HSBC Infrastructure Fund vs Tata Infrastructure Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Infrastructure Fund - Regular Growth

Invest Now

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 -1.92% 0.46%
6 Month 22.4% 29.55%
1 Year 57.71% 58.38%
3 Year 33.13% 33.91%
5 Year 30.73% 29.03%

SIP Return Analysis

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option HSBC Infrastructure Fund - Regular Growth
6 Month - -
1 Year 31.02% 31.99%
3 Year 76.27% 76.64%
5 Year 145.95% 139.38%

Rolling Lumpsum Returns

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option HSBC Infrastructure Fund - Regular Growth
1 Year 13.61% 8.39%
3 Year 11.73% 14.81%
5 Year 10.86% 9.71%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.38 2.67
Large Cap 31.22 45.29
Mid Cap 31.6 14.35
Small Cap 32.8 37.69

Sector Allocation

Scheme Name

Tata Infrastructure Fund-Regular Plan- Growth Option

HSBC Infrastructure Fund - Regular Growth

Others 2.37 1.48
Materials 12.78 5.03
Capital Goods 28.34 37.01
Construction 21.27 18.54
Consumer Staples 1.32 3.06
Energy 16.14 13.89
Communication 1.48 3.8
Metals & Mining 5.73 6.08
Diversified 1.21 1.59
Chemicals 1.16 -
Services 8.2 4.89
Financial - 2.24
Consumer Discretionary - 0.85
Automobile - 1.54

Top Comparisons

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns0%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Bajaj Finserv Arbitrage Fund Regular - Growth Bajaj Finserv Arbitrage Fund Regular - Growth

3Y Returns0%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns5.75%

Compare Now

HDFC Medium Term Debt Fund - Growth Option HDFC Medium Term Debt Fund - Growth Option

3Y Returns5.54%

VS

Nippon India Strategic Debt Fund - Growth Option Nippon India Strategic Debt Fund - Growth Option

3Y Returns5.14%

Compare Now

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns5.73%

VS

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns5.73%

Compare Now
Request call back
Add to Cart Successfully