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Tata Infrastructure Fund vs Aditya Birla Sun Life Infrastructure Fund compare
Aditya Birla Sun Life Infrastructure Fund-Growth
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
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 | ₹2287 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 | -3.52% | -5.35% |
| 6 Month | 7.79% | 4.13% |
| 1 Year | -4.46% | -14.39% |
| 3 Year | 25.09% | 20.1% |
| 5 Year | 29.44% | 28.93% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 6.69% | 4.13% |
| 1 Year | 4.24% | -4.65% |
| 3 Year | 17.95% | 13.27% |
| 5 Year | 21.61% | 19.78% |
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 | 2.86 | 8 |
| Large Cap | 43.12 | 31.8 |
| Small Cap | 37.72 | 41.04 |
| Mid Cap | 16.29 | 19.16 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Infrastructure Fund-Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 1.76 | 5.44 |
| Communication Services | 6.5 | 1.66 |
| Energy | 6.48 | 1.28 |
| Industrials | 52.22 | 47.62 |
| Financial Services | 5.76 | - |
| Consumer Cyclical | 6.32 | 4.08 |
| Technology | 1.06 | 0.78 |
| Utilities | 5.23 | 15.45 |
| Basic Materials | 11.56 | 16 |
| Healthcare | 1.19 | - |
| Real Estate | 1.92 | 7.7 |
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