Tata Infrastructure Fund vs HDFC Infrastructure Fund compare

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HDFC Infrastructure Fund - Growth Plan

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Tata Infrastructure Fund-Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month	-2.95%	-3.31%
6 Month	6.72%	3.63%
1 Year	-5.59%	-16.79%
3 Year	29.77%	20.92%
5 Year	35.22%	29.75%

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month	5.91%	6.24%
1 Year	5.27%	-1.98%
3 Year	23.45%	14.97%
5 Year	27.73%	20.86%

Scheme Name	HDFC Infrastructure Fund - Growth Plan	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year	8.5%	12.79%
3 Year	9.49%	12.46%
5 Year	7.95%	11.37%

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%

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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

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

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	-