HDFC Infrastructure Fund Growth

• Alpha -12.05%
• Beta 1.33
• Sharpe Ratio1.17
• Std Deviation 17.64%
• Tracking Error 16.21%

To seek long-term capital appreciation/income by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from the growth and development of infrastructure. There is no assurance that the investment objective of the Scheme will be realized.

The HDFC Infrastructure Fund Growth has an AUM of 2329.22 crores & has delivered CAGR of 37.46% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.00%. The minimum investment in HDFC Infrastructure Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Icici Bank, Treps - Tri-Party Repo, Larsen And Toubro & Hdfc Bank.

The major sectors where the fund is invested are Construction Services, Regional Banks, Electric Utilities & Misc. Capital Goods.

Some of the similar funds are Franklin Build India Fund Growth, Quant Infrastructure Fund Growth, HSBC Infrastructure Fund Growth, Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth, HDFC Infrastructure Fund Growth. HDFC Infrastructure Fund Growth has a sharpe ratio of 1.17 & a standard deviation of 17.64%.