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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) | ₹1120 Cr | ₹2138 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 | 2.7% | 3.7% |
| 6 Month | 20.77% | 17.78% |
| 1 Year | -4.64% | -12.85% |
| 3 Year | 23.56% | 18.69% |
| 5 Year | 28.74% | 28.51% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Infrastructure Fund-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 4.06% | 2.4% |
| 1 Year | 10.75% | 3.82% |
| 3 Year | 18.39% | 14.18% |
| 5 Year | 21.52% | 19.72% |
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 | 16.40% | 17.49% |
| Sharp | 0.94% | 0.65% |
| Beta | 1.08% | 1.16% |
| Alpha | 6.85% | 2.31% |
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 | 6.22 | 7.36 |
| Large Cap | 42.33 | 32.34 |
| Small Cap | 34.06 | 42.05 |
| Mid Cap | 17.39 | 18.25 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Infrastructure Fund-Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 3.81 | 4.22 |
| Communication Services | 6.39 | 1.43 |
| Energy | 4.91 | 1.17 |
| Industrials | 52.12 | 47.3 |
| Financial Services | 5.55 | - |
| Real Estate | 3.14 | 7.44 |
| Consumer Cyclical | 5.13 | 5.34 |
| Technology | 1.04 | 0.75 |
| Utilities | 4.71 | 15.39 |
| Basic Materials | 11.42 | 16.95 |
| Healthcare | 1.78 | - |
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