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Tata Infrastructure Fund vs HSBC Infrastructure Fund compare
Tata Infrastructure Fund-Regular Plan- Growth Option
HSBC Infrastructure Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Fund | Tata Infrastructure Fund-Regular Plan- Growth Option | HSBC Infrastructure Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2224 Cr | ₹2365 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2004 | 27 Sep 2007 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | NIFTY Infrastructure TRI |
| Turn Over | 20.89% | 28% |
| Expense Ratio | 2.06 | 2.02 |
| Manager | Abhinav Sharma | Venugopal Manghat |
| ISIN Code | INF277K01782 | INF917K01536 |
| 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 | HSBC Infrastructure Fund - 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 | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 1 Month | -5.07% | -4.84% |
| 6 Month | 13.3% | 12.29% |
| 1 Year | -12.77% | -6.26% |
| 3 Year | 19.43% | 23.34% |
| 5 Year | 28.47% | 28.79% |
SIP Return Analysis
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.86% | 1.82% |
| 1 Year | -4.8% | -2.38% |
| 3 Year | 13.2% | 17.57% |
| 5 Year | 19.64% | 22.04% |
Rolling Lumpsum Returns
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.79% | 8.59% |
| 3 Year | 12.46% | 16.55% |
| 5 Year | 11.37% | 12.58% |
Risk Management
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 17.57% | 18.18% |
| Sharp | 0.86% | 0.99% |
| Beta | 1.16% | 1.16% |
| Alpha | 3.41% | 6.35% |
Fund Managers
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Name | Abhinav Sharma | Venugopal Manghat |
| Total AUM | ₹5613 Cr | ₹41442 Cr |
| Funds Managed | 3 | 7 |
| Tata Infrastructure Fund-Regular Plan- Growth Option | HSBC Infrastructure Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Others | 8.34 | 5.52 |
| Large Cap | 31.8 | 52.85 |
| Mid Cap | 19.01 | 10.02 |
| Small Cap | 40.86 | 31.6 |
Sector Allocation
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Others | 5.26 | 4.52 |
| Industrials | 47.3 | 49.8 |
| Basic Materials | 17.02 | 10.5 |
| Technology | 0.76 | 3.46 |
| Real Estate | 7.56 | 2.37 |
| Energy | 1.26 | 6.88 |
| Consumer Cyclical | 4.12 | 1.68 |
| Communication Services | 1.47 | 8.28 |
| Utilities | 15.24 | 8.19 |
| Financial Services | - | 4.31 |
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