UTI Infrastructure Fund vs HDFC Infrastructure Fund compare
HDFC Infrastructure Fund - Growth Plan
UTI Infrastructure Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Fund | HDFC Infrastructure Fund - Growth Plan | UTI Infrastructure Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2522 Cr | ₹2132 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 10 Mar 2008 | 30 Jul 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty Infrastructure TRI |
| Turn Over | 11.39% | 15% |
| Expense Ratio | 2.06 | 2.19 |
| Manager | Dhruv Muchhal | Sachin Trivedi |
| ISIN Code | INF179K01GF8 | INF789F01752 |
| Exits Load | HDFC Infrastructure Fund - 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 | HDFC Infrastructure Fund - Growth Plan | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 1 Month | 2.19% | 3.3% |
| 6 Month | 9.98% | 7.54% |
| 1 Year | 3.1% | 3.37% |
| 3 Year | 27.5% | 19.62% |
| 5 Year | 34.74% | 25.72% |
SIP Return Analysis
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 6 Month | 3.18% | 3.42% |
| 1 Year | 15.59% | 13.46% |
| 3 Year | 21.39% | 16.43% |
| 5 Year | 25.73% | 18.55% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 1 Year | 8.1% | 8.99% |
| 3 Year | 9.64% | 10.19% |
| 5 Year | 8.15% | 8.47% |
Risk Management
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Standard Deviation | 16.01% | 14.52% |
| Sharp | 1.24% | 0.88% |
| Beta | 0.87% | 0.88% |
| Alpha | 6.14% | -0.98% |
Fund Managers
| Scheme Name | HDFC Infrastructure Fund - Growth Plan | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Sachin Trivedi |
| Total AUM | ₹520687 Cr | ₹7301 Cr |
| Funds Managed | 40 | 3 |
| HDFC Infrastructure Fund - Growth Plan | UTI Infrastructure Fund-Growth Option |
Market Cap
| Scheme Name |
HDFC Infrastructure Fund - Growth Plan |
UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Others | 10.96 | 4.48 |
| Large Cap | 49.89 | 67.1 |
| Mid Cap | 6.63 | 11.78 |
| Small Cap | 32.53 | 16.64 |
Sector Allocation
| Scheme Name |
HDFC Infrastructure Fund - Growth Plan |
UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Others | 8.47 | 3.03 |
| Energy | 6.49 | 14 |
| Basic Materials | 10.34 | 7.36 |
| Industrials | 38.53 | 39.26 |
| Financial Services | 19.18 | 5.5 |
| Real Estate | 2.48 | 2.68 |
| Technology | 1.57 | 0.54 |
| Communication Services | 3.63 | 14.53 |
| Utilities | 7.05 | 10.98 |
| Consumer Cyclical | 0.49 | 2.05 |
| Healthcare | 1.76 | 0.07 |
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