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 SBI Infrastructure Fund compare

Link copied to clipboard!

tortoise-icon SBI Infrastructure Fund - Regular Plan - Growth

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 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) ₹4867 Cr ₹2141 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 6.96% 12.89%
6 Month -3.97% -7.65%
1 Year -0.76% -7.85%
3 Year 28.03% 26.19%
5 Year 31.07% 31.88%

SIP Return Analysis

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month 7.87% 9.85%
1 Year 1.71% -2.15%
3 Year 22.43% 18.94%
5 Year 24.93% 23.76%

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 15.272% 17.894%
Sharp 0.935% 0.641%
Beta 0.976% 1.106%
Alpha 7.741% 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 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

Top Comparisons

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns11.54%

VS

DSP Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns11.26%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns34.5%

VS

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

3Y Returns16.75%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns24.57%

VS

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns24.37%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns7.84%

VS

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns6.97%

Compare Now
Add to Cart Successfully