UTI Infrastructure Fund vs HSBC Infrastructure Fund compare

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tortoise-icon UTI Infrastructure Fund-Growth Option

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tortoise-icon HSBC Infrastructure Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Infrastructure Fund-Growth Option HSBC Infrastructure Fund - Regular Growth
Fund UTI Infrastructure Fund-Growth Option HSBC Infrastructure Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2410 Cr ₹2780 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 2005 01 Jan 2013
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark Nifty Infrastructure TRI NIFTY Infrastructure TRI
Turn Over 15% 28%
Expense Ratio 2.15 2.04
Manager Sachin Trivedi Venugopal Manghat
ISIN Code INF789F01752 INF917K01536
Exits Load Exit load of 1% if redeemed within 30 days./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name UTI Infrastructure Fund-Growth Option HSBC Infrastructure Fund - Regular Growth
1 Month -0.27% 0.46%
6 Month 21.24% 29.55%
1 Year 54.63% 58.38%
3 Year 26.5% 33.91%
5 Year 24.9% 29.03%

SIP Return Analysis

Scheme Name UTI Infrastructure Fund-Growth Option HSBC Infrastructure Fund - Regular Growth
6 Month - -
1 Year 26.65% 31.99%
3 Year 61.42% 76.64%
5 Year 108.07% 139.38%

Rolling Lumpsum Returns

Scheme Name UTI Infrastructure Fund-Growth Option HSBC Infrastructure Fund - Regular Growth
1 Year 27.23% 32.43%
3 Year 76.58% 97.01%
5 Year 116.15% 151.89%

Risk Management

Scheme Name UTI Infrastructure Fund-Growth Option HSBC Infrastructure Fund - Regular Growth
Standard Deviation 13.22% 14.53%
Sharp 1.43% 1.67%
Beta 0.82% 0.78%
Alpha 1.78% 7.95%

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Fund Managers

Scheme Name UTI Infrastructure Fund-Growth Option HSBC Infrastructure Fund - Regular Growth
Name Sachin Trivedi Venugopal Manghat
Total AUM ₹7301 Cr ₹41442 Cr
Fund Manage 3 7
UTI Infrastructure Fund-Growth Option HSBC Infrastructure Fund - Regular Growth

Market Cap

Scheme Name

UTI Infrastructure Fund-Growth Option

HSBC Infrastructure Fund - Regular Growth

Others 3.51 2.67
Large Cap 62.57 45.29
Mid Cap 18.37 14.35
Small Cap 15.56 37.69

Sector Allocation

Scheme Name

UTI Infrastructure Fund-Growth Option

HSBC Infrastructure Fund - Regular Growth

Others 2.81 1.48
Financial 6.04 2.24
Communication 11.03 3.8
Energy 21.52 13.89
Capital Goods 14.23 37.01
Construction 20.58 18.54
Metals & Mining 1.29 6.08
Materials 5.74 5.03
Services 9.52 4.89
Consumer Discretionary 2.69 0.85
Automobile 3.26 1.54
Diversified 1.3 1.59
Consumer Staples - 3.06

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