Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Infrastructure Fund vs Aditya Birla Sun Life Infrastructure Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Infrastructure Fund-Growth

Invest Now

tortoise-icon UTI Infrastructure Fund-Growth Option

Invest Now

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) ₹1120 Cr ₹2108 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 1.79% 0.79%
6 Month 19.69% 12.74%
1 Year -5.18% -6.63%
3 Year 22.12% 17.82%
5 Year 28.55% 25.09%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
6 Month 4.06% 0.66%
1 Year 10.75% 4.83%
3 Year 18.39% 15.64%
5 Year 21.52% 18.46%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
1 Year 9.84% 9.12%
3 Year 12.78% 10.06%
5 Year 10.27% 8.36%

Risk Management

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
Standard Deviation 16.40% 14.65%
Sharp 0.94% 0.81%
Beta 1.08% 1.03%
Alpha 6.85% 3.70%

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 7.76 6.18
Large Cap 41.36 65.46
Small Cap 35.16 15.72
Mid Cap 15.72 12.63

Sector Allocation

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

UTI Infrastructure Fund-Growth Option

Others 5.45 4.78
Communication Services 6.3 14.4
Energy 4.9 12.81
Industrials 50.95 38.31
Financial Services 5.57 5.43
Real Estate 3.28 3.07
Consumer Cyclical 5.11 2.99
Technology 1.05 -
Utilities 5.11 10.97
Basic Materials 11.02 7.24
Healthcare 1.25 -

Top Comparisons

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns16.21%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns14.06%

Compare Now

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

3Y Returns0%

VS

Mirae Asset Banking and Financial Services Fund Regular Growth Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns15.32%

Compare Now

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns15.55%

VS

Canara Robeco Large Cap Fund - Regular Plan - Growth Option Canara Robeco Large Cap Fund - Regular Plan - Growth Option

3Y Returns14.64%

Compare Now

INVESCO INDIA LOW DURATION FUND - Regular - Growth INVESCO INDIA LOW DURATION FUND - Regular - Growth

3Y Returns6.46%

VS

UTI Low Duration Fund - Regular Plan - Growth Option UTI Low Duration Fund - Regular Plan - Growth Option

3Y Returns7.35%

Compare Now
Add to Cart Successfully