Quant Infrastructure Fund vs HDFC Infrastructure Fund: Which Of The 2 Infra Is Best For Investment?

Hey there, future investor! Ready to navigate the world of Infrastructure sectoral funds? Suppose you’ve set your sights on the HDFC Infrastructure Fund vs Quant Infrastructure Fund. In that case, you’re about to embark on a journey of financial enlightenment. In this article, we’re your guides, here to break down the nitty-gritty details of these two mutual funds. Get ready to roll up your sleeves and dive deep into the world of investment because, by the end of this ride, you’ll be equipped with the knowledge to make savvy investment decisions that could shape your financial future. Strap in, and let’s get started!

Market Overview and Trends

Infrastructure Sector Performance

Let’s kick things off by taking a closer look at the performance of the infrastructure sector. The Nifty Infrastructure Index has shown impressive returns over the past years, with a staggering 1-year return of 65.46% and a remarkable 5-year return of 163.55%. These figures underscore the sector’s potential for growth and profitability, making it an attractive option for investors seeking long-term gains.

New Investments in the Infrastructure Sector

Now, let’s dive deeper into the data to better understand investment trends in the infrastructure sector. The table below presents new investments in various sub-sectors of infrastructure from FY17 to FY21:

Sub-Sectors	FY17	FY18	FY19	FY20	FY21
Roads	43.043	68.302	41.405	16.51	27.222
Railways	45.89	22.269	32.032	13.325	1.703
Power Distribution	5.824	1.235	12.623	0.494	2.249
Power	21.138	13.572	24.934	16.679	13.039
Real Estate	14.69	19.305	17.407	17.342	12.558
Manufacturing	44.746	41.392	87.269	23.114	35.113
Mining	6.747	9.477	13.156	8.736	8.125

Source: IBEF

Key Insights:

• Roads and railways have consistently attracted substantial investments, highlighting their importance in India’s infrastructure landscape.
• Power distribution saw a significant investment increase from FY19 to FY20, indicating efforts to improve electricity accessibility and reliability.
• Real estate and manufacturing sectors also received considerable investments, reflecting their pivotal role in economic growth and employment.

Key Takeaways

• The infrastructure sector in India offers lucrative investment opportunities backed by robust government initiatives, growing demand, and a favourable investment climate.
• Investors can capitalize on the sector’s growth potential by diversifying their portfolios and focusing on crucial sub-sectors such as roads, railways, power, and real estate.
• Public-private partnerships and international investments are expected to accelerate infrastructure development and foster economic growth in the coming years.

Investment Style 

Quant Infrastructure Fund vs. HDFC Infrastructure Fund

When it comes to investment style, understanding how a fund operates is crucial. Let’s take a look at the investment styles of Quant Infrastructure Fund and HDFC Infrastructure Fund:

Quant Infrastructure Fund: Blend

Quant Infrastructure Fund adopts a blend investment style, implying a balanced approach towards growth and value investments within the infrastructure sector. This strategy aims to capture opportunities across various infrastructure market segments, optimizing returns while managing risks effectively.

HDFC Infrastructure Fund: Growth

On the other hand, the HDFC Infrastructure Fund follows a growth investment style, focusing primarily on investing in stocks with high growth potential within the infrastructure sector. This approach aims for capital appreciation over the long term, targeting companies expected to experience significant expansion and profitability.

Returns Analysis

Analyzing the returns of mutual funds is pivotal for assessing their performance and potential profitability. Let’s compare the trailing returns of Quant Infrastructure Fund and HDFC Infrastructure Fund as of 28th March 2024 across different investment periods:

Trailing Returns

Trailing Returns (NAV as of 28th March 2024)

Period Invested for	Quant Infrastructure Fund	HDFC Infrastructure Fund
1 Year	79.18%	84.66%
2 Year	35.55%	45.38%
3 Year	43.08%	38.89%
5 Year	35.94%	20.34%
10 Year	24.37%	15.66%

Data Analysis:

• Over the 1 year, both funds have demonstrated robust returns, with HDFC Infrastructure Fund slightly outperforming Quant Infrastructure Fund by 5.48%.
• However, Quant Infrastructure Fund has shown more consistency over longer investment horizons, outperforming HDFC Infrastructure Fund over 2, 3, 5, and 10-year periods.
• Quant Infrastructure Fund has significantly higher returns over the 5 and 10-year periods, indicating its potential for sustained growth and performance stability.

Lumpsum Investment Value

Apart from trailing returns, evaluating the lump sum investment value can provide insights into mutual funds’ overall growth and wealth accumulation potential. Let’s compare the lump sum investment values of Quant Infrastructure Fund and HDFC Infrastructure Fund across different investment periods:

Lumpsum Investment Value (NAV as of 28th March 2024)

Period Invested for	Quant Infrastructure Fund	HDFC Infrastructure Fund
1 Year	17975.8	18558.9
2 Year	18387.9	21178.3
3 Year	29318.5	26839.8
5 Year	46500.3	25259.4
10 Year	88675	42887

Data Analysis:

• Despite slightly lower trailing returns over the 1 year, Quant Infrastructure Fund has generated lump sum investment values comparable to those of HDFC Infrastructure Fund.
• Over longer investment horizons of 3, 5, and 10 years, Quant Infrastructure Fund has consistently outperformed HDFC Infrastructure Fund, reflecting its superior wealth accumulation potential.
• Quant Infrastructure Fund exhibits substantial growth in lump sum investment value over the 10 years, indicating its ability to generate significant wealth over extended periods.

• Investment Style: While Quant Infrastructure Fund adopts a blend investment style, HDFC Infrastructure Fund focuses on growth. Investors can select based on their risk appetite and investment objectives.
• Returns Analysis: Quant Infrastructure Fund demonstrates higher consistency and superior returns over more extended investment periods than HDFC Infrastructure Fund. It showcases the potential for sustained growth and performance stability.
• Lumpsum Investment Value: Despite comparable short-term performance, Quant Infrastructure Fund offers higher wealth accumulation potential over extended investment horizons, making it an attractive option for long-term investors.

SIP Returns

When evaluating SIP returns, it’s essential to assess the performance of mutual funds over different investment durations. Here’s a comparison of SIP returns for Quant Infrastructure Fund and HDFC Infrastructure Fund as of 28th March 2024:

SIP RETURNS (NAV as of 28th March 2024)

Period Invested for	Quant Infrastructure Fund	HDFC Infrastructure Fund
1 Year	94.14%	77.64%
2 Year	55.02%	57.93%
3 Year	43.19%	45.08%
5 Year	45.63%	36.72%
10 Year	27.71%	18.16%

Data Analysis:

• Over the 1-year SIP period, both funds have delivered impressive returns, with Quant Infrastructure Fund outperforming HDFC Infrastructure Fund by 16.5%.
• Quant Infrastructure Fund maintains a competitive edge over HDFC Infrastructure Fund across all SIP durations, demonstrating superior returns over 2, 3, 5, and 10-year periods.
• Notably, Quant Infrastructure Fund exhibits higher SIP returns, indicating its potential for generating substantial wealth through systematic investments over the long term.

SIP Investment Value

Assessing the SIP investment value provides a clearer picture of wealth accumulation potential over time. Let’s compare the SIP investment values for Quant Infrastructure Fund and HDFC Infrastructure Fund across different investment periods:

SIP Investment Value (NAV as of 28th March 2024)

Period Invested for	Investments	Quant Infrastructure Fund	HDFC Infrastructure Fund
1 Year	12000	17510.03	16609.37
2 Year	24000	39119.07	39998.17
3 Year	36000	65687.65	67267.57
5 Year	60000	180030.38	146859.73
10 Year	120000	522959.38	311935.45

Data Analysis:

• Despite competitive SIP returns, Quant Infrastructure Fund demonstrates higher SIP investment values than HDFC Infrastructure Fund across all investment periods.
• Over longer SIP durations, Quant Infrastructure Fund exhibits substantial wealth accumulation potential, outpacing HDFC Infrastructure Fund significantly.
• Notably, the SIP investment value of Quant Infrastructure Fund showcases robust growth over the 10 years, highlighting its ability to generate substantial wealth through systematic investments.

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CAGR (Compounded Annual Growth Rate)

CAGR provides a standardized method for comparing the annual growth rates of investments over multiple periods. Let’s analyze the CAGR of Quant Infrastructure Fund and HDFC Infrastructure Fund across different investment durations:

CAGR

Category	1 Y	3 Y	5 Y
Quant Infrastructure Fund	76.42%	44.76%	37.76%
HDFC Infrastructure Fund	80.47%	36.69%	22.46%

Data Analysis:

• Quant Infrastructure Fund demonstrates competitive CAGR across all categories, indicating robust growth rates over different investment durations.
• While HDFC Infrastructure Fund exhibits a higher CAGR for the 1 year, Quant Infrastructure Fund maintains a superior CAGR over longer investment horizons.
• Quant Infrastructure Fund showcases higher CAGR over the 3, 5, and 9-year periods, reflecting its potential for sustained growth and wealth creation.

Rolling Returns

Rolling returns provide insights into a fund’s historical performance variability. Let’s analyze the rolling returns of Quant Infrastructure Fund and HDFC Infrastructure Fund across different investment durations:

Rolling Returns

Category	1 Y	3 Y	5 Y
Quant Infrastructure Fund	26.93%	21.20%	17.39%
HDFC Infrastructure Fund	17.77%	10.75%	6.23%

Data Analysis:

• Quant Infrastructure Fund demonstrates higher rolling returns across all categories, indicating greater consistency and performance stability than HDFC Infrastructure Fund.
• Over the 1, 3, and 9-year periods, Quant Infrastructure Fund consistently outperforms HDFC Infrastructure Fund, reflecting its ability to deliver consistent returns across different market conditions.
• Notably, Quant Infrastructure Fund showcases substantially higher rolling returns over the 5 years, highlighting its potential for sustained performance over the long term.

Key Takeaways

• SIP Returns: Quant Infrastructure Fund offers superior SIP returns compared to HDFC Infrastructure Fund across all investment durations, indicating its potential for generating wealth through systematic investments.
• SIP Investment Value: Despite competitive SIP returns, Quant Infrastructure Fund demonstrates higher investment values, showcasing its ability to accumulate substantial wealth over time.
• CAGR: Quant Infrastructure Fund exhibits competitive CAGR across all categories, reflecting its potential for sustained growth and wealth creation over different investment horizons.
• Rolling Returns: Quant Infrastructure Fund outperforms HDFC Infrastructure Fund in rolling returns, showcasing greater consistency and performance stability.

Annualized/Calendar Year Returns

Assessing annualized returns is crucial for understanding a mutual fund’s performance over specific calendar years. Let’s compare the annualized returns of Quant Infrastructure Fund and HDFC Infrastructure Fund as of 28th March 2024:

Annualised/Calendar Year Returns (NAV as of 28th March 2024)

Period	Quant Infrastructure Fund	HDFC Infrastructure Fund
2023	57.14%	75.48%
2022	-3.13%	-1.45%
2021	-5.43%	-1.10%
2020	52.56%	44.38%
2019	-13.52%	-28.34%
2018	4.35%	-2.75%
2017	34.01%	-6.82%
2016	84.20%	44.17%
2015	15.37%	20.16%
2014	34.72%	56.54%

Data Analysis:

• Quant Infrastructure Fund and HDFC Infrastructure Fund have showcased impressive annualized returns over various calendar years.
• In 2023, the HDFC Infrastructure Fund exhibited higher returns than the Quant Infrastructure Fund. In contrast, in 2020, the Quant Infrastructure Fund outperformed the HDFC Infrastructure Fund.
• Notably, both funds experienced negative returns in 2019, with the Quant Infrastructure Fund having a lower decline than the HDFC Infrastructure Fund.
• Quant Infrastructure Fund demonstrated exceptional performance in 2016, outpacing HDFC Infrastructure Fund significantly.

Annualized Returns

Let’s delve deeper into the performance analysis of Quant Infrastructure Fund and HDFC Infrastructure Fund based on their annualized returns:

Quant Infrastructure Fund vs. HDFC Infrastructure Fund:

• No. of times Outperformance: Quant Infrastructure Fund and HDFC Infrastructure Fund have outperformed each other 5 times over the analyzed calendar years.

	Quant Infrastructure Fund	HDFC Infrastructure Fund
No. of times Outperformance	5	5

Data Analysis:

• Despite occasional fluctuations, both funds have demonstrated competitive performance over the years, each with periods of outperformance.
• Investors can benefit from diversifying their portfolio by including Quant Infrastructure Fund and HDFC Infrastructure Fund to capitalize on their strengths across different market conditions.

Quarterly Returns Analysis

Quarterly results provide insights into a fund’s performance over shorter time frames. Let’s compare the quarterly results of Quant Infrastructure Fund and HDFC Infrastructure Fund as of 28th March 2024:

Quarterly Results (NAV as of 28th March 2024)

Period	Quant Infrastructure Fund	HDFC Infrastructure Fund
Q1 – 2024	19.55%	9.51%
Q4 – 2023	21.47%	18.00%
Q3 – 2023	10.38%	17.67%
Q2 – 2023	9.26%	18.89%
Q1 – 2023	-8.04%	-5.18%
Q4 – 2022	6.11%	9.34%
Q3 – 2022	18.60%	17.20%
Q2 – 2022	-9.68%	-3.56%
Q1 – 2022	1.48%	-2.77%
Q4 – 2021	8.48%	0.11%
Q3 – 2021	13.50%	12.37%
Q2 – 2021	24.53%	15.27%

	Quant Infrastructure Fund	HDFC Infrastructure Fund
Outperformance	7	5

Data Analysis:

• Quant Infrastructure Fund has showcased higher returns in multiple quarters than HDFC Infrastructure Fund.
• Notably, in Q1 2024, Quant Infrastructure Fund outperformed HDFC Infrastructure Fund by a significant margin.

Performance Comparison

Let’s compare the performance of Quant Infrastructure Fund and HDFC Infrastructure Fund based on their quarterly results:

Quant Infrastructure Fund vs. HDFC Infrastructure Fund:

• Outperformance: Quant Infrastructure Fund has outperformed HDFC Infrastructure Fund 7 times based on the analyzed quarterly results.

Data Analysis:

• Quant Infrastructure Fund has exhibited higher and more consistent quarterly returns than HDFC Infrastructure Fund over the analyzed periods.
• Investors can consider the quarterly performance trends of both funds to make informed investment decisions and capitalize on potential opportunities.

Key Takeaways

• Annualized/Calendar Year Returns: Quant Infrastructure Fund and HDFC Infrastructure Fund have showcased competitive annualized returns over various calendar years, with occasional fluctuations in performance.
• Performance Analysis: Despite occasional fluctuations, both funds have demonstrated competitive performance, each with periods of outperformance.
• QUARTERLY RESULTS: Quant Infrastructure Fund has consistently exhibited higher and more consistent quarterly returns compared to HDFC Infrastructure Fund, indicating its potential for delivering superior short-term performance.

Risk Analysis

Maximum Drawdown

Maximum Drawdown represents the maximum loss incurred by an investment from its peak value to its lowest point. Let’s compare the Maximum Drawdown of Quant Infrastructure Fund and HDFC Infrastructure Fund over different investment horizons:

Maximum Drawdown (%)

Maximum Drawdown

Category	3-Yr	5-Yr	10-Yr
Quant Infrastructure Fund	-11.8	-36.75	-39.54
HDFC Infrastructure Fund	-9.33	-47.9	-58.7

Data Analysis:

• Both funds exhibit varying levels of Maximum Drawdown across different investment horizons.
• Quant Infrastructure Fund demonstrates a lower Maximum Drawdown than HDFC Infrastructure Fund, indicating relatively lesser downside risk over the analyzed periods.
• Notably, HDFC Infrastructure Fund experiences higher Maximum Drawdown, especially over longer investment durations, suggesting higher volatility and risk.

Standard Deviation

Standard Deviation measures the degree of variation or dispersion of returns from the average return of a mutual fund. Let’s compare the Standard Deviation of Quant Infrastructure Fund and HDFC Infrastructure Fund over different time frames:

Standard Deviation (%)

Standard Deviation

	Std Dev (%) 3Y	Std Dev (%) 5Y	Std Dev (%) 10Y
Quant Infrastructure Fund	18.33	23.77	22.05
HDFC Infrastructure Fund	16.66	27.12	25.46

Data Analysis:

• Standard Deviation indicates the volatility of returns, with higher values suggesting more significant fluctuations.
• Quant Infrastructure Fund demonstrates a relatively lower Standard Deviation than HDFC Infrastructure Fund across all time frames.
• Lower Standard Deviation of Quant Infrastructure Fund implies relatively lower risk and volatility in returns, making it a potentially safer investment option.

Sharpe Ratio

Sharpe Ratio measures the risk-adjusted returns of an investment, considering its volatility. Let’s compare the Sharpe Ratio of Quant Infrastructure Fund and HDFC Infrastructure Fund over different investment periods:

Sharpe Ratio (%)

	Sharpe (%) 3Y	Sharpe (%) 5Y	Sharpe (%) 10Y
Quant Infrastructure Fund	1.78	1.2	0.83
HDFC Infrastructure Fund	1.76	0.62	0.47

Data Analysis:

• A higher Sharpe Ratio indicates better risk-adjusted returns, considering the volatility of the investment.
• Quant Infrastructure Fund demonstrates a consistently higher Sharpe Ratio than HDFC Infrastructure Fund across all time frames.
• A higher Sharpe Ratio of Quant Infrastructure Fund implies better risk-adjusted returns, suggesting more efficient performance in generating returns compared to the level of risk taken.

Beta

Beta measures the sensitivity of a mutual fund’s returns to market movements. Let’s compare the Beta of Quant Infrastructure Fund and HDFC Infrastructure Fund over different time frames:

Beta (%)

Beta

	Beta (%) 3Y	Beta (%) 5Y	Beta (%) 10Y
Quant Infrastructure Fund	1.11	1.11	1.14
HDFC Infrastructure Fund	1.03	1.26	1.34

Data Analysis:

• A Beta value greater than 1 indicates that the mutual fund is more volatile than the market. In contrast, a value less than 1 suggests lower volatility.
• Quant Infrastructure Fund exhibits slightly higher Beta values than HDFC Infrastructure Fund across all time frames.
• The higher beta of the Quant Infrastructure Fund indicates relatively higher sensitivity to market movements, suggesting potentially higher returns in bullish markets and more significant losses in bearish markets than in the HDFC Infrastructure Fund.

Alpha

Alpha measures the excess return of a mutual fund relative to its benchmark index, adjusted for risk. Let’s compare the Alpha of Quant Infrastructure Fund and HDFC Infrastructure Fund against Nifty 50 and Nifty 500 indices over different time frames:

Alpha (%)

	Alpha (%) 3Y	Alpha (%) 5Y	Alpha (%) 10Y
Quant Infrastructure Fund	15.7	25.3	11.8
HDFC Infrastructure Fund	20.48	11.9	2.8

Data Analysis:

• Positive Alpha indicates that the fund has overtaken its benchmark index, while negative Alpha suggests underperformance.
• Quant Infrastructure Fund demonstrates mixed Alpha performance compared to HDFC Infrastructure Fund across different benchmark indices and time frames.
• Quant Infrastructure Fund exhibits higher Alpha than HDFC Infrastructure Fund over the 5 years against Nifty 50, indicating superior risk-adjusted performance.

Key Takeaways

• Maximum Drawdown: Quant Infrastructure Fund demonstrates lower Maximum Drawdown than HDFC Infrastructure Fund, suggesting relatively lesser downside risk.
• Standard Deviation: Quant Infrastructure Fund exhibits a lower Standard Deviation, indicating lower returns volatility than HDFC Infrastructure Fund.
• Sharpe Ratio: Quant Infrastructure Fund showcases consistently higher Sharpe Ratio, implying better risk-adjusted returns relative to its volatility.
• Beta: Quant Infrastructure Fund displays slightly higher Beta values, indicating relatively higher sensitivity to market movements than HDFC Infrastructure Fund.
• Alpha: Quant Infrastructure Fund demonstrates mixed Alpha performance, with periods of outperformance against benchmark indices, especially over the 5-year horizon.

Portfolio Comparison

Portfolio Overlapping Comparison

Understanding portfolio overlap helps investors diversify their investments effectively. Let’s compare the portfolio overlap of Quant Infrastructure Fund and HDFC Infrastructure Fund:

Portfolio Overlap Total (%)

Portfolio Overlapping Comparison

	Quant Infrastructure Fund	HDFC Infrastructure Fund
Portfolio Overlap Total %	0.35	1.08

Data Analysis:

• Portfolio overlap percentage indicates the degree of similarity between the holdings of two funds.
• Quant Infrastructure Fund exhibits a lower portfolio overlap percentage than HDFC Infrastructure Fund, suggesting lesser duplication of investments.
• Lower portfolio overlap enhances diversification, potentially reducing overall portfolio risk.

Analyzing the composition of mutual fund portfolios provides insights into asset allocation strategies. Let’s compare the asset allocation of Quant Infrastructure Fund and HDFC Infrastructure Fund:

Asset Allocation (%)

Portfolio Comparison

	Quant Infrastructure Fund	HDFC Infrastructure Fund portfolio
Equity	92.61%	86.88%
Debt	3.63%	2.59%
Cash & Cash Eq.	3.76%	10.53%
Real Estate, Gold, Others	0%	0.00%

Data Analysis:

• Equity constitutes the majority of both fund portfolios, with Quant Infrastructure Fund having a slightly higher allocation than HDFC Infrastructure Fund.
• HDFC Infrastructure Fund allocates a higher percentage to Cash & Cash Equivalents, potentially indicating a more conservative approach to managing liquidity.
• Understanding asset allocation helps investors assess risk exposure and align their investment approaches with financial goals.

Market Cap Allocation

Market cap allocation provides insights into a fund’s investment strategy concerning companies of different sizes. Let’s compare the market cap allocation of Quant Infrastructure Fund and HDFC Infrastructure Fund:

Market Cap Allocation (%)

Market Cap Allocation

	Quant Infrastructure Fund	HDFC Infrastructure Fund portfolio
No of Stocks	36	49
Large Cap	34.90%	32.74%
Mid Cap	14.85%	4.89%
Small Cap	23.49%	29.72%
Foreign Equity	0.00%	0.00%

Data Analysis:

• Both funds hold a diversified portfolio across companies of different market capitalizations.
• Quant Infrastructure Fund has a higher allocation to small-cap stocks than HDFC Infrastructure Fund, potentially indicating a higher appetite for growth-oriented investments.
• Understanding market cap allocation helps investors gauge a fund’s risk-return profile and align it with their investment objectives.

Sector Allocation

Sector allocation analysis provides insights into a fund’s exposure to different industries. Let’s compare the sector allocation of Quant Infrastructure Fund and HDFC Infrastructure Fund:

Sector Allocation (%)

Sector	Quant Infrastructure Fund	HDFC Infrastructure Fund portfolio
Metals & Mining	20.28%	3.99%
Energy	19.45%	5.98%
Construction	17.88%	17.25%
Financial	9.24%	19.36%
Capital Goods	6.26%	17.25%
Insurance	5.69%	NA
Technology	4.23%	NA
Materials	3.76%	9.08%
Services	3.31%	3.77%
Automobile	2.51%	2.23%
Chemicals	NA	4.48%
Communication	NA	3.49%

Data Analysis:

• Quant Infrastructure Fund exhibits a higher allocation to sectors such as Metals & Mining, Energy, and Construction than HDFC Infrastructure Fund.
• HDFC Infrastructure Fund, on the other hand, allocates a significant portion to sectors like Financial, Capital Goods, and Insurance.
• Sector allocation analysis helps investors understand a fund’s investment themes and potential growth opportunities within specific industries.

Key Takeaways

• Portfolio Overlap: Quant Infrastructure Fund exhibits lower portfolio overlap than HDFC Infrastructure Fund, potentially enhancing diversification benefits.
• Asset Allocation: Both funds allocate a significant portion to equity, with slight variations in allocation to debt and cash equivalents.
• Market Cap Allocation: Quant Infrastructure Fund has a higher allocation to small-cap stocks than HDFC Infrastructure Fund, indicating a potential tilt towards growth-oriented investments.
• Sector Allocation: Quant Infrastructure Fund and HDFC Infrastructure Fund have different sector preferences, exposing investors to diverse industries and investment themes.

Fund Management

Choosing the right fund manager is crucial for investment success. Let’s compare the tenure of fund managers for the Quant Infrastructure Fund and HDFC Infrastructure Fund:

Fund Manager Tenure (No. Of Months)

Fund Management Comparison

	Fund Manager	No. Of Months
Quant Infrastructure Fund	Vasav Sahgal	58
	Ankit A. Pande	47
HDFC Infrastructure Fund	Dhruv Muchhal	10
	Srinivasan Ramamurthy	3

Data Analysis:

• Quant Infrastructure Fund boasts experienced fund managers, with Vasav Sahgal leading for 58 months and Ankit A. Pande leading for 47 months.
• In contrast, the HDFC Infrastructure Fund has relatively newer fund managers, with Dhruv Muchhal managing for 10 months and Srinivasan Ramamurthy managing for 3 months.

Star Ratings Comparison

Ratings provided by reputed agencies offer valuable insights into a fund’s performance and management. Let’s compare the ratings of the Quant Infrastructure Fund and HDFC Infrastructure Fund:

Ratings Source	Quant Infrastructure Fund	HDFC Infrastructure Fund
CRISIL Ratings (as on 31st Mar 2024)	NA	⭐☆☆☆☆
CRISIL Ratings (as on 31st Dec 2023)	NA	⭐☆☆☆☆
CRISIL Ratings (as on 30th Sep 2023)	NA	⭐☆☆☆☆
CRISIL Ratings (as on 30th Jun 2023)	NA	⭐☆☆☆☆
CRISIL Ratings (as on 31st Mar 2023)	NA	⭐☆☆☆☆
Value Research Ratings	⭐⭐⭐⭐⭐	⭐☆☆☆☆
Economic Times Ratings	⭐⭐⭐⭐⭐	⭐☆☆☆☆
Morning Star Ratings	⭐⭐⭐⭐⭐	⭐⭐☆☆☆
Groww Ratings	⭐⭐⭐⭐⭐	⭐☆☆☆☆
AngelOne AQR Ratings	NA	NA
5Paisa Ratings	⭐⭐⭐⭐⭐	⭐☆☆☆☆
KUVERA ratings	⭐⭐⭐⭐⭐	⭐⭐☆☆☆
Average Ratings	⭐⭐⭐⭐⭐	⭐☆☆☆☆

Analysis:

Quant Infrastructure Fund

Quant Infrastructure Fund shines across all available rating platforms, consistently receiving 5-star ratings. This fund is like a high-performing athlete, constantly hitting the mark. With an average rating of 5.0 stars, it’s clearly a top choice for those seeking robust performance and stability.

HDFC Infrastructure Fund

HDFC Infrastructure Fund, on the other hand, shows consistently low ratings across most platforms. With CRISIL ratings all at 1 star and an overall average of 1.2 stars, this fund appears to be underperforming significantly. It’s like a car that needs constant maintenance—not the best choice for a smooth ride.

Other Important General Details

Understanding general details such as Net Asset Value (NAV), Assets Under Management (AUM), Expense Ratio, Turnover, and Benchmark is essential for informed investment decisions. Let’s compare these details for the Quant Infrastructure Fund and HDFC Infrastructure Fund:

General Details

Other Important General Details

	NAV	AUM (in Cr.)	Expense Ratio (%)	Turnover	Benchmark
Quant Infrastructure Fund	42.49	2207	0.73	304.00%	NIFTY 50
HDFC Infrastructure Fund	46.24	1607	1.27	17%	NIFTY 500

Data Analysis:

• HDFC Infrastructure Fund demonstrates a higher NAV and lower expense ratio compared to Quant Infrastructure Fund.
• However, Quant Infrastructure Fund boasts a significantly higher AUM and turnover percentage, indicating a larger fund size and potentially higher trading activity.
• Both funds benchmark against significant indices, with Quant Infrastructure Fund tracking NIFTY 50 and HDFC Infrastructure Fund benchmarking against NIFTY 500.

Minimum Investment Amount

Understanding minimum investment requirements helps investors plan their investment strategies. Let’s compare the minimum investment amounts for SIP and lump sum investments for the Quant Infrastructure Fund and HDFC Infrastructure Fund:

Minimum Investment Amount (₹)

Minimum Investment Amount

	SIP	Lumpsum
Quant Infrastructure Fund	₹ 1,000	₹ 5,000
HDFC Infrastructure Fund	₹ 100	₹ 100

Data Analysis:

• Quant Infrastructure Fund imposes a higher minimum investment amount for SIP and lump sum investments than HDFC Infrastructure Fund.
• HDFC Infrastructure Fund offers more accessible entry points for investors with lower minimum investment requirements.

Key Takeaways

• Fund Managers: Quant Infrastructure Fund boasts experienced fund managers, while HDFC Infrastructure Fund has relatively newer management.
• Ratings: Quant Infrastructure Fund receives higher ratings from Value Research and Morning Star than HDFC Infrastructure Fund.
• General Details: HDFC Infrastructure Fund demonstrates a higher NAV and lower expense ratio, while Quant Infrastructure Fund has a larger AUM and turnover percentage.
• Minimum Investment Amount: HDFC Infrastructure Fund offers lower minimum investment amounts, making it more accessible to retail investors.

Conclusion:

In conclusion, the comprehensive comparative analysis between Quant Infrastructure Fund and HDFC Infrastructure Fund provides valuable insights for investors seeking clarity in their investment decisions. Across various parameters, Quant Infrastructure Fund emerges as the superior choice, boasting consistency, higher returns, experienced fund management, and top ratings.

However, for investors with a more conservative risk appetite or seeking accessibility with lower minimum investment amounts, the HDFC Infrastructure Fund presents a viable option. Ultimately, investors should align their investment objectives with the fund’s performance metrics. Quant Infrastructure Fund offers superior potential for sustained growth and performance stability.

We hope you found this guide on mutual funds helpful.

If you have any mutual fund-related queries, feel free to comment below—we’re here to help! S.K. Singh, a registered professional with the Association of Mutual Funds in India (AMFI), will answer your queries and holds the ARN-251149.

Invest wisely!

FAQs: Quant Infrastructure Fund vs HDFC Infrastructure Fund

Disclaimer:

The information provided in this article is solely the author/advertisers’ opinion and not investment advice – it is provided for educational purposes only. Using this, you agree that the information does not constitute any investment or financial instructions by Ace Equity Research/Mutual Fund Focus/IPO First and the team. Anyone wishing to invest should seek their own independent financial or professional advice. Conduct your research with registered financial advisors before making any investment decisions. Ace Equity Research/ Mutual Fund Focus / IPO First and the team are not accountable for the investment views provided in the article.

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