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Tata Infrastructure Fund vs Invesco India Infrastructure Fund compare

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tortoise-icon Invesco India Infrastructure Fund - Growth Option

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tortoise-icon 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 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) ₹1567 Cr ₹2227 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 2.31% 3.2%
6 Month 0.4% -2.33%
1 Year -2.72% -11.21%
3 Year 32.23% 27.33%
5 Year 31.48% 30.65%

SIP Return Analysis

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month 14.5% 11.66%
1 Year 12.5% 2.06%
3 Year 28.33% 19.36%
5 Year 28.25% 23.83%

Rolling Lumpsum Returns

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year 8.86% 13.14%
3 Year 13.18% 12.22%
5 Year 13.01% 11.24%

Risk Management

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation 19.90% 18.55%
Sharp 1.07% 0.91%
Beta 1.19% 1.15%
Alpha 7.84% 3.92%

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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 1.91 4.63
Large Cap 28.88 31.98
Small Cap 37.47 42.62
Mid Cap 31.74 20.78

Sector Allocation

Scheme Name

Invesco India Infrastructure Fund - Growth Option

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 1.91 4.63
Industrials 58.84 50.51
Consumer Cyclical 8.55 3.71
Financial Services 1.98 -
Healthcare 3.46 -
Energy 1.95 1.12
Utilities 8.11 14.51
Basic Materials 6.3 15.25
Communication Services 4.1 1.46
Real Estate 1.64 7.06
Technology 3.15 1.75

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