UTI Infrastructure Fund vs SBI Infrastructure Fund compare
SBI Infrastructure Fund - Regular Plan - Growth
UTI Infrastructure Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Fund | SBI Infrastructure Fund - Regular Plan - Growth | UTI Infrastructure Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4771 Cr | ₹2200 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Jul 2007 | 30 Jul 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Infrastructure TRI | Nifty Infrastructure TRI |
| Turn Over | 43% | 15% |
| Expense Ratio | 1.88 | 2.19 |
| Manager | Pradeep Kesavan | Sachin Trivedi |
| ISIN Code | INF200K01CT2 | INF789F01752 |
| Exits Load | SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 1 Month | -2.47% | -3.37% |
| 6 Month | -0.64% | 0.11% |
| 1 Year | -4.88% | -0.07% |
| 3 Year | 20.12% | 17.96% |
| 5 Year | 23.63% | 20.65% |
SIP Return Analysis
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 6 Month | 0.54% | 0.09% |
| 1 Year | 7.2% | 8.74% |
| 3 Year | 13.22% | 13.48% |
| 5 Year | 18.49% | 16.59% |
Rolling Lumpsum Returns
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 1 Year | 8.71% | 8.77% |
| 3 Year | 11.68% | 10.39% |
| 5 Year | 11.19% | 8.61% |
Risk Management
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Standard Deviation | 11.75% | 13.22% |
| Sharp | 0.98% | 0.87% |
| Beta | 0.86% | 0.88% |
| Alpha | 1.44% | -1.02% |
Fund Managers
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Sachin Trivedi |
| Total AUM | ₹434274 Cr | ₹7301 Cr |
| Funds Managed | 43 | 3 |
| SBI Infrastructure Fund - Regular Plan - Growth | UTI Infrastructure Fund-Growth Option |
Market Cap
| Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Others | 9.9 | 5.95 |
| Large Cap | 51.8 | 67.31 |
| Small Cap | 22.92 | 15.58 |
| Mid Cap | 15.39 | 11.15 |
Sector Allocation
| Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Others | 3.3 | 3.45 |
| Energy | 14.62 | 14 |
| Industrials | 36.14 | 39.24 |
| Financial Services | 11.78 | 5.63 |
| Basic Materials | 12.62 | 7.29 |
| Consumer Cyclical | 2.06 | 2.6 |
| Real Estate | 2.76 | 2.62 |
| Utilities | 10.78 | 9.97 |
| Communication Services | 5.95 | 14.6 |
| Technology | - | 0.48 |
| Healthcare | - | 0.13 |
Top Comparisons
ICICI Prudential MidCap Fund - Growth
3Y Returns21.7%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns23.02%
Invesco India Multicap Fund - Growth Option
3Y Returns15.97%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns17.83%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns11.31%
DSP Quant Fund - Regular Plan - Growth
3Y Returns11.47%
ICICI Prudential Constant Maturity Gilt Fund - Growth
3Y Returns8.04%
SBI Constant Maturity 10 Year Gilt Fund - Regular Plan - Growth
3Y Returns7.68%