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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) | ₹1607 Cr | ₹2287 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 | -2.85% | -5.07% |
| 6 Month | 16.7% | 13.3% |
| 1 Year | -3.19% | -12.77% |
| 3 Year | 25.64% | 19.43% |
| 5 Year | 29.55% | 28.47% |
SIP Return Analysis
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 4.29% | 1.86% |
| 1 Year | 3.35% | -4.8% |
| 3 Year | 21.97% | 13.2% |
| 5 Year | 24.39% | 19.64% |
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 | 19.11% | 17.57% |
| Sharp | 1.03% | 0.86% |
| Beta | 1.22% | 1.16% |
| Alpha | 7.39% | 3.41% |
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 | 2.02 | 8.34 |
| Small Cap | 39.58 | 40.86 |
| Large Cap | 27.78 | 31.8 |
| Mid Cap | 30.62 | 19.01 |
Sector Allocation
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 1.03 | 5.26 |
| Consumer Cyclical | 8.6 | 4.12 |
| Industrials | 55.46 | 47.3 |
| Healthcare | 3.71 | - |
| Energy | 2.3 | 1.26 |
| Basic Materials | 9.93 | 17.02 |
| Real Estate | 4.39 | 7.56 |
| Utilities | 5.32 | 15.24 |
| Communication Services | 6.36 | 1.47 |
| Technology | 2.91 | 0.76 |
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