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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) | ₹2069 Cr | ₹2200 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 | -2% | -1.99% |
| 6 Month | -6.22% | -2.55% |
| 1 Year | -6.96% | 3.71% |
| 3 Year | 17.99% | 19.07% |
| 5 Year | 22.04% | 20.61% |
SIP Return Analysis
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 6 Month | -1.84% | 0.78% |
| 1 Year | 2.28% | 7.5% |
| 3 Year | 8.4% | 13.1% |
| 5 Year | 15.51% | 16.64% |
Rolling Lumpsum Returns
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 1 Year | 12.28% | 8.77% |
| 3 Year | 12.98% | 10.39% |
| 5 Year | 11.57% | 8.61% |
Risk Management
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.62% | 13.22% |
| Sharp | 0.7% | 0.87% |
| Beta | 0.94% | 0.88% |
| Alpha | -2.43% | -1.02% |
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 | 10.63 | 5.95 |
| Large Cap | 34.03 | 67.31 |
| Mid Cap | 18.48 | 11.15 |
| Small Cap | 36.86 | 15.58 |
Sector Allocation
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Others | 4.38 | 3.45 |
| Industrials | 47.73 | 39.24 |
| Basic Materials | 15.23 | 7.29 |
| Real Estate | 8.06 | 2.62 |
| Technology | 0.78 | 0.48 |
| Consumer Cyclical | 5.04 | 2.6 |
| Energy | 1.17 | 14 |
| Communication Services | 1.75 | 14.6 |
| Utilities | 15.87 | 9.97 |
| Financial Services | - | 5.63 |
| Healthcare | - | 0.13 |
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