SBI Infrastructure Fund vs Tata Infrastructure Fund compare

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tortoise-icon SBI Infrastructure Fund - Regular Plan - Growth

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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 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) ₹3835 Cr ₹2480 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 1.94 2.06
Manager Pradeep Kesavan Abhinav Sharma
ISIN Code INF200K01CT2 INF277K01782
Exits Load Exit load of 0.50% if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month -8.83% -11.1%
6 Month 1.11% -5.37%
1 Year 30.07% 32.59%
3 Year 24.09% 23.53%
5 Year 25.1% 25.97%

SIP Return Analysis

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month - -
1 Year 17.6% 18.08%
3 Year 33.02% 32.43%
5 Year 31.82% 32.9%

Rolling Lumpsum Returns

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year 9.9% 13.7%
3 Year 10.46% 11.61%
5 Year 10.25% 10.81%

Risk Management

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation 11.75% 13.62%
Sharp 1.92% 1.84%
Beta 0.74% 0.49%
Alpha 8.04% 8.79%

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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 10.55 2.34
Large Cap 37.47 31.36
Small Cap 34.08 41.73
Mid Cap 17.9 24.57

Sector Allocation

Scheme Name

SBI Infrastructure Fund - Regular Plan - Growth

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 7.17 2.34
Materials 12.16 -
Energy 15.91 -
Metals & Mining 13.2 -
Construction 13.63 12.87
Services 6.62 -
Chemicals 2.4 -
Financial 7.45 -
Capital Goods 8.87 -
Consumer Discretionary 4.22 -
Automobile 2.12 -
Communication 6.25 -
Cement & Cement Products - 12.76
Realty - 7.99
Electrical Equipment - 12.33
Industrial Products - 13.65
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
Chemicals & Petrochemicals - 0.97
Transport Infrastructure - 5.12
Gas - 0.9

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