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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 | ₹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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