Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Infrastructure Fund vs HSBC Infrastructure Fund compare

Link copied to clipboard!

tortoise-icon Tata Infrastructure Fund-Regular Plan- Growth Option

Invest Now

tortoise-icon HSBC Infrastructure Fund - Regular Growth

Invest Now

Chart Comparison

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

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

Top Comparisons

HDFC Balanced Advantage Fund Regular Growth HDFC Balanced Advantage Fund Regular Growth

3Y Returns18.76%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns13.11%

Compare Now

Tata Arbitrage Fund-Regular Plan-Growth Tata Arbitrage Fund-Regular Plan-Growth

3Y Returns6.95%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.85%

Compare Now

Sundaram Arbitrage Fund Regular Growth Sundaram Arbitrage Fund Regular Growth

3Y Returns6.65%

VS

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns7.19%

Compare Now

ITI Banking and Financial Services Fund Regular - Growth ITI Banking and Financial Services Fund Regular - Growth

3Y Returns12.38%

VS

Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

3Y Returns18.03%

Compare Now
Add to Cart Successfully