Tata Infrastructure Fund vs HDFC Infrastructure Fund compare
HDFC Infrastructure Fund - Growth Plan
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Infrastructure Fund - Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Fund | HDFC Infrastructure Fund - Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2591 Cr | ₹2287 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 10 Mar 2008 | 31 Dec 2004 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE India Infrastructure Index |
Turn Over | 11.39% | 20.89% |
Expense Ratio | 2.06 | 2.06 |
Manager | Dhruv Muchhal | Abhinav Sharma |
ISIN Code | INF179K01GF8 | INF277K01782 |
Exits Load | HDFC Infrastructure Fund - 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 | HDFC Infrastructure Fund - Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
1 Month | -1.29% | -1.09% |
6 Month | 10.4% | 8.03% |
1 Year | -4.12% | -14.79% |
3 Year | 30.96% | 22.38% |
5 Year | 35.76% | 30.47% |
SIP Return Analysis
Scheme Name | HDFC Infrastructure Fund - Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
6 Month | 6.96% | 7.95% |
1 Year | 8.31% | 2.03% |
3 Year | 25.58% | 17.33% |
5 Year | 28.99% | 22.39% |
Rolling Lumpsum Returns
Scheme Name | HDFC Infrastructure Fund - Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
1 Year | 8.98% | 13.14% |
3 Year | 9.28% | 12.22% |
5 Year | 7.75% | 11.24% |
Risk Management
Scheme Name | HDFC Infrastructure Fund - Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 16.88% | 18.17% |
Sharp | 1.56% | 1.07% |
Beta | 1.10% | 1.16% |
Alpha | 10.76% | 2.94% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HDFC Infrastructure Fund - Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Name | Dhruv Muchhal | Abhinav Sharma |
Total AUM | ₹520687 Cr | ₹5613 Cr |
Funds Managed | 40 | 3 |
HDFC Infrastructure Fund - Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
Market Cap
Scheme Name |
HDFC Infrastructure Fund - Growth Plan |
Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Others | 8.96 | 8 |
Large Cap | 50.96 | 31.8 |
Small Cap | 33.74 | 41.04 |
Mid Cap | 6.35 | 19.16 |
Sector Allocation
Scheme Name |
HDFC Infrastructure Fund - Growth Plan |
Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Others | 6.83 | 5.44 |
Energy | 6.55 | 1.28 |
Industrials | 39.21 | 47.62 |
Basic Materials | 10.82 | 16 |
Financial Services | 19.99 | - |
Real Estate | 2.13 | 7.7 |
Technology | 1.43 | 0.78 |
Communication Services | 3.93 | 1.66 |
Utilities | 6.94 | 15.45 |
Consumer Cyclical | 0.5 | 4.08 |
Healthcare | 1.68 | - |
Top Comparisons
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns23.95%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.95%
Kotak Large Cap Fund - Growth
3Y Returns16.03%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns15.12%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns16.68%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns14.04%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.51%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns0%