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Tata Infrastructure Fund vs SBI Infrastructure Fund compare
SBI Infrastructure Fund - Regular Plan - Growth
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Fund | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4836 Cr | ₹2138 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Jul 2007 | 31 Dec 2004 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Infrastructure TRI | BSE India Infrastructure Index |
| Turn Over | 43% | 20.89% |
| Expense Ratio | 1.88 | 2.06 |
| Manager | Pradeep Kesavan | Abhinav Sharma |
| ISIN Code | INF200K01CT2 | INF277K01782 |
| Exits Load | SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 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 | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 1.79% | 3.29% |
| 6 Month | 11.09% | 15.71% |
| 1 Year | -10.59% | -12.09% |
| 3 Year | 21.72% | 18.84% |
| 5 Year | 26.69% | 28.73% |
SIP Return Analysis
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.85% | 2.4% |
| 1 Year | -0.63% | 3.82% |
| 3 Year | 15.36% | 14.18% |
| 5 Year | 20.31% | 19.72% |
Rolling Lumpsum Returns
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 9.43% | 12.79% |
| 3 Year | 11.31% | 12.46% |
| 5 Year | 10.98% | 11.37% |
Risk Management
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.10% | 17.49% |
| Sharp | 0.91% | 0.65% |
| Beta | 1.04% | 1.16% |
| Alpha | 5.48% | 2.31% |
Fund Managers
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Abhinav Sharma |
| Total AUM | ₹434274 Cr | ₹5613 Cr |
| Funds Managed | 43 | 3 |
| SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
Market Cap
| Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 8.02 | 7.36 |
| Large Cap | 48.1 | 32.34 |
| Mid Cap | 18.69 | 18.25 |
| Small Cap | 25.19 | 42.05 |
Sector Allocation
| Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 2.7 | 4.22 |
| Energy | 10.26 | 1.17 |
| Industrials | 33.02 | 47.3 |
| Financial Services | 17.09 | - |
| Basic Materials | 14.95 | 16.95 |
| Consumer Cyclical | 3.08 | 5.34 |
| Real Estate | 2.75 | 7.44 |
| Communication Services | 8.07 | 1.43 |
| Utilities | 8.09 | 15.39 |
| Technology | - | 0.75 |
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