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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) ₹1087 Cr ₹2118 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 0.57% 2.28%
6 Month -8.93% -4.17%
1 Year -3.09% 1.9%
3 Year 21.11% 21.18%
5 Year 30.34% 26.58%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
6 Month -0.78% 1.79%
1 Year -13.22% -7.36%
3 Year 19.1% 19.3%
5 Year 23% 21.54%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
1 Year 10.91% 10.03%
3 Year 12.38% 9.5%
5 Year 9.9% 7.83%

Risk Management

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth UTI Infrastructure Fund-Growth Option
Standard Deviation 17.193% 15.453%
Sharp 0.699% 0.717%
Beta 1.058% 1.003%
Alpha 4.931% 4.354%

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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 4.29 6.87
Large Cap 41.41 63.72
Small Cap 34.32 14.89
Mid Cap 19.97 14.53

Sector Allocation

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

UTI Infrastructure Fund-Growth Option

Others 2.93 6.06
Communication Services 6.23 14.52
Energy 7.31 11.23
Industrials 52.34 36.88
Financial Services 5.45 6.99
Consumer Cyclical 5.96 3.4
Technology 1.38 -
Utilities 6.24 10.64
Real Estate 2.19 3.28
Basic Materials 8.77 7
Healthcare 1.2 -

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