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UTI Infrastructure Fund vs Tata Infrastructure Fund compare
Tata Infrastructure Fund-Regular Plan- Growth Option
UTI Infrastructure Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Fund | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2141 Cr | ₹2118 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2004 | 30 Jul 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | Nifty Infrastructure TRI |
| Turn Over | 20.89% | 15% |
| Expense Ratio | 2.06 | 2.19 |
| Manager | Abhinav Sharma | Sachin Trivedi |
| ISIN Code | INF277K01782 | INF789F01752 |
| Exits Load | Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% 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 | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 1 Month | 4.65% | 2.39% |
| 6 Month | -3.58% | 5.2% |
| 1 Year | -9.58% | 1.62% |
| 3 Year | 24.58% | 25.13% |
| 5 Year | 33.01% | 28.99% |
SIP Return Analysis
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 6 Month | 5.07% | 6.35% |
| 1 Year | -9.44% | 1.65% |
| 3 Year | 18.11% | 21.18% |
| 5 Year | 23.42% | 22.34% |
Rolling Lumpsum Returns
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 1 Year | 13.88% | 10.03% |
| 3 Year | 11.89% | 9.5% |
| 5 Year | 11.08% | 7.83% |
Risk Management
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Standard Deviation | 17.894% | 15.453% |
| Sharp | 0.641% | 0.717% |
| Beta | 1.106% | 1.003% |
| Alpha | 4.067% | 4.354% |
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Fund Managers
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Name | Abhinav Sharma | Sachin Trivedi |
| Total AUM | ₹5613 Cr | ₹7301 Cr |
| Funds Managed | 3 | 3 |
| Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
Market Cap
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Others | 4.63 | 6.87 |
| Large Cap | 31.98 | 63.72 |
| Mid Cap | 20.78 | 14.53 |
| Small Cap | 42.62 | 14.89 |
Sector Allocation
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Others | 4.63 | 6.06 |
| Industrials | 50.51 | 36.88 |
| Basic Materials | 15.25 | 7 |
| Technology | 1.75 | - |
| Real Estate | 7.06 | 3.28 |
| Energy | 1.12 | 11.23 |
| Consumer Cyclical | 3.71 | 3.4 |
| Communication Services | 1.46 | 14.52 |
| Utilities | 14.51 | 10.64 |
| Financial Services | - | 6.99 |
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