Tata Infrastructure Fund vs Invesco India Infrastructure Fund compare

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tortoise-icon Invesco India Infrastructure Fund - Growth Option

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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 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) ₹1464 Cr ₹2480 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 2.1 2.06
Manager Amit Nigam Abhinav Sharma
ISIN Code INF205K01CD5 INF277K01782
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month -7.68% -11.1%
6 Month 1.28% -5.37%
1 Year 44.3% 32.59%
3 Year 24.79% 23.53%
5 Year 28.56% 25.97%

SIP Return Analysis

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month - -
1 Year 27.81% 18.08%
3 Year 37.24% 32.43%
5 Year 34.58% 32.9%

Rolling Lumpsum Returns

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year 8.93% 13.7%
3 Year 12.44% 11.61%
5 Year 12.71% 10.81%

Risk Management

Scheme Name Invesco India Infrastructure Fund - Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation 14.54% 13.62%
Sharp 1.67% 1.84%
Beta 0.49% 0.49%
Alpha 7.42% 8.79%

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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
Fund Manage 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 9.96 2.34
Large Cap 40.95 31.36
Small Cap 18.41 41.73
Mid Cap 30.68 24.57

Sector Allocation

Scheme Name

Invesco India Infrastructure Fund - Growth Option

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 1.88 2.34
Capital Goods 38.33 -
Automobile 2.33 -
Construction 10.11 12.87
Financial 2.62 -
Healthcare 3.87 -
Energy 23.57 -
Services 5.18 -
Materials 4.01 -
Chemicals 3.04 -
Communication 1.12 -
Metals & Mining 3.94 -
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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