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UTI Infrastructure Fund vs Tata Infrastructure Fund compare

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tortoise-icon Tata Infrastructure Fund-Regular Plan- Growth Option

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tortoise-icon 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) ₹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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