Invesco India Infrastructure Fund vs HSBC 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) | ₹1527 Cr | ₹2372 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 | -4% | -0.97% |
| 6 Month | -4.16% | -0.54% |
| 1 Year | -5.8% | -5.25% |
| 3 Year | 22.85% | 22.35% |
| 5 Year | 26.33% | 26.38% |
SIP Return Analysis
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 6 Month | -3.89% | -0.22% |
| 1 Year | 1.62% | 7.01% |
| 3 Year | 15.49% | 14.57% |
| 5 Year | 20.13% | 19.64% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 1 Year | 8% | 7.53% |
| 3 Year | 14.59% | 15.92% |
| 5 Year | 13.33% | 10.9% |
Risk Management
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.54% | 18.01% |
| Sharp | 0.96% | 0.91% |
| Beta | 0.99% | 0.93% |
| Alpha | 2.19% | 1.74% |
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 | 4.83 | 5.14 |
| Small Cap | 38.86 | 26.47 |
| Large Cap | 30.38 | 57.48 |
| Mid Cap | 25.93 | 10.9 |
Sector Allocation
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Others | 1.12 | 1.81 |
| Consumer Cyclical | 9.44 | 1.69 |
| Industrials | 55.7 | 52.16 |
| Healthcare | 5.08 | - |
| Energy | 1.61 | 7.9 |
| Basic Materials | 10.06 | 9.65 |
| Real Estate | 5.28 | 2.09 |
| Utilities | 3.52 | 9.7 |
| Communication Services | 6.05 | 9.24 |
| Technology | 2.13 | 3.23 |
| Financial Services | - | 2.53 |
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