Tata Infrastructure Fund vs Aditya Birla Sun Life Infrastructure Fund compare

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Aditya Birla Sun Life Infrastructure Fund-Growth

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Tata Infrastructure Fund-Regular Plan- Growth Option

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Chart Comparison

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

Overview

Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Fund	Aditya Birla Sun Life Infrastructure Fund-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1141 Cr	₹2227 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	17 Mar 2006	31 Dec 2004
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	Nifty Infrastructure TRI	BSE India Infrastructure Index
Turn Over	48%	20.89%
Expense Ratio	2.26	2.06
Manager	Dhaval Joshi	Abhinav Sharma
ISIN Code	INF209K01504	INF277K01782
Exits Load	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	Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month	2.93%	2.44%
6 Month	0.87%	-2.29%
1 Year	-3.69%	-13.19%
3 Year	31.16%	26.75%
5 Year	30.14%	30.58%

Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month	12.55%	11.43%
1 Year	10.79%	3.1%
3 Year	22.23%	18.55%
5 Year	24.39%	23.31%

Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year	10.37%	13.14%
3 Year	12.66%	12.22%
5 Year	10.12%	11.24%

Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation	16.99%	18.17%
Sharp	1.32%	1.07%
Beta	1.08%	1.16%
Alpha	7.21%	2.94%

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Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Name	Dhaval Joshi	Abhinav Sharma
Total AUM	₹361932 Cr	₹5613 Cr
Funds Managed	55	3
	Aditya Birla Sun Life Infrastructure Fund-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option

Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	4.88	6.6
Large Cap	42.74	31.72
Small Cap	37.15	41.71
Mid Cap	15.23	19.97

Scheme Name	Aditya Birla Sun Life Infrastructure Fund-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	4.2	5.81
Communication Services	6.16	1.56
Energy	6.32	1.23
Industrials	51.39	49.04
Financial Services	6.16	-
Consumer Cyclical	6.28	4.17
Technology	1.09	0.82
Basic Materials	10.59	14.93
Healthcare	1.16	-
Utilities	4.72	14.53
Real Estate	1.93	7.91