SBI Infrastructure Fund vs HDFC Infrastructure Fund compare

SBI Infrastructure Fund vs HDFC Infrastructure Fund compare

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HDFC Infrastructure Fund - Growth Plan

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SBI Infrastructure Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Infrastructure Fund - Growth Plan	SBI Infrastructure Fund - Regular Plan - Growth
Fund	HDFC Infrastructure Fund - Growth Plan	SBI Infrastructure Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2522 Cr	₹4785 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	10 Mar 2008	06 Jul 2007
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	Nifty Infrastructure TRI
Turn Over	11.39%	43%
Expense Ratio	2.06	1.88
Manager	Dhruv Muchhal	Pradeep Kesavan
ISIN Code	INF179K01GF8	INF200K01CT2
Exits 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

Trailing Lumpsum Returns

Scheme Name	HDFC Infrastructure Fund - Growth Plan	SBI Infrastructure Fund - Regular Plan - Growth
1 Month	0.51%	0.83%
6 Month	8.33%	3.02%
1 Year	0.29%	-5.14%
3 Year	26.72%	21.06%
5 Year	33.66%	26.75%

SIP Return Analysis

Scheme Name	HDFC Infrastructure Fund - Growth Plan	SBI Infrastructure Fund - Regular Plan - Growth
6 Month	1.31%	-0.02%
1 Year	12.27%	4.33%
3 Year	19.99%	13.85%
5 Year	24.7%	19.02%

Rolling Lumpsum Returns

Scheme Name	HDFC Infrastructure Fund - Growth Plan	SBI Infrastructure Fund - Regular Plan - Growth
1 Year	8.1%	9.22%
3 Year	9.64%	11.39%
5 Year	8.15%	11.14%

Risk Management

Scheme Name	HDFC Infrastructure Fund - Growth Plan	SBI Infrastructure Fund - Regular Plan - Growth
Standard Deviation	16.01%	15.06%
Sharp	1.24%	1.00%
Beta	0.87%	0.86%
Alpha	6.14%	1.42%

Fund Managers

Scheme Name	HDFC Infrastructure Fund - Growth Plan	SBI Infrastructure Fund - Regular Plan - Growth
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Funds Managed	40	43
	HDFC Infrastructure Fund - Growth Plan	SBI Infrastructure Fund - Regular Plan - Growth

Market Cap

Scheme Name	HDFC Infrastructure Fund - Growth Plan	SBI Infrastructure Fund - Regular Plan - Growth
Others	10.96	14.9
Large Cap	49.89	47.2
Mid Cap	6.63	15.75
Small Cap	32.53	22.14

Sector Allocation

Scheme Name	HDFC Infrastructure Fund - Growth Plan	SBI Infrastructure Fund - Regular Plan - Growth
Others	8.47	7.89
Energy	6.49	10.54
Basic Materials	10.34	14.67
Industrials	38.53	33.92
Financial Services	19.18	13.48
Real Estate	2.48	2.75
Technology	1.57	-
Communication Services	3.63	5.3
Utilities	7.05	10.45
Consumer Cyclical	0.49	1.02
Healthcare	1.76	-

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