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UTI Infrastructure Fund vs HSBC Infrastructure Fund compare

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tortoise-icon UTI Infrastructure Fund-Growth Option

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tortoise-icon HSBC Infrastructure Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 -

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