Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Infrastructure Fund vs Tata Infrastructure Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon LIC MF Infrastructure Fund-Growth

Invest Now

tortoise-icon LIC MF Infrastructure Fund-Regular Plan-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 LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth
Fund Tata Infrastructure Fund-Regular Plan- Growth Option LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Risk Very High Risk Very High Risk
Asset Size (Cr) ₹2141 Cr ₹881 Cr ₹881 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 31 Dec 2004 24 Mar 2008 24 Mar 2008
Category Infrastructure Infrastructure Infrastructure
Fund Type Open Ended Open Ended Open Ended
Benchmark BSE India Infrastructure Index Nifty Infrastructure TRI Nifty Infrastructure TRI
Turn Over 20.89% % 51%
Expense Ratio 2.06 2.2 2.2
Manager Abhinav Sharma Yogesh Patil Yogesh Patil
ISIN Code INF277K01782 INF767K01501 INF767K01501
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 LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth
1 Month -9.85% -12.83% -12.83%
6 Month -23.8% -19.9% -19.9%
1 Year -5.1% 12.73% 12.73%
3 Year 18.62% 24.07% 24.07%
5 Year 21.68% 22.26% 22.26%

SIP Return Analysis

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth
6 Month - - -
1 Year -29.54% -16.86% -16.86%
3 Year 13.69% 23.63% 23.63%
5 Year 22.11% 26.77% 26.77%

Rolling Lumpsum Returns

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth
1 Year 13.88% 10.04% 10.04%
3 Year 11.89% 9.91% 9.91%
5 Year 11.08% 9.6% 9.6%

Risk Management

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth
Standard Deviation 16.404% 15.978% 15.978%
Sharp 0.843% 1.198% 1.198%
Beta 1.05% 0.951% 0.951%
Alpha 5.351% 11.424% 11.424%

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 LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth
Name Abhinav Sharma Yogesh Patil Yogesh Patil
Total AUM ₹5613 Cr ₹5898 Cr ₹5898 Cr
Fund Manage 3 7 7
Tata Infrastructure Fund-Regular Plan- Growth Option LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Regular Plan-Growth

Market Cap

Scheme Name

Tata Infrastructure Fund-Regular Plan- Growth Option

LIC MF Infrastructure Fund-Growth

LIC MF Infrastructure Fund-Regular Plan-Growth

Others 3.69 5.23 5.23
Small Cap 40.3 54.69 54.69
Large Cap 31.47 19.12 19.12
Mid Cap 24.54 21 21

Sector Allocation

Scheme Name

Tata Infrastructure Fund-Regular Plan- Growth Option

LIC MF Infrastructure Fund-Growth

LIC MF Infrastructure Fund-Regular Plan-Growth

Others 3.69 5.23 5.23
Cement & Cement Products 13.1 1.1 1.1
Realty 7.78 2.5 2.5
Electrical Equipment 13.03 16.32 16.32
Industrial Products 12.82 24.06 24.06
Construction 13.11 7 7
Paper, Forest & Jute Products 1.42 - -
Industrial Manufacturing 3.15 9.39 9.39
Petroleum Products 1.04 1.51 1.51
Aerospace & Defense 0.92 2.45 2.45
Auto Components 3.07 5.21 5.21
Telecom - Services 1.26 2.16 2.16
Consumer Durables 1.06 - -
Power 14.09 4.98 4.98
Transport Services 3.07 3.55 3.55
Diversified 1.2 - -
Chemicals & Petrochemicals 0.93 0.7 0.7
Transport Infrastructure 4.46 0.2 0.2
Gas 0.8 2.04 2.04
Finance - 6.04 6.04
Non - Ferrous Metals - 1.32 1.32
Healthcare Services - 1.79 1.79
Automobiles - 1.12 1.12
Leisure Services - 1.37 1.37

Top Comparisons

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns6.34%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns6.43%

Compare Now

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns8.37%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns7.73%

Compare Now

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns2.56%

VS

Tata Multi Asset Opportunities Fund-Regular Plan-Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

3Y Returns11.63%

Compare Now

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns7%

VS

Axis Dynamic Bond Fund - Regular Plan - Growth Option Axis Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns5.88%

Compare Now
Add to Cart Successfully