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Tata Infrastructure Fund vs SBI Infrastructure Fund compare

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tortoise-icon SBI Infrastructure Fund - Regular Plan - 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 SBI Infrastructure Fund - Regular Plan - Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Fund SBI Infrastructure Fund - Regular Plan - Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4867 Cr ₹2141 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Jul 2007 31 Dec 2004
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark Nifty Infrastructure TRI BSE India Infrastructure Index
Turn Over 43% 20.89%
Expense Ratio 1.88 2.06
Manager Pradeep Kesavan Abhinav Sharma
ISIN Code INF200K01CT2 INF277K01782
Exits Load SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% 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 SBI Infrastructure Fund - Regular Plan - Growth Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month 8.59% 7.85%
6 Month -11.12% -18.92%
1 Year 2.29% -6.68%
3 Year 22.7% 18.87%
5 Year 30.87% 29.97%

SIP Return Analysis

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month -0.25% -3.66%
1 Year -9.84% -21.66%
3 Year 21.39% 15.47%
5 Year 24.82% 22.37%

Rolling Lumpsum Returns

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year 10.14% 13.88%
3 Year 10.73% 11.89%
5 Year 10.45% 11.08%

Risk Management

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation 15.272% 17.894%
Sharp 0.935% 0.641%
Beta 0.976% 1.106%
Alpha 7.741% 4.067%

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Fund Managers

Scheme Name SBI Infrastructure Fund - Regular Plan - Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Name Pradeep Kesavan Abhinav Sharma
Total AUM ₹434274 Cr ₹5613 Cr
Funds Managed 43 3
SBI Infrastructure Fund - Regular Plan - Growth Tata Infrastructure Fund-Regular Plan- Growth Option

Market Cap

Scheme Name

SBI Infrastructure Fund - Regular Plan - Growth

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 8.67 4.63
Large Cap 36.17 31.98
Mid Cap 21.84 20.78
Small Cap 33.33 42.62

Sector Allocation

Scheme Name

SBI Infrastructure Fund - Regular Plan - Growth

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 8.67 4.63
Energy 11.49 1.12
Financial Services 14.47 -
Basic Materials 12.74 15.25
Industrials 31.98 50.51
Consumer Cyclical 3.38 3.71
Communication Services 8.58 1.46
Utilities 5.52 14.51
Real Estate 3.19 7.06
Technology - 1.75

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