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) | ₹2132 Cr | ₹2315 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 | 3.92% | 1.99% |
| 6 Month | 6.63% | 7.14% |
| 1 Year | 3.38% | -1.55% |
| 3 Year | 20.21% | 23.4% |
| 5 Year | 26.02% | 29.53% |
SIP Return Analysis
| Scheme Name | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 6 Month | 2% | 0.28% |
| 1 Year | 11.14% | 6.51% |
| 3 Year | 16.38% | 16.84% |
| 5 Year | 18.75% | 21.17% |
Rolling Lumpsum Returns
| Scheme Name | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.99% | 8.37% |
| 3 Year | 10.19% | 16.67% |
| 5 Year | 8.47% | 12.73% |
Risk Management
| Scheme Name | UTI Infrastructure Fund-Growth Option | HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.54% | 18.00% |
| Sharp | 0.89% | 0.89% |
| Beta | 1.04% | 1.17% |
| Alpha | 3.08% | 5.06% |
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 | 4.48 | 5.53 |
| Large Cap | 67.1 | 56.95 |
| Small Cap | 16.64 | 27.01 |
| Mid Cap | 11.78 | 10.5 |
Sector Allocation
| Scheme Name |
UTI Infrastructure Fund-Growth Option |
HSBC Infrastructure Fund - Regular Growth |
|---|---|---|
| Others | 3.03 | 2.13 |
| Communication Services | 14.53 | 8.66 |
| Energy | 14 | 6.82 |
| Utilities | 10.98 | 10.1 |
| Industrials | 39.26 | 51.42 |
| Basic Materials | 7.36 | 10.17 |
| Financial Services | 5.5 | 2.64 |
| Technology | 0.54 | 4.37 |
| Real Estate | 2.68 | 1.94 |
| Consumer Cyclical | 2.05 | 1.75 |
| Healthcare | 0.07 | - |
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