HSBC 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 HSBC Infrastructure Fund - Regular Growth

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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 HSBC Infrastructure Fund - Regular Growth
Fund Tata Infrastructure Fund-Regular Plan- Growth Option HSBC Infrastructure Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2480 Cr ₹2780 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Dec 2004 01 Jan 2013
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark BSE India Infrastructure Index NIFTY Infrastructure TRI
Turn Over 20.89% 28%
Expense Ratio 2.06 2.04
Manager Abhinav Sharma Venugopal Manghat
ISIN Code INF277K01782 INF917K01536
Exits Load Exit load of 0.25% if redeemed within 30 days./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option HSBC Infrastructure Fund - Regular Growth
1 Month -11.1% -8.69%
6 Month -5.37% 1.91%
1 Year 32.59% 38.07%
3 Year 23.53% 24.03%
5 Year 25.97% 24.67%

SIP Return Analysis

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option HSBC Infrastructure Fund - Regular Growth
6 Month - -
1 Year 18.08% 26.91%
3 Year 32.43% 34.86%
5 Year 32.9% 33.1%

Rolling Lumpsum Returns

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option HSBC Infrastructure Fund - Regular Growth
1 Year 13.7% 8.89%
3 Year 11.61% 16.02%
5 Year 10.81% 11.14%

Risk Management

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option HSBC Infrastructure Fund - Regular Growth
Standard Deviation 13.62% 14.53%
Sharp 1.84% 1.67%
Beta 0.49% 0.78%
Alpha 8.79% 7.95%

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Fund Managers

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option HSBC Infrastructure Fund - Regular Growth
Name Abhinav Sharma Venugopal Manghat
Total AUM ₹5613 Cr ₹41442 Cr
Fund Manage 3 7
Tata Infrastructure Fund-Regular Plan- Growth Option HSBC Infrastructure Fund - Regular Growth

Market Cap

Scheme Name

Tata Infrastructure Fund-Regular Plan- Growth Option

HSBC Infrastructure Fund - Regular Growth

Others 2.34 2.67
Small Cap 41.73 37.69
Large Cap 31.36 45.29
Mid Cap 24.57 14.35

Sector Allocation

Scheme Name

Tata Infrastructure Fund-Regular Plan- Growth Option

HSBC Infrastructure Fund - Regular Growth

Others 2.34 1.48
Cement & Cement Products 12.76 -
Realty 7.99 -
Electrical Equipment 12.33 -
Industrial Products 13.65 -
Construction 12.87 18.54
Paper, Forest & Jute Products 1.61 -
Industrial Manufacturing 3.14 -
Petroleum Products 1.13 -
Aerospace & Defense 0.83 -
Auto Components 3.31 -
Telecom - Services 1.36 -
Consumer Durables 1.21 -
Power 14.22 -
Transport Services 3.2 -
Diversified 1.06 1.59
Chemicals & Petrochemicals 0.97 -
Transport Infrastructure 5.12 -
Gas 0.9 -
Communication - 3.8
Energy - 13.89
Capital Goods - 37.01
Metals & Mining - 6.08
Consumer Staples - 3.06
Services - 4.89
Financial - 2.24
Materials - 5.03
Consumer Discretionary - 0.85
Automobile - 1.54

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