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LIC MF Infrastructure Fund vs Tata Infrastructure Fund compare
Tata Infrastructure Fund-Regular Plan- Growth Option
LIC MF Infrastructure Fund-Growth
LIC MF Infrastructure Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2136 Cr | ₹1054 Cr | ₹1054 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 31 Dec 2004 | 24 Mar 2008 | 24 Mar 2008 |
| Category | Infrastructure | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | Nifty Infrastructure TRI | Nifty Infrastructure TRI |
| Turn Over | 20.89% | % | 51% |
| Expense Ratio | 2.06 | 2.2 | 2.2 |
| Manager | Abhinav Sharma | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF277K01782 | INF767K01501 | INF767K01501 |
| Exits Load | Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -3.07% | -4.55% | -4.55% |
| 6 Month | -2.99% | -1.22% | -1.22% |
| 1 Year | -11.94% | -6.19% | -6.19% |
| 3 Year | 16.55% | 25.42% | 25.42% |
| 5 Year | 23.66% | 26.67% | 26.67% |
SIP Return Analysis
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | -1.6% | 0.31% | 0.31% |
| 1 Year | 3.71% | 12.01% | 12.01% |
| 3 Year | 10.21% | 22.16% | 22.16% |
| 5 Year | 16.7% | 24.29% | 24.29% |
Rolling Lumpsum Returns
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 12.35% | 9.01% | 9.01% |
| 3 Year | 12.94% | 10.66% | 10.66% |
| 5 Year | 11.56% | 9.97% | 9.97% |
Risk Management
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 13.62% | 20.11% | 20.11% |
| Sharp | 0.78% | 1.04% | 1.04% |
| Beta | 0.93% | 0.94% | 0.94% |
| Alpha | -1.85% | 6.24% | 6.24% |
Fund Managers
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Abhinav Sharma | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹5613 Cr | ₹5898 Cr | ₹5898 Cr |
| Funds Managed | 3 | 7 | 7 |
| Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
LIC MF Infrastructure Fund-Growth |
LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 2.67 | 8.44 | 8.44 |
| Large Cap | 31.36 | 24.55 | 24.55 |
| Mid Cap | 20.74 | 19.14 | 19.14 |
| Small Cap | 45.23 | 47.88 | 47.88 |
Sector Allocation
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
LIC MF Infrastructure Fund-Growth |
LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 1.75 | 6.09 | 6.09 |
| Electrical Equipment | 11.08 | - | - |
| Industrial Products | 14.48 | - | - |
| Cement & Cement Products | 11.62 | - | - |
| Construction | 15.42 | - | - |
| Paper, Forest & Jute Products | 1.11 | - | - |
| Industrial Manufacturing | 3 | - | - |
| Realty | 7.06 | - | - |
| Consumer Durables | 2.11 | - | - |
| Aerospace & Defense | 1.19 | - | - |
| Agricultural Food & other Products | 1.13 | - | - |
| Auto Components | 4.16 | - | - |
| Telecom - Services | 1.54 | - | - |
| Chemicals & Petrochemicals | 1.77 | - | - |
| Power | 14.86 | - | - |
| Diversified | 1.13 | - | - |
| Transport Infrastructure | 4.48 | - | - |
| Transport Services | 2.11 | - | - |
| Industrials | - | 46.67 | 46.67 |
| Financial Services | - | 7.74 | 7.74 |
| Energy | - | 0.98 | 0.98 |
| Basic Materials | - | 10.73 | 10.73 |
| Utilities | - | 5.33 | 5.33 |
| Technology | - | 4.46 | 4.46 |
| Real Estate | - | 3.56 | 3.56 |
| Consumer Cyclical | - | 7.92 | 7.92 |
| Communication Services | - | 3.11 | 3.11 |
| Healthcare | - | 3.4 | 3.4 |
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