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) | ₹1417 Cr | ₹2271 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 | -6.59% | -5.59% |
| 6 Month | -14% | -8.53% |
| 1 Year | -5.81% | -1.28% |
| 3 Year | 19.9% | 19.71% |
| 5 Year | 21.81% | 21.8% |
SIP Return Analysis
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 6 Month | -7.85% | -3.86% |
| 1 Year | -8.97% | -1.67% |
| 3 Year | 8.74% | 9.25% |
| 5 Year | 16.08% | 16.34% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.79% | 7.28% |
| 3 Year | 14.98% | 16.08% |
| 5 Year | 13.43% | 11.04% |
Risk Management
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.54% | 14.53% |
| Sharp | 0.89% | 0.91% |
| Beta | 1.02% | 0.95% |
| Alpha | 0.37% | 0.81% |
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 | 8.07 | 4.41 |
| Small Cap | 43.05 | 24.2 |
| Large Cap | 22.4 | 59.51 |
| Mid Cap | 26.47 | 11.88 |
Sector Allocation
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Others | 3.07 | 1.48 |
| Consumer Cyclical | 8.09 | 1.41 |
| Industrials | 66.62 | 52.66 |
| Energy | 0.7 | 9.53 |
| Basic Materials | 6.83 | 7.82 |
| Real Estate | 3.92 | 3.65 |
| Utilities | 2.43 | 9.72 |
| Communication Services | 3.54 | 9.55 |
| Healthcare | 2.99 | - |
| Technology | 1.79 | 2.63 |
| Financial Services | - | 1.55 |
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