UTI Infrastructure Fund vs HSBC Infrastructure Fund compare
UTI Infrastructure Fund-Growth Option
HSBC Infrastructure Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Fund | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2171 Cr | ₹2271 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jul 2005 | 27 Sep 2007 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Infrastructure TRI | NIFTY Infrastructure TRI |
| Turn Over | 15% | 28% |
| Expense Ratio | 2.19 | 2.02 |
| Manager | Sachin Trivedi | Venugopal Manghat |
| ISIN Code | INF789F01752 | INF917K01536 |
| Exits Load | UTI Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 1 Month | -4.19% | -6.16% |
| 6 Month | -3.56% | -7.41% |
| 1 Year | 5.82% | 1.08% |
| 3 Year | 19.16% | 20.92% |
| 5 Year | 19.11% | 22.08% |
SIP Return Analysis
| Scheme Name | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 6 Month | -4.86% | -7.64% |
| 1 Year | -5.08% | -11.47% |
| 3 Year | 8.48% | 6.16% |
| 5 Year | 13.97% | 14.75% |
Rolling Lumpsum Returns
| Scheme Name | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.67% | 7.28% |
| 3 Year | 10.48% | 16.08% |
| 5 Year | 8.64% | 11.04% |
Risk Management
| Scheme Name | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.22% | 14.53% |
| Sharp | 0.92% | 0.91% |
| Beta | 0.88% | 0.95% |
| Alpha | -1.22% | 0.81% |
Fund Managers
| Scheme Name | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Name | Sachin Trivedi | Venugopal Manghat |
| Total AUM | ₹7301 Cr | ₹41442 Cr |
| Funds Managed | 3 | 7 |
| UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
Market Cap
| Scheme Name |
UTI Infrastructure Fund-Growth Option |
HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Others | 5.46 | 4.41 |
| Large Cap | 66.61 | 59.51 |
| Small Cap | 15.79 | 24.2 |
| Mid Cap | 12.14 | 11.88 |
Sector Allocation
| Scheme Name |
UTI Infrastructure Fund-Growth Option |
HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Others | 1.78 | 1.48 |
| Communication Services | 14.5 | 9.55 |
| Energy | 14.03 | 9.53 |
| Utilities | 10.13 | 9.72 |
| Industrials | 39.96 | 52.66 |
| Basic Materials | 8.04 | 7.82 |
| Financial Services | 5.6 | 1.55 |
| Technology | 0.44 | 2.63 |
| Real Estate | 2.73 | 3.65 |
| Consumer Cyclical | 2.66 | 1.41 |
| Healthcare | 0.12 | - |
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