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) | ₹2221 Cr | ₹2372 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 | 0.05% | -0.91% |
| 6 Month | 3.68% | -0.16% |
| 1 Year | 4.52% | -5.32% |
| 3 Year | 19.1% | 22.49% |
| 5 Year | 22.9% | 26.46% |
SIP Return Analysis
| Scheme Name | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.14% | -0.46% |
| 1 Year | 11.47% | 5.43% |
| 3 Year | 15.78% | 15.22% |
| 5 Year | 18.3% | 20.17% |
Rolling Lumpsum Returns
| Scheme Name | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.85% | 7.53% |
| 3 Year | 10.35% | 15.92% |
| 5 Year | 8.59% | 10.9% |
Risk Management
| Scheme Name | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.22% | 18.01% |
| Sharp | 0.94% | 0.91% |
| Beta | 0.87% | 0.93% |
| Alpha | -0.68% | 1.74% |
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 | 5.95 | 5.14 |
| Large Cap | 66.85 | 57.48 |
| Small Cap | 15.84 | 26.47 |
| Mid Cap | 11.36 | 10.9 |
Sector Allocation
| Scheme Name |
UTI Infrastructure Fund-Growth Option |
HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Others | 3.5 | 1.81 |
| Communication Services | 14.33 | 9.24 |
| Energy | 14.28 | 7.9 |
| Utilities | 10.17 | 9.7 |
| Industrials | 39.03 | 52.16 |
| Basic Materials | 7.46 | 9.65 |
| Financial Services | 5.42 | 2.53 |
| Technology | 0.54 | 3.23 |
| Real Estate | 2.94 | 2.09 |
| Consumer Cyclical | 2.19 | 1.69 |
| Healthcare | 0.14 | - |
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