- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Infrastructure Fund vs Tata Infrastructure Fund compare
SBI Infrastructure Fund - Regular Plan - Growth
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Fund | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4867 Cr | ₹2141 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Jul 2007 | 31 Dec 2004 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Infrastructure TRI | BSE India Infrastructure Index |
| Turn Over | 43% | 20.89% |
| Expense Ratio | 1.88 | 2.06 |
| Manager | Pradeep Kesavan | Abhinav Sharma |
| ISIN Code | INF200K01CT2 | INF277K01782 |
| Exits Load | SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 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 | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -6.56% | -5.77% |
| 6 Month | -17.71% | -22.47% |
| 1 Year | -1.54% | -7.79% |
| 3 Year | 24.52% | 21.77% |
| 5 Year | 24.76% | 24.05% |
SIP Return Analysis
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -11.98% | -15.66% |
| 1 Year | -23.23% | -32.93% |
| 3 Year | 17.49% | 12.49% |
| 5 Year | 23.06% | 21.34% |
Rolling Lumpsum Returns
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 10.14% | 13.88% |
| 3 Year | 10.73% | 11.89% |
| 5 Year | 10.45% | 11.08% |
Risk Management
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.914% | 16.404% |
| Sharp | 1.171% | 0.843% |
| Beta | 0.927% | 1.05% |
| Alpha | 8.785% | 5.351% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Abhinav Sharma |
| Total AUM | ₹434274 Cr | ₹5613 Cr |
| Fund Manage | 43 | 3 |
| SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
Market Cap
| Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 8.66632 | 4.63034 |
| Large Cap | 36.16644 | 31.97554 |
| Mid Cap | 21.83834 | 20.77561 |
| Small Cap | 33.32889 | 42.61852 |
Sector Allocation
| Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 8.66632 | 4.63034 |
| Energy | 11.48638 | 1.1167 |
| Financial Services | 14.4697 | - |
| Basic Materials | 12.73531 | 15.24887 |
| Industrials | 31.9751 | 50.50672 |
| Consumer Cyclical | 3.37824 | 3.71334 |
| Communication Services | 8.5787 | 1.46483 |
| Utilities | 5.51529 | 14.51165 |
| Real Estate | 3.19495 | 7.058 |
| Technology | - | 1.74956 |
Top Comparisons
HDFC Pharma and Healthcare Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns18.54%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns22.77%
DSP Equity Opportunities Fund-Regular Plan - Growth
3Y Returns20.56%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns6.49%
Axis Ultra Short Duration Fund - Regular Plan Growth
3Y Returns6.09%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns16.5%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns17.04%
