Tata Infrastructure Fund vs HDFC Infrastructure Fund compare

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tortoise-icon HDFC Infrastructure Fund - Growth Plan

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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 HDFC Infrastructure Fund - Growth Plan Tata Infrastructure Fund-Regular Plan- Growth Option
Fund HDFC Infrastructure Fund - Growth Plan Tata Infrastructure Fund-Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2298 Cr ₹2480 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 10 Mar 2008 31 Dec 2004
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE India Infrastructure Index
Turn Over 11.39% 20.89%
Expense Ratio 2.08 2.06
Manager Dhruv Muchhal Abhinav Sharma
ISIN Code INF179K01GF8 INF277K01782
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Infrastructure Fund - Growth Plan Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month -6.53% -11.1%
6 Month 2.06% -5.37%
1 Year 34.88% 32.59%
3 Year 30.22% 23.53%
5 Year 24.02% 25.97%

SIP Return Analysis

Scheme Name HDFC Infrastructure Fund - Growth Plan Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month - -
1 Year 21.87% 18.08%
3 Year 39.26% 32.43%
5 Year 36.38% 32.9%

Rolling Lumpsum Returns

Scheme Name HDFC Infrastructure Fund - Growth Plan Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year 9.25% 13.7%
3 Year 8.76% 11.61%
5 Year 6.76% 10.81%

Risk Management

Scheme Name HDFC Infrastructure Fund - Growth Plan Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation 16.02% 13.62%
Sharp 1.66% 1.84%
Beta 0.97% 0.49%
Alpha 13.44% 8.79%

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Fund Managers

Scheme Name HDFC Infrastructure Fund - Growth Plan Tata Infrastructure Fund-Regular Plan- Growth Option
Name Dhruv Muchhal Abhinav Sharma
Total AUM ₹520687 Cr ₹5613 Cr
Fund Manage 40 3
HDFC Infrastructure Fund - Growth Plan Tata Infrastructure Fund-Regular Plan- Growth Option

Market Cap

Scheme Name

HDFC Infrastructure Fund - Growth Plan

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 10.89 2.34
Large Cap 45.35 31.36
Small Cap 36.49 41.73
Mid Cap 7.27 24.57

Sector Allocation

Scheme Name

HDFC Infrastructure Fund - Growth Plan

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 8.9 2.34
Petroleum Products 4.18 1.13
Industrial Manufacturing 3.61 3.14
Cement & Cement Products 4.8 12.76
Construction 18.65 12.87
Finance 4.34 -
Non - Ferrous Metals 1.05 -
Banks 15.75 -
Realty 1.99 7.99
Aerospace & Defense 2.77 0.83
Electrical Equipment 4.08 12.33
Transport Services 2.95 3.2
Ferrous Metals 0.75 -
Fertilizers & Agrochemicals 1.44 -
Consumer Durables 0.63 1.21
Industrial Products 2.94 13.65
Gas 3.48 0.9
Retailing 0.31 -
Auto Components 0.42 3.31
Telecom - Services 3.12 1.36
Healthcare Services 1.34 -
Transport Infrastructure 1.67 5.12
Consumable Fuels 3.69 -
Power 4.56 14.22
Chemicals & Petrochemicals 2.58 0.97
Paper, Forest & Jute Products - 1.61
Diversified - 1.06

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