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Tata Infrastructure Fund vs LIC MF Infrastructure Fund compare
Tata Infrastructure Fund-Regular Plan- Growth Option
LIC MF Infrastructure Fund-Growth
LIC MF Infrastructure Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2136 Cr | ₹1054 Cr | ₹1054 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 31 Dec 2004 | 24 Mar 2008 | 24 Mar 2008 |
| Category | Infrastructure | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | Nifty Infrastructure TRI | Nifty Infrastructure TRI |
| Turn Over | 20.89% | % | 51% |
| Expense Ratio | 2.06 | 2.2 | 2.2 |
| Manager | Abhinav Sharma | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF277K01782 | INF767K01501 | INF767K01501 |
| Exits Load | Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -2.65% | -3.05% | -3.05% |
| 6 Month | -3.62% | -1.94% | -1.94% |
| 1 Year | -11.87% | -7.68% | -7.68% |
| 3 Year | 16.57% | 25.32% | 25.32% |
| 5 Year | 23.53% | 26.68% | 26.68% |
SIP Return Analysis
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | -2.73% | -1.89% | -1.89% |
| 1 Year | 1.52% | 7.79% | 7.79% |
| 3 Year | 8.65% | 19.94% | 19.94% |
| 5 Year | 15.5% | 22.8% | 22.8% |
Rolling Lumpsum Returns
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 12.35% | 9.01% | 9.01% |
| 3 Year | 12.94% | 10.66% | 10.66% |
| 5 Year | 11.56% | 9.97% | 9.97% |
Risk Management
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 13.62% | 20.32% | 20.32% |
| Sharp | 0.7% | 0.94% | 0.94% |
| Beta | 0.94% | 0.94% | 0.94% |
| Alpha | -2.43% | 5.17% | 5.17% |
Fund Managers
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Abhinav Sharma | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹5613 Cr | ₹5898 Cr | ₹5898 Cr |
| Funds Managed | 3 | 7 | 7 |
| Tata Infrastructure Fund-Regular Plan- Growth Option | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
LIC MF Infrastructure Fund-Growth |
LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 9.15 | 13.23 | 13.23 |
| Large Cap | 32.94 | 21.84 | 21.84 |
| Mid Cap | 17.97 | 18.5 | 18.5 |
| Small Cap | 39.93 | 46.44 | 46.44 |
Sector Allocation
| Scheme Name |
Tata Infrastructure Fund-Regular Plan- Growth Option |
LIC MF Infrastructure Fund-Growth |
LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 2.77 | 7.68 | 7.68 |
| Industrials | 49.12 | 45.19 | 45.19 |
| Basic Materials | 15.36 | 9.57 | 9.57 |
| Real Estate | 8.18 | 3.77 | 3.77 |
| Technology | 0.8 | 3.89 | 3.89 |
| Consumer Cyclical | 5.06 | 12.36 | 12.36 |
| Energy | 1.13 | 0 | 0 |
| Communication Services | 1.54 | 3.1 | 3.1 |
| Utilities | 16.04 | 4.97 | 4.97 |
| Financial Services | - | 6.3 | 6.3 |
| Healthcare | - | 3.17 | 3.17 |
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