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Tata Infrastructure Fund vs Invesco India Infrastructure Fund compare
Invesco India Infrastructure Fund - Growth Option
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Fund | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1524 Cr | ₹2138 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Nov 2007 | 31 Dec 2004 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | BSE India Infrastructure Index |
| Turn Over | 55% | 20.89% |
| Expense Ratio | 2.08 | 2.06 |
| Manager | Amit Nigam | Abhinav Sharma |
| ISIN Code | INF205K01CD5 | INF277K01782 |
| Exits Load | Invesco India Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 4.08% | 4.16% |
| 6 Month | 23.22% | 17.99% |
| 1 Year | -4.19% | -12.39% |
| 3 Year | 25.5% | 18.85% |
| 5 Year | 29.9% | 28.79% |
SIP Return Analysis
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 3.87% | 2.4% |
| 1 Year | 10.42% | 3.82% |
| 3 Year | 22.55% | 14.18% |
| 5 Year | 24.4% | 19.72% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 8.44% | 12.79% |
| 3 Year | 13.65% | 12.46% |
| 5 Year | 13.12% | 11.37% |
Risk Management
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 19.27% | 17.49% |
| Sharp | 0.90% | 0.65% |
| Beta | 1.24% | 1.16% |
| Alpha | 7.50% | 2.31% |
Fund Managers
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Name | Amit Nigam | Abhinav Sharma |
| Total AUM | ₹14602 Cr | ₹5613 Cr |
| Funds Managed | 13 | 3 |
| Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 1.54 | 7.36 |
| Small Cap | 39.72 | 42.05 |
| Large Cap | 29.5 | 32.34 |
| Mid Cap | 29.24 | 18.25 |
Sector Allocation
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 0.21 | 4.22 |
| Consumer Cyclical | 8.42 | 5.34 |
| Industrials | 55.7 | 47.3 |
| Healthcare | 5.03 | - |
| Energy | 1.8 | 1.17 |
| Basic Materials | 9.88 | 16.95 |
| Real Estate | 4.77 | 7.44 |
| Utilities | 5.01 | 15.39 |
| Communication Services | 6.21 | 1.43 |
| Technology | 2.97 | 0.75 |
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