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Tata Infrastructure Fund vs Aditya Birla Sun Life Infrastructure Fund compare

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tortoise-icon Aditya Birla Sun Life Infrastructure Fund-Growth

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tortoise-icon 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) ₹1151 Cr ₹2224 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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month -1.36% -3.04%
6 Month 20.23% 16.39%
1 Year -6.8% -15.18%
3 Year 23.19% 18.05%
5 Year 26.73% 27.12%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month 3.87% 1.56%
1 Year 7.05% -1.7%
3 Year 19.21% 14.64%
5 Year 22.56% 20.58%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year 9.84% 12.79%
3 Year 12.78% 12.46%
5 Year 10.27% 11.37%

Risk Management

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation 16.49% 17.57%
Sharp 1.13% 0.86%
Beta 1.08% 1.16%
Alpha 7.76% 3.41%

Fund Managers

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

Market Cap

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 7.76 8.34
Large Cap 41.36 31.8
Small Cap 35.16 40.86
Mid Cap 15.72 19.01

Sector Allocation

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 5.45 5.26
Communication Services 6.3 1.47
Energy 4.9 1.26
Industrials 50.95 47.3
Financial Services 5.57 -
Real Estate 3.28 7.56
Consumer Cyclical 5.11 4.12
Technology 1.05 0.76
Utilities 5.11 15.24
Basic Materials 11.02 17.02
Healthcare 1.25 -

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