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Invesco India Infrastructure Fund vs Tata Infrastructure Fund compare

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tortoise-icon Invesco India Infrastructure Fund - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
Fund Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1496 Cr ₹2141 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 21 Nov 2007 31 Dec 2004
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark BSE India Infrastructure Index BSE India Infrastructure Index
Turn Over 55% 20.89%
Expense Ratio 2.08 2.06
Manager Amit Nigam Abhinav Sharma
ISIN Code INF205K01CD5 INF277K01782
Exits Load Invesco India Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month 13.18% 9.49%
6 Month -16.92% -21.96%
1 Year 4.63% -5.26%
3 Year 24.08% 20.81%
5 Year 33.82% 31.81%

SIP Return Analysis

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month -8.72% -11.01%
1 Year -19.24% -27.2%
3 Year 22.54% 15.01%
5 Year 25.71% 22.48%

Rolling Lumpsum Returns

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year 9.38% 13.88%
3 Year 12.7% 11.89%
5 Year 12.85% 11.08%

Risk Management

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation 18.64% 17.894%
Sharp 0.729% 0.641%
Beta 1.124% 1.106%
Alpha 6.055% 4.067%

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Fund Managers

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
Name Amit Nigam Abhinav Sharma
Total AUM ₹14602 Cr ₹5613 Cr
Funds Managed 13 3
Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

Market Cap

Scheme Name

Invesco India Infrastructure Fund - Growth Option

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 1.91 4.63
Large Cap 28.88 31.98
Small Cap 37.47 42.62
Mid Cap 31.74 20.78

Sector Allocation

Scheme Name

Invesco India Infrastructure Fund - Growth Option

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 1.91 4.63
Industrials 58.84 50.51
Consumer Cyclical 8.55 3.71
Financial Services 1.98 -
Healthcare 3.46 -
Energy 1.95 1.12
Utilities 8.11 14.51
Basic Materials 6.3 15.25
Communication Services 4.1 1.46
Real Estate 1.64 7.06
Technology 3.15 1.75

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