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) ₹1171 Cr ₹2272 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 -1.04% -2.34%
6 Month 10.39% 8.66%
1 Year -6.37% -6.08%
3 Year 26.73% 22.4%
5 Year 30.85% 26.7%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
6 Month 8.68% 4.81%
1 Year 8.57% 4.79%
3 Year 20.93% 18.66%
5 Year 23.54% 20.81%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
1 Year 10.37% 9.45%
3 Year 12.66% 9.82%
5 Year 10.12% 8.18%

Risk Management

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
Standard Deviation 16.99% 15.28%
Sharp 1.32% 1.27%
Beta 1.08% 1.03%
Alpha 7.21% 4.75%

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 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 2.86 6.75
Large Cap 43.12 64.74
Small Cap 37.72 15.52
Mid Cap 16.29 12.98

Sector Allocation

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

UTI Infrastructure Fund-Growth Option

Others 1.76 5.38
Communication Services 6.5 14.86
Energy 6.48 12.68
Industrials 52.22 37.51
Financial Services 5.76 5.55
Consumer Cyclical 6.32 3.18
Technology 1.06 -
Utilities 5.23 10.59
Basic Materials 11.56 6.94
Healthcare 1.19 -
Real Estate 1.92 3.29

Top Comparisons

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns7.17%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns6.8%

Compare Now

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns19.46%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns17.39%

Compare Now

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns17.89%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns16.68%

Compare Now

Franklin India Floating Rate Fund - Growth Plan Franklin India Floating Rate Fund - Growth Plan

3Y Returns8.04%

VS

Tata Floating Rate Fund-Regular Plan-Growth Tata Floating Rate Fund-Regular Plan-Growth

3Y Returns7.43%

Compare Now
Add to Cart Successfully