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) ₹1527 Cr ₹2136 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 -3.19% -0.89%
6 Month 0.27% 1.04%
1 Year -0.7% -5.08%
3 Year 23.85% 18.2%
5 Year 27.18% 25.45%

SIP Return Analysis

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month -2.76% -0.98%
1 Year 4.6% 5.47%
3 Year 17.08% 11.25%
5 Year 20.91% 17.2%

Rolling Lumpsum Returns

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year 8.12% 12.42%
3 Year 14.47% 12.87%
5 Year 13.29% 11.52%

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 4.83 9.15
Small Cap 38.86 39.93
Large Cap 30.38 32.94
Mid Cap 25.93 17.97

Sector Allocation

Scheme Name

Invesco India Infrastructure Fund - Growth Option

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 1.12 2.77
Consumer Cyclical 9.44 5.06
Industrials 55.7 49.12
Healthcare 5.08 -
Energy 1.61 1.13
Basic Materials 10.06 16.48
Real Estate 5.28 7.06
Utilities 3.52 16.04
Communication Services 6.05 1.54
Technology 2.13 0.8

Top Comparisons

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns7.41%

VS

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns7.58%

Compare Now

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

3Y Returns9.8%

VS

Parag Parikh Conservative Hybrid Fund Regular - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth

3Y Returns11.6%

Compare Now

Bandhan Financial Services Fund - Regular (G) Bandhan Financial Services Fund - Regular (G)

3Y Returns0%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns18.51%

Compare Now

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns7.34%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.9%

Compare Now
Add to Cart Successfully