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Annual Performance History

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

( Fund Age - 1Y 1M )

₹00%

Premium Fund Performance Hidden

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Note: SIP value calculations are based on historical NAV data of funds.

See Your Future Wealth

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3Y Returns : 7.27% (p.a.)

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3Y Returns : 7.21% (p.a.)

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3Y Returns : 6.58% (p.a.)

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Invesco India Infrastructure Fund - Growth Option had a 5-year average annual growth rate of 20.87%, while Aditya Birla Sun Life Infrastructure Fund-Growth's was 19.12%. Invesco India Infrastructure Fund - Growth Option is better for long-term growth.