SBI Infrastructure Fund vs Aditya Birla Sun Life Infrastructure Fund compare
SBI Infrastructure Fund - Regular Plan - Growth
Aditya Birla Sun Life Infrastructure Fund-Growth
Chart Comparison
Overview
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Aditya Birla Sun Life Infrastructure Fund-Growth |
---|---|---|
Fund | SBI Infrastructure Fund - Regular Plan - Growth | Aditya Birla Sun Life Infrastructure Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4867 Cr | ₹1087 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Jul 2007 | 17 Mar 2006 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Infrastructure TRI | Nifty Infrastructure TRI |
Turn Over | 43% | 48% |
Expense Ratio | 1.88 | 2.26 |
Manager | Pradeep Kesavan | Dhaval Joshi |
ISIN Code | INF200K01CT2 | INF209K01504 |
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 | Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Aditya Birla Sun Life Infrastructure Fund-Growth |
---|---|---|
1 Month | 3.69% | 0.57% |
6 Month | -6.64% | -8.93% |
1 Year | -0.25% | -3.09% |
3 Year | 23.43% | 21.11% |
5 Year | 30.24% | 30.34% |
SIP Return Analysis
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Aditya Birla Sun Life Infrastructure Fund-Growth |
---|---|---|
6 Month | 0.84% | -0.78% |
1 Year | -9.49% | -13.22% |
3 Year | 21.35% | 19.1% |
5 Year | 24.67% | 23% |
Rolling Lumpsum Returns
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Aditya Birla Sun Life Infrastructure Fund-Growth |
---|---|---|
1 Year | 10.14% | 10.91% |
3 Year | 10.73% | 12.38% |
5 Year | 10.45% | 9.9% |
Risk Management
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Aditya Birla Sun Life Infrastructure Fund-Growth |
---|---|---|
Standard Deviation | 15.272% | 17.193% |
Sharp | 0.935% | 0.699% |
Beta | 0.976% | 1.058% |
Alpha | 7.741% | 4.931% |
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Fund Managers
Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Aditya Birla Sun Life Infrastructure Fund-Growth |
---|---|---|
Name | Pradeep Kesavan | Dhaval Joshi |
Total AUM | ₹434274 Cr | ₹361932 Cr |
Funds Managed | 43 | 55 |
SBI Infrastructure Fund - Regular Plan - Growth | Aditya Birla Sun Life Infrastructure Fund-Growth |
Market Cap
Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Aditya Birla Sun Life Infrastructure Fund-Growth |
---|---|---|
Others | 8.67 | 4.29 |
Large Cap | 36.17 | 41.41 |
Mid Cap | 21.84 | 19.97 |
Small Cap | 33.33 | 34.32 |
Sector Allocation
Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Aditya Birla Sun Life Infrastructure Fund-Growth |
---|---|---|
Others | 8.67 | 2.93 |
Energy | 11.49 | 7.31 |
Financial Services | 14.47 | 5.45 |
Basic Materials | 12.74 | 8.77 |
Industrials | 31.98 | 52.34 |
Consumer Cyclical | 3.38 | 5.96 |
Communication Services | 8.58 | 6.23 |
Utilities | 5.52 | 6.24 |
Real Estate | 3.19 | 2.19 |
Technology | - | 1.38 |
Healthcare | - | 1.2 |
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