Invesco India Infrastructure Fund vs SBI Infrastructure Fund compare
SBI Infrastructure Fund - Regular Plan - Growth
Invesco India Infrastructure Fund - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Invesco India Infrastructure Fund - Growth Option |
---|---|---|
Fund | SBI Infrastructure Fund - Regular Plan - Growth | Invesco India Infrastructure Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5060 Cr | ₹1567 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Jul 2007 | 21 Nov 2007 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Infrastructure TRI | BSE India Infrastructure Index |
Turn Over | 43% | 55% |
Expense Ratio | 1.88 | 2.08 |
Manager | Pradeep Kesavan | Amit Nigam |
ISIN Code | INF200K01CT2 | INF205K01CD5 |
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 | Invesco India 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 | Invesco India Infrastructure Fund - Growth Option |
---|---|---|
1 Month | 3.1% | 1.3% |
6 Month | 2.07% | -0.46% |
1 Year | -4.05% | -5.09% |
3 Year | 29.67% | 31.96% |
5 Year | 29.49% | 31.09% |
SIP Return Analysis
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Invesco India Infrastructure Fund - Growth Option |
---|---|---|
6 Month | 10.22% | 13.97% |
1 Year | 8.14% | 12.8% |
3 Year | 22.68% | 27.23% |
5 Year | 25.05% | 27.62% |
Rolling Lumpsum Returns
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Invesco India Infrastructure Fund - Growth Option |
---|---|---|
1 Year | 9.79% | 8.86% |
3 Year | 11.07% | 13.18% |
5 Year | 10.73% | 13.01% |
Risk Management
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Invesco India Infrastructure Fund - Growth Option |
---|---|---|
Standard Deviation | 14.95% | 19.48% |
Sharp | 1.37% | 1.22% |
Beta | 0.98% | 1.20% |
Alpha | 6.60% | 6.72% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Invesco India Infrastructure Fund - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Amit Nigam |
Total AUM | ₹434274 Cr | ₹14602 Cr |
Funds Managed | 43 | 13 |
SBI Infrastructure Fund - Regular Plan - Growth | Invesco India Infrastructure Fund - Growth Option |
Market Cap
Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Invesco India Infrastructure Fund - Growth Option |
---|---|---|
Others | 9.65 | 1.22 |
Large Cap | 42.97 | 26.34 |
Mid Cap | 20.5 | 32.95 |
Small Cap | 26.88 | 39.49 |
Sector Allocation
Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Invesco India Infrastructure Fund - Growth Option |
---|---|---|
Others | 8.19 | 1.22 |
Energy | 12.2 | 2.62 |
Industrials | 30.96 | 57.36 |
Financial Services | 15.59 | 0 |
Basic Materials | 12.44 | 9.15 |
Consumer Cyclical | 3.01 | 7.94 |
Communication Services | 9.3 | 6.18 |
Utilities | 6.71 | 6.4 |
Real Estate | 1.6 | 1.93 |
Healthcare | - | 4.2 |
Technology | - | 3.01 |
Top Comparisons
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.35%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.59%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.17%
DSP Corporate Bond Fund - Regular - Growth
3Y Returns7.5%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns21.08%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns24.12%
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.29%
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns7.33%