UTI Infrastructure Fund vs Tata Infrastructure Fund compare

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Tata Infrastructure Fund-Regular Plan- Growth Option

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UTI Infrastructure Fund-Growth Option

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Chart Comparison

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

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)	₹2287 Cr	₹2272 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

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
1 Month	-1.09%	-2.34%
6 Month	8.03%	8.66%
1 Year	-14.79%	-6.08%
3 Year	22.38%	22.4%
5 Year	30.47%	26.7%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
6 Month	7.95%	4.81%
1 Year	2.03%	4.79%
3 Year	17.33%	18.66%
5 Year	22.39%	20.81%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
1 Year	13.14%	9.45%
3 Year	12.22%	9.82%
5 Year	11.24%	8.18%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
Standard Deviation	18.17%	15.28%
Sharp	1.07%	1.27%
Beta	1.16%	1.03%
Alpha	2.94%	4.75%

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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

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
Others	8	6.75
Large Cap	31.8	64.74
Mid Cap	19.16	12.98
Small Cap	41.04	15.52

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
Others	5.44	5.38
Industrials	47.62	37.51
Basic Materials	16	6.94
Technology	0.78	-
Real Estate	7.7	3.29
Energy	1.28	12.68
Consumer Cyclical	4.08	3.18
Communication Services	1.66	14.86
Utilities	15.45	10.59
Financial Services	-	5.55