UTI Infrastructure Fund vs Tata Infrastructure Fund compare

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tortoise-icon Tata Infrastructure Fund-Regular Plan- Growth Option

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tortoise-icon 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) ₹2480 Cr ₹2410 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Dec 2004 01 Aug 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 2.15
Manager Abhinav Sharma Sachin Trivedi
ISIN Code INF277K01782 INF789F01752
Exits Load Exit load of 0.25% if redeemed within 30 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option UTI Infrastructure Fund-Growth Option
1 Month -1.92% -0.27%
6 Month 22.4% 21.24%
1 Year 57.71% 54.63%
3 Year 33.13% 26.5%
5 Year 30.73% 24.9%

SIP Return Analysis

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option UTI Infrastructure Fund-Growth Option
6 Month - -
1 Year 31.02% 26.65%
3 Year 76.27% 61.42%
5 Year 145.95% 108.07%

Rolling Lumpsum Returns

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option UTI Infrastructure Fund-Growth Option
1 Year 13.61% 9.67%
3 Year 11.73% 9.3%
5 Year 10.86% 7.54%

Risk Management

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option UTI Infrastructure Fund-Growth Option
Standard Deviation 13.62% 13.22%
Sharp 1.84% 1.43%
Beta 0.49% 0.82%
Alpha 8.79% 1.78%

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Fund Managers

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
Fund Manage 3 3
Tata Infrastructure Fund-Regular Plan- Growth Option UTI Infrastructure Fund-Growth Option

Market Cap

Scheme Name

Tata Infrastructure Fund-Regular Plan- Growth Option

UTI Infrastructure Fund-Growth Option

Others 4.38 3.51
Large Cap 31.22 62.57
Mid Cap 31.6 18.37
Small Cap 32.8 15.56

Sector Allocation

Scheme Name

Tata Infrastructure Fund-Regular Plan- Growth Option

UTI Infrastructure Fund-Growth Option

Others 2.37 2.81
Materials 12.78 5.74
Capital Goods 28.34 14.23
Construction 21.27 20.58
Consumer Staples 1.32 -
Energy 16.14 21.52
Communication 1.48 11.03
Metals & Mining 5.73 1.29
Diversified 1.21 1.3
Chemicals 1.16 -
Services 8.2 9.52
Financial - 6.04
Consumer Discretionary - 2.69
Automobile - 3.26

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