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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