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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) | ₹1140 Cr | ₹2069 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 | -0.49% | -0.14% |
| 6 Month | 1.3% | -3.1% |
| 1 Year | 0.37% | -7.24% |
| 3 Year | 23.43% | 19.36% |
| 5 Year | 23.91% | 22.84% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -2.55% | -4.08% |
| 1 Year | 5.11% | -1.14% |
| 3 Year | 12.87% | 8.06% |
| 5 Year | 18.02% | 15.33% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 9.21% | 12.28% |
| 3 Year | 13.34% | 12.98% |
| 5 Year | 10.65% | 11.57% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.1% | 13.62% |
| Sharp | 0.96% | 0.7% |
| Beta | 0.88% | 0.94% |
| Alpha | 2.02% | -2.43% |
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 | 5.4 | 10.63 |
| Large Cap | 46.49 | 34.03 |
| Small Cap | 33.25 | 36.86 |
| Mid Cap | 14.86 | 18.48 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Infrastructure Fund-Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 2.28 | 4.38 |
| Communication Services | 6.99 | 1.75 |
| Energy | 5.47 | 1.17 |
| Industrials | 51.19 | 47.73 |
| Financial Services | 7.66 | - |
| Real Estate | 3.26 | 8.06 |
| Consumer Cyclical | 5.87 | 5.04 |
| Utilities | 4.57 | 15.87 |
| Technology | 1.47 | 0.78 |
| Basic Materials | 9.56 | 15.23 |
| Healthcare | 1.69 | - |
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