Tata Infrastructure Fund vs Canara Robeco Infrastructure Fund compare
Tata Infrastructure Fund-Regular Plan- Growth Option
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Infrastructure Fund-Regular Plan- Growth Option | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2069 Cr | ₹916 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2004 | 02 Dec 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | BSE India Infrastructure Index |
| Turn Over | 20.89% | 34% |
| Expense Ratio | 2.06 | 2.33 |
| Manager | Abhinav Sharma | Shridatta Bhandwaldar |
| ISIN Code | INF277K01782 | INF760K01274 |
| Exits Load | Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Canara Robeco Infrastructure - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.99% | -4.08% |
| 6 Month | -2.36% | 0.1% |
| 1 Year | -9.96% | -2.84% |
| 3 Year | 16.74% | 22.97% |
| 5 Year | 22.67% | 26.8% |
SIP Return Analysis
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.08% | -3.8% |
| 1 Year | -1.14% | 2.65% |
| 3 Year | 8.06% | 16.63% |
| 5 Year | 15.33% | 21.06% |
Rolling Lumpsum Returns
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.28% | 11.61% |
| 3 Year | 12.98% | 14.75% |
| 5 Year | 11.57% | 11.88% |
Risk Management
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.62% | 14.61% |
| Sharp | 0.7% | 1.02% |
| Beta | 0.94% | 0.9% |
| Alpha | -2.43% | 3.79% |
Fund Managers
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhinav Sharma | Shridatta Bhandwaldar |
| Total AUM | ₹5613 Cr | ₹69491 Cr |
| Funds Managed | 3 | 12 |
| Tata Infrastructure Fund-Regular Plan- Growth Option | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.63 | 4.57 |
| Large Cap | 34.03 | 59.33 |
| Mid Cap | 18.48 | 26.41 |
| Small Cap | 36.86 | 9.69 |
Sector Allocation
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.38 | 4.57 |
| Industrials | 47.73 | 45.45 |
| Basic Materials | 15.23 | 8.65 |
| Real Estate | 8.06 | 1.22 |
| Technology | 0.78 | 6.43 |
| Consumer Cyclical | 5.04 | 2.94 |
| Energy | 1.17 | 8.72 |
| Communication Services | 1.75 | 3.13 |
| Utilities | 15.87 | 11.55 |
| Financial Services | - | 7.34 |
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