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) | ₹2540 Cr | ₹2272 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 | -0.35% | 0.41% |
6 Month | 8.4% | 8.28% |
1 Year | -3.16% | -3.82% |
3 Year | 34.06% | 25.49% |
5 Year | 34.59% | 26.39% |
SIP Return Analysis
Scheme Name | HDFC Infrastructure Fund - Growth Plan | UTI Infrastructure Fund-Growth Option |
---|---|---|
6 Month | 9.81% | 8.36% |
1 Year | 10.59% | 8.93% |
3 Year | 26.46% | 20.07% |
5 Year | 29.46% | 21.6% |
Rolling Lumpsum Returns
Scheme Name | HDFC Infrastructure Fund - Growth Plan | UTI Infrastructure Fund-Growth Option |
---|---|---|
1 Year | 8.98% | 9.45% |
3 Year | 9.28% | 9.82% |
5 Year | 7.75% | 8.18% |
Risk Management
Scheme Name | HDFC Infrastructure Fund - Growth Plan | UTI Infrastructure Fund-Growth Option |
---|---|---|
Standard Deviation | 16.88% | 15.28% |
Sharp | 1.56% | 1.27% |
Beta | 1.10% | 1.03% |
Alpha | 10.76% | 4.75% |
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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 | 8.51 | 6.75 |
Large Cap | 50.83 | 64.74 |
Small Cap | 34.37 | 15.52 |
Mid Cap | 6.29 | 12.98 |
Sector Allocation
Scheme Name |
HDFC Infrastructure Fund - Growth Plan |
UTI Infrastructure Fund-Growth Option |
---|---|---|
Others | 6.4 | 5.38 |
Energy | 6.49 | 12.68 |
Industrials | 39.5 | 37.51 |
Basic Materials | 11.19 | 6.94 |
Financial Services | 20.04 | 5.55 |
Real Estate | 2.11 | 3.29 |
Technology | 1.52 | - |
Communication Services | 3.69 | 14.86 |
Utilities | 6.94 | 10.59 |
Consumer Cyclical | 0.49 | 3.18 |
Healthcare | 1.63 | - |
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