What is the risk comparison between SBI Infrastructure Fund - Regular Plan - Growth and HDFC Infrastructure Fund - Growth Plan?

SBI Infrastructure Fund - Regular Plan - Growth is equally volatile than HDFC Infrastructure Fund - Growth Plan. Choose a fund based on your risk tolerance and goals.

SBI Infrastructure Fund - Regular Plan - Growth vs HDFC Infrastructure Fund - Growth Plan: Which has better AUM growth?

SBI Infrastructure Fund - Regular Plan - Growth has Rs 4727.10 crore in AUM and HDFC Infrastructure Fund - Growth Plan has Rs 2452.15 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, SBI Infrastructure Fund - Regular Plan - Growth or HDFC Infrastructure Fund - Growth Plan?

SBI Infrastructure Fund - Regular Plan - Growth has an expense ratio of 1.88% and HDFC Infrastructure Fund - Growth Plan has 2.06%. SBI Infrastructure Fund - Regular Plan - Growth has a lower ratio, which means it can give better net returns.

SBI Infrastructure Fund - Regular Plan - Growth or HDFC Infrastructure Fund - Growth Plan: Which beats its benchmark more consistently?

SBI Infrastructure Fund - Regular Plan - Growth has outperformed the benchmark more consistently with an average of 15.95% over 5 years than HDFC Infrastructure Fund - Growth Plan with 15.95%. SBI Infrastructure Fund - Regular Plan - Growth has performed better against its benchmark.

SBI Infrastructure Fund vs HDFC Infrastructure Fund compare

Compare Up to 4 FundsFree Analysis

SBI Infrastructure Fund - Regular Plan - Growth

Infrastructurevery high Risk

HDFC Infrastructure Fund - Growth Plan

Infrastructurevery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

22.85 %

Expense Ratio

1.88 %

The trade-off:

Verdict Lock

Returns (5Y)

27.11 %

Expense Ratio

2.06 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Complete Fund Review

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METRICS

HDFC Infrastructure Fund - Growth Plan

SBI Infrastructure Fund - Regular Plan - Growth

Basic Overview

Current NAV

₹ 46.46

₹ 47.73

Benchmark

NIFTY 500 TRI

Nifty Infrastructure TRI

Fund Size (AUM)

₹2452 Cr

₹4727 Cr

Expense Ratio

2.06%

1.88%

Launch Date

10 Mar 2008

06 Jul 2007

SIP Returns

1 Year Return

6.88%

6.6%

3 Year Return

14.69%

11.19%

5 Year Return

21.78%

17.47%

Since Inception

8.58%

11.24%

Trailing Returns

1 Month Return

-1.23%

-2.42%

3 Month Return

-2.67%

-2.31%

1 Year Return

7.46%

1.1%

3 Year Return

25.99%

21.19%

5 Year Return

27.11%

22.85%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

3.42

0.63

Beta

0.89

0.87

Sharpe Ratio

1.12

0.99

Standard Deviation

16.02

11.75

Investment & Taxes

Min SIP Amount

₹ 100

₹ 500

Min Lumpsum

₹ 100

₹ 5,000

Exit Load

HDFC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Taxation

As per Equity rules

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

HDFC Infrastructure Fund - Growth Plan3 /100

Outstanding protection during market downturns.

SBI Infrastructure Fund - Regular Plan - Growth3 /100

More vulnerable during market declines.

HDFC Infrastructure Fund - Growth Plan3 /100

Outstanding protection during market downturns.

SBI Infrastructure Fund - Regular Plan - Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

HDFC Infrastructure Fund - Growth Plan0.0%

SBI Infrastructure Fund - Regular Plan - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

HDFC Infrastructure Fund - Growth Planslow

SBI Infrastructure Fund - Regular Plan - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

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Annual Performance History

Track mutual fund yearly performance, benchmark comparisons and peer rankings to spot consistency for smart investment choices.

Little Investments, Big Wins

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

Unlock to view SIP projections

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₹0+0.00%

Note: All returns displayed are calculated on an annualized basis.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

SBI Infrastructure Fund - Regular Plan - Growth had a 5-year average annual growth rate of 22.85%, while HDFC Infrastructure Fund - Growth Plan's was 27.11%. HDFC Infrastructure Fund - Growth Plan is better for long-term growth.