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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) | ₹5060 Cr | ₹2227 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 | 2.63% | 3.14% |
| 6 Month | 3.04% | -0.79% |
| 1 Year | -3.74% | -10.82% |
| 3 Year | 29.29% | 27.15% |
| 5 Year | 30.11% | 31.09% |
SIP Return Analysis
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 9.42% | 11.66% |
| 1 Year | 5.86% | 2.06% |
| 3 Year | 23.04% | 19.36% |
| 5 Year | 25.27% | 23.83% |
Rolling Lumpsum Returns
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 9.79% | 13.14% |
| 3 Year | 11.07% | 12.22% |
| 5 Year | 10.73% | 11.24% |
Risk Management
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.28% | 18.55% |
| Sharp | 1.22% | 0.91% |
| Beta | 0.98% | 1.15% |
| Alpha | 7.59% | 3.92% |
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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 | 8.67 | 4.63 |
| Large Cap | 36.17 | 31.98 |
| Mid Cap | 21.84 | 20.78 |
| Small Cap | 33.33 | 42.62 |
Sector Allocation
| Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 8.67 | 4.63 |
| Energy | 11.49 | 1.12 |
| Financial Services | 14.47 | - |
| Basic Materials | 12.74 | 15.25 |
| Industrials | 31.98 | 50.51 |
| Consumer Cyclical | 3.38 | 3.71 |
| Communication Services | 8.58 | 1.46 |
| Utilities | 5.52 | 14.51 |
| Real Estate | 3.19 | 7.06 |
| Technology | - | 1.75 |
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