UTI Infrastructure Fund vs Tata Infrastructure Fund compare

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Tata Infrastructure Fund-Regular Plan- Growth Option

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UTI Infrastructure Fund-Growth Option

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Chart Comparison

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

Overview

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
Fund	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2141 Cr	₹2118 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	31 Dec 2004	30 Jul 2005
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	BSE India Infrastructure Index	Nifty Infrastructure TRI
Turn Over	20.89%	15%
Expense Ratio	2.06	2.19
Manager	Abhinav Sharma	Sachin Trivedi
ISIN Code	INF277K01782	INF789F01752
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	UTI Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
1 Month	0.75%	2.14%
6 Month	-15.92%	-5.08%
1 Year	-11.38%	1.28%
3 Year	19.67%	21.16%
5 Year	29.45%	26.46%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
6 Month	-2.26%	1.79%
1 Year	-20.82%	-7.36%
3 Year	15.52%	19.3%
5 Year	22.21%	21.54%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
1 Year	13.88%	10.03%
3 Year	11.89%	9.5%
5 Year	11.08%	7.83%

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
Standard Deviation	17.894%	15.453%
Sharp	0.641%	0.717%
Beta	1.106%	1.003%
Alpha	4.067%	4.354%

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Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
Name	Abhinav Sharma	Sachin Trivedi
Total AUM	₹5613 Cr	₹7301 Cr
Funds Managed	3	3
	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
Others	4.63	6.87
Large Cap	31.98	63.72
Mid Cap	20.78	14.53
Small Cap	42.62	14.89

Scheme Name	Tata Infrastructure Fund-Regular Plan- Growth Option	UTI Infrastructure Fund-Growth Option
Others	4.63	6.06
Industrials	50.51	36.88
Basic Materials	15.25	7
Technology	1.75	-
Real Estate	7.06	3.28
Energy	1.12	11.23
Consumer Cyclical	3.71	3.4
Communication Services	1.46	14.52
Utilities	14.51	10.64
Financial Services	-	6.99