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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) | ₹1162 Cr | ₹2136 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 | 2.25% | 0.73% |
| 6 Month | 7.77% | 3.73% |
| 1 Year | 4.65% | -4.27% |
| 3 Year | 23.66% | 18.48% |
| 5 Year | 28.16% | 26.74% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.61% | -0.98% |
| 1 Year | 13.66% | 5.47% |
| 3 Year | 16.26% | 11.25% |
| 5 Year | 19.79% | 17.2% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 9.41% | 12.42% |
| 3 Year | 13.22% | 12.87% |
| 5 Year | 10.51% | 11.52% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 16.32% | 17.34% |
| Sharp | 1.00% | 0.73% |
| Beta | 0.88% | 0.94% |
| Alpha | 2.46% | -2.10% |
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 | 5.8 | 9.15 |
| Large Cap | 44.34 | 32.94 |
| Small Cap | 34.63 | 39.93 |
| Mid Cap | 15.22 | 17.97 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Infrastructure Fund-Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 4.26 | 2.77 |
| Communication Services | 6.7 | 1.54 |
| Energy | 5.18 | 1.13 |
| Industrials | 52.59 | 49.12 |
| Financial Services | 7.59 | - |
| Real Estate | 3.24 | 7.06 |
| Consumer Cyclical | 5.22 | 5.06 |
| Basic Materials | 9.63 | 16.48 |
| Healthcare | 1.73 | - |
| Utilities | 3.87 | 16.04 |
| Technology | - | 0.8 |
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