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

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

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Invesco India Infrastructure Fund - Growth Option

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Aditya Birla Sun Life Infrastructure Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Aditya Birla Sun Life Infrastructure Fund-Growth
Fund	Invesco India Infrastructure Fund - Growth Option	Aditya Birla Sun Life Infrastructure Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1515 Cr	₹1136 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	21 Nov 2007	17 Mar 2006
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	BSE India Infrastructure Index	Nifty Infrastructure TRI
Turn Over	55%	48%
Expense Ratio	2.08	2.26
Manager	Amit Nigam	Dhaval Joshi
ISIN Code	INF205K01CD5	INF209K01504
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	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

Trailing Lumpsum Returns

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Month	1.61%	2.81%
6 Month	8.61%	12.14%
1 Year	-1.27%	0.88%
3 Year	24.79%	23.7%
5 Year	30.43%	30.05%

SIP Return Analysis

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month	-1.36%	0.76%
1 Year	7.2%	11.05%
3 Year	18.54%	15.85%
5 Year	21.86%	19.72%

Rolling Lumpsum Returns

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Year	8.23%	9.57%
3 Year	13.98%	12.92%
5 Year	13.23%	10.37%

Risk Management

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Aditya Birla Sun Life Infrastructure Fund-Growth
Standard Deviation	19.16%	16.32%
Sharp	0.92%	1.00%
Beta	1.00%	0.88%
Alpha	1.96%	2.46%

Fund Managers

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Aditya Birla Sun Life Infrastructure Fund-Growth
Name	Amit Nigam	Dhaval Joshi
Total AUM	₹14602 Cr	₹361932 Cr
Funds Managed	13	55
	Invesco India Infrastructure Fund - Growth Option	Aditya Birla Sun Life Infrastructure Fund-Growth

Market Cap

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	2.25	6.38
Small Cap	40.93	34.82
Large Cap	30.22	42.78
Mid Cap	26.6	16.01

Sector Allocation

Scheme Name	Invesco India Infrastructure Fund - Growth Option	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	0.69	4.77
Consumer Cyclical	9.43	4.92
Industrials	54.04	52.61
Healthcare	5.29	1.71
Energy	1.88	4.88
Basic Materials	10.28	10.81
Real Estate	4.89	3.29
Utilities	4.7	3.99
Communication Services	6.21	6.26
Technology	2.59	0
Financial Services	-	6.77

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