- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Infrastructure Fund vs Tata Infrastructure Fund compare
Tata Infrastructure Fund-Regular Plan- Growth Option
UTI Infrastructure Fund-Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 1 Month | 8.97% | 8.67% |
| 6 Month | -22.56% | -14.02% |
| 1 Year | -7.96% | 2.38% |
| 3 Year | 19.32% | 19.86% |
| 5 Year | 31.98% | 29.49% |
SIP Return Analysis
| Scheme Name | Tata Infrastructure Fund-Regular Plan- Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 6 Month | -11.01% | -3.2% |
| 1 Year | -27.2% | -11.74% |
| 3 Year | 15.01% | 19.01% |
| 5 Year | 22.48% | 21.71% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 4.63 | 6.87 |
| Large Cap | 31.98 | 63.72 |
| Mid Cap | 20.78 | 14.53 |
| Small Cap | 42.62 | 14.89 |
Sector Allocation
| 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 |
Top Comparisons
SBI Magnum Constant Maturity Fund - Regular Plan - Growth
3Y Returns7.11%
DSP 10Y G-Sec Fund - Regular Plan - Growth
3Y Returns6.86%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns6.33%
HSBC Short Duration Fund - Regular Growth
3Y Returns6.08%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns7.16%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns6.84%
