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Tata Infrastructure Fund vs Aditya Birla Sun Life Infrastructure Fund compare

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tortoise-icon Aditya Birla Sun Life Infrastructure Fund-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 Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Fund Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1087 Cr ₹2141 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 17 Mar 2006 31 Dec 2004
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark Nifty Infrastructure TRI BSE India Infrastructure Index
Turn Over 48% 20.89%
Expense Ratio 2.26 2.06
Manager Dhaval Joshi Abhinav Sharma
ISIN Code INF209K01504 INF277K01782
Exits Load Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth charges 1.0% 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 Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month 11.17% 8.97%
6 Month -15.87% -22.56%
1 Year 0.54% -7.96%
3 Year 21.03% 19.32%
5 Year 33.8% 31.98%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month -6.54% -11.01%
1 Year -16.63% -27.2%
3 Year 19.51% 15.01%
5 Year 23.85% 22.48%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year 10.91% 13.88%
3 Year 12.38% 11.89%
5 Year 9.9% 11.08%

Risk Management

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation 17.193% 17.894%
Sharp 0.699% 0.641%
Beta 1.058% 1.106%
Alpha 4.931% 4.067%

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Fund Managers

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Name Dhaval Joshi Abhinav Sharma
Total AUM ₹361932 Cr ₹5613 Cr
Funds Managed 55 3
Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 4.29 4.63
Large Cap 41.41 31.98
Small Cap 34.32 42.62
Mid Cap 19.97 20.78

Sector Allocation

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 2.93 4.63
Communication Services 6.23 1.46
Energy 7.31 1.12
Industrials 52.34 50.51
Financial Services 5.45 -
Consumer Cyclical 5.96 3.71
Technology 1.38 1.75
Utilities 6.24 14.51
Real Estate 2.19 7.06
Basic Materials 8.77 15.25
Healthcare 1.2 -

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