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UTI Infrastructure Fund vs Aditya Birla Sun Life Infrastructure Fund compare

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tortoise-icon Aditya Birla Sun Life Infrastructure Fund-Growth

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tortoise-icon UTI Infrastructure Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
Fund Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1136 Cr ₹2132 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 17 Mar 2006 30 Jul 2005
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark Nifty Infrastructure TRI Nifty Infrastructure TRI
Turn Over 48% 15%
Expense Ratio 2.26 2.19
Manager Dhaval Joshi Sachin Trivedi
ISIN Code INF209K01504 INF789F01752
Exits Load Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 UTI Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
1 Month 2.81% 4.27%
6 Month 12.14% 7.28%
1 Year 0.88% 2.21%
3 Year 23.7% 19.89%
5 Year 30.05% 26.35%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
6 Month 0.23% -0.78%
1 Year 9.75% 5.06%
3 Year 15.39% 13.42%
5 Year 19.55% 16.89%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
1 Year 9.57% 8.99%
3 Year 12.92% 10.19%
5 Year 10.37% 8.47%

Risk Management

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
Standard Deviation 16.32% 14.52%
Sharp 1.00% 0.88%
Beta 0.88% 0.88%
Alpha 2.46% -0.98%

Fund Managers

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
Name Dhaval Joshi Sachin Trivedi
Total AUM ₹361932 Cr ₹7301 Cr
Funds Managed 55 3
Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

UTI Infrastructure Fund-Growth Option

Others 6.38 4.48
Large Cap 42.78 67.1
Small Cap 34.82 16.64
Mid Cap 16.01 11.78

Sector Allocation

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

UTI Infrastructure Fund-Growth Option

Others 4.77 3.03
Communication Services 6.26 14.53
Energy 4.88 14
Industrials 52.61 39.26
Financial Services 6.77 5.5
Real Estate 3.29 2.68
Consumer Cyclical 4.92 2.05
Technology 0 0.54
Utilities 3.99 10.98
Basic Materials 10.81 7.36
Healthcare 1.71 0.07

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