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 -11.1% -10.34%
6 Month -5.37% -2.48%
1 Year 32.59% 29.32%
3 Year 23.53% 18.73%
5 Year 25.97% 20.01%

SIP Return Analysis

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option UTI Infrastructure Fund-Growth Option
6 Month - -
1 Year 18.08% 15.12%
3 Year 32.43% 27.56%
5 Year 32.9% 26.55%

Rolling Lumpsum Returns

Scheme Name Tata Infrastructure Fund-Regular Plan- Growth Option UTI Infrastructure Fund-Growth Option
1 Year 13.7% 9.77%
3 Year 11.61% 9.25%
5 Year 10.81% 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 2.34 3.51
Small Cap 41.73 15.56
Large Cap 31.36 62.57
Mid Cap 24.57 18.37

Sector Allocation

Scheme Name

Tata Infrastructure Fund-Regular Plan- Growth Option

UTI Infrastructure Fund-Growth Option

Others 2.34 2.81
Cement & Cement Products 12.76 -
Realty 7.99 -
Electrical Equipment 12.33 -
Industrial Products 13.65 -
Construction 12.87 20.58
Paper, Forest & Jute Products 1.61 -
Industrial Manufacturing 3.14 -
Petroleum Products 1.13 -
Aerospace & Defense 0.83 -
Auto Components 3.31 -
Telecom - Services 1.36 -
Consumer Durables 1.21 -
Power 14.22 -
Transport Services 3.2 -
Diversified 1.06 1.3
Chemicals & Petrochemicals 0.97 -
Transport Infrastructure 5.12 -
Gas 0.9 -
Financial - 6.04
Communication - 11.03
Energy - 21.52
Capital Goods - 14.23
Metals & Mining - 1.29
Materials - 5.74
Services - 9.52
Consumer Discretionary - 2.69
Automobile - 3.26

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