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Invesco India Infrastructure Fund vs Tata Infrastructure Fund compare
Invesco India Infrastructure Fund - Growth Option
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Fund | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1457 Cr | ₹2069 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Nov 2007 | 31 Dec 2004 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | BSE India Infrastructure Index |
| Turn Over | 55% | 20.89% |
| Expense Ratio | 2.08 | 2.06 |
| Manager | Amit Nigam | Abhinav Sharma |
| ISIN Code | INF205K01CD5 | INF277K01782 |
| 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 | Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% 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 | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -1.6% | -0.62% |
| 6 Month | -5.79% | -2.33% |
| 1 Year | -7.25% | -7.35% |
| 3 Year | 24.61% | 19.4% |
| 5 Year | 24.83% | 22.97% |
SIP Return Analysis
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -6.78% | -4.08% |
| 1 Year | -5.07% | -1.14% |
| 3 Year | 12.42% | 8.06% |
| 5 Year | 18.39% | 15.33% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 7.88% | 12.28% |
| 3 Year | 14.8% | 12.98% |
| 5 Year | 13.37% | 11.57% |
Risk Management
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 14.54% | 13.62% |
| Sharp | 0.87% | 0.7% |
| Beta | 1.01% | 0.94% |
| Alpha | 1.32% | -2.43% |
Fund Managers
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Name | Amit Nigam | Abhinav Sharma |
| Total AUM | ₹14602 Cr | ₹5613 Cr |
| Funds Managed | 13 | 3 |
| Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 4.92 | 10.63 |
| Small Cap | 40.2 | 36.86 |
| Large Cap | 28.77 | 34.03 |
| Mid Cap | 26.1 | 18.48 |
Sector Allocation
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 1.03 | 4.38 |
| Consumer Cyclical | 10.53 | 5.04 |
| Industrials | 56.46 | 47.73 |
| Energy | 1.2 | 1.17 |
| Basic Materials | 9.24 | 15.23 |
| Real Estate | 5.54 | 8.06 |
| Utilities | 2.86 | 15.87 |
| Communication Services | 5.19 | 1.75 |
| Healthcare | 5.84 | - |
| Technology | 2.11 | 0.78 |
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