Aditya Birla Sun Life Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

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tortoise-icon Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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tortoise-icon Aditya Birla Sun Life Infrastructure Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Fund Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2269 Cr ₹1218 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 25 Feb 2008 17 Mar 2006
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY Infrastructure TRI Nifty Infrastructure TRI
Turn Over 12.24% 48%
Expense Ratio 2 2.26
Manager Arjun Khanna Dhaval Joshi
ISIN Code INF178L01095 INF209K01504
Exits Load Exit load of 1% if redeemed within 90 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
1 Month 4.42% -1.43%
6 Month 26.27% 20.9%
1 Year 54.11% 50.4%
3 Year 31.54% 29.59%
5 Year 31.03% 28.99%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month - -
1 Year 30.6% 26.32%
3 Year 73.57% 68.59%
5 Year 143.63% 130.89%

Rolling Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
1 Year 33.76% 32.44%
3 Year 101.83% 90.68%
5 Year 157.52% 139.09%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Standard Deviation 11.95% 15.1%
Sharp 2.02% 1.38%
Beta 0.69% 0.84%
Alpha 10.17% 2.76%

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Fund Managers

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Name Arjun Khanna Dhaval Joshi
Total AUM ₹169639 Cr ₹361932 Cr
Fund Manage 24 55
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

Market Cap

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Aditya Birla Sun Life Infrastructure Fund-Growth

Others 4.87 6.38
Large Cap 32.75 44.38
Small Cap 36.82 35.94
Mid Cap 26.43 13.28

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Aditya Birla Sun Life Infrastructure Fund-Growth

Others 4.87 6.09
Cement & Cement Products 6.37 -
Telecom - Services 4.84 -
Transport Services 8.31 -
Construction 14.07 25.44
Chemicals & Petrochemicals 3.17 -
Electrical Equipment 6.78 -
Consumer Durables 4.5 -
Industrial Products 11.07 -
Finance 2.67 -
Auto Components 14.44 -
Power 3.47 -
Agricultural, Commercial & Construction Vehicles 4.15 -
Petroleum Products 1.93 -
Realty 1.63 -
Industrial Manufacturing 3.7 -
Gas 3.55 -
Aerospace & Defense 1.35 -
Communication - 5.52
Energy - 12.66
Financial - 6.94
Materials - 5.02
Capital Goods - 21.34
Metals & Mining - 7.06
Services - 7.69
Automobile - 1.19
Healthcare - 1.03

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