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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) | ₹1515 Cr | ₹2144 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 | 0.79% | 0.47% |
| 6 Month | 9.3% | 8.85% |
| 1 Year | -0.42% | -7.7% |
| 3 Year | 24.9% | 18.7% |
| 5 Year | 30.38% | 28.6% |
SIP Return Analysis
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.34% | 0.52% |
| 1 Year | 8.97% | 6.62% |
| 3 Year | 19.21% | 12.33% |
| 5 Year | 22.23% | 18.02% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 8.23% | 12.64% |
| 3 Year | 13.98% | 12.61% |
| 5 Year | 13.23% | 11.45% |
Risk Management
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 19.16% | 17.34% |
| Sharp | 0.92% | 0.73% |
| Beta | 1.00% | 0.94% |
| Alpha | 1.96% | -2.10% |
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 | 2.25 | 10.09 |
| Small Cap | 40.93 | 41.36 |
| Large Cap | 30.22 | 31.36 |
| Mid Cap | 26.6 | 17.2 |
Sector Allocation
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 0.69 | 4.15 |
| Consumer Cyclical | 9.43 | 5.24 |
| Industrials | 54.04 | 48.65 |
| Healthcare | 5.29 | - |
| Energy | 1.88 | 0.79 |
| Basic Materials | 10.28 | 16.28 |
| Real Estate | 4.89 | 7.32 |
| Utilities | 4.7 | 15.37 |
| Communication Services | 6.21 | 1.44 |
| Technology | 2.59 | 0.74 |
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