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 Invesco India Infrastructure Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Infrastructure Fund - Growth Option

Invest Now

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

Invest Now

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) ₹1496 Cr ₹2141 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 6.32% 5.95%
6 Month -5.43% -8.68%
1 Year -2.93% -11.58%
3 Year 30.82% 26.3%
5 Year 31.72% 31.25%

SIP Return Analysis

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month 12.26% 10.38%
1 Year 6.82% -1.98%
3 Year 26.89% 18.22%
5 Year 27.41% 23.22%

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 18.64% 17.894%
Sharp 0.729% 0.641%
Beta 1.124% 1.106%
Alpha 6.055% 4.067%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns23.79%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns25.92%

Compare Now

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns11.48%

VS

Axis Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns8.59%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns20.15%

VS

HDFC Hybrid Equity Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

3Y Returns16.61%

Compare Now

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns8.12%

VS

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns7.45%

Compare Now
Add to Cart Successfully