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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) | ₹2144 Cr | ₹2132 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 | 1.34% | 4.27% |
| 6 Month | 8.44% | 7.28% |
| 1 Year | -8.42% | 2.21% |
| 3 Year | 19.14% | 19.89% |
| 5 Year | 28.8% | 26.35% |
SIP Return Analysis
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 6 Month | -0.4% | -0.34% |
| 1 Year | 5.37% | 6.07% |
| 3 Year | 11.81% | 13.88% |
| 5 Year | 17.7% | 17.07% |
Rolling Lumpsum Returns
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 1 Year | 12.64% | 8.99% |
| 3 Year | 12.61% | 10.19% |
| 5 Year | 11.45% | 8.47% |
Risk Management
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Standard Deviation | 17.34% | 14.52% |
| Sharp | 0.73% | 0.88% |
| Beta | 0.94% | 0.88% |
| Alpha | -2.10% | -0.98% |
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 | 10.09 | 4.48 |
| Large Cap | 31.36 | 67.1 |
| Mid Cap | 17.2 | 11.78 |
| Small Cap | 41.36 | 16.64 |
Sector Allocation
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Others | 4.15 | 3.03 |
| Industrials | 48.65 | 39.26 |
| Basic Materials | 16.28 | 7.36 |
| Technology | 0.74 | 0.54 |
| Real Estate | 7.32 | 2.68 |
| Energy | 0.79 | 14 |
| Consumer Cyclical | 5.24 | 2.05 |
| Communication Services | 1.44 | 14.53 |
| Utilities | 15.37 | 10.98 |
| Financial Services | - | 5.5 |
| Healthcare | - | 0.07 |
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