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Tata Infrastructure Fund vs Invesco India Infrastructure Fund compare
Invesco India Infrastructure Fund - Growth Option
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Fund | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1496 Cr | ₹2141 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Nov 2007 | 31 Dec 2004 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | BSE India Infrastructure Index |
| Turn Over | 55% | 20.89% |
| Expense Ratio | 2.08 | 2.06 |
| Manager | Amit Nigam | Abhinav Sharma |
| ISIN Code | INF205K01CD5 | INF277K01782 |
| Exits Load | Invesco India Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 4.9% | 3.1% |
| 6 Month | -7.74% | -14.01% |
| 1 Year | 6.23% | -5.68% |
| 3 Year | 23.96% | 20.13% |
| 5 Year | 31.54% | 31.08% |
SIP Return Analysis
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -2.28% | -3.66% |
| 1 Year | -14.34% | -21.66% |
| 3 Year | 23% | 15.47% |
| 5 Year | 25.7% | 22.37% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 9.38% | 13.88% |
| 3 Year | 12.7% | 11.89% |
| 5 Year | 12.85% | 11.08% |
Risk Management
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 18.64% | 17.894% |
| Sharp | 0.729% | 0.641% |
| Beta | 1.124% | 1.106% |
| Alpha | 6.055% | 4.067% |
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Fund Managers
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Name | Amit Nigam | Abhinav Sharma |
| Total AUM | ₹14602 Cr | ₹5613 Cr |
| Funds Managed | 13 | 3 |
| Invesco India Infrastructure Fund - Growth Option | Tata Infrastructure Fund-Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 1.91 | 4.63 |
| Large Cap | 28.88 | 31.98 |
| Small Cap | 37.47 | 42.62 |
| Mid Cap | 31.74 | 20.78 |
Sector Allocation
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 1.91 | 4.63 |
| Industrials | 58.84 | 50.51 |
| Consumer Cyclical | 8.55 | 3.71 |
| Financial Services | 1.98 | - |
| Healthcare | 3.46 | - |
| Energy | 1.95 | 1.12 |
| Utilities | 8.11 | 14.51 |
| Basic Materials | 6.3 | 15.25 |
| Communication Services | 4.1 | 1.46 |
| Real Estate | 1.64 | 7.06 |
| Technology | 3.15 | 1.75 |
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