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 | -3.7% | -5.59% |
| 6 Month | -3.84% | -8.53% |
| 1 Year | 5% | -1.28% |
| 3 Year | 17.74% | 19.71% |
| 5 Year | 19.05% | 21.8% |
SIP Return Analysis
| Scheme Name | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.59% | -3.86% |
| 1 Year | 2.87% | -1.67% |
| 3 Year | 10.92% | 9.25% |
| 5 Year | 15.23% | 16.34% |
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 | - |
Top Comparisons
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.49%
Tata Focused Fund-Regular Plan-Growth
3Y Returns13.72%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.08%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.84%
PGIM India Corporate Bond Fund - Growth
3Y Returns6.88%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.3%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns13.73%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns18.97%