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

Link copied to clipboard!

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Invest Now

Aditya Birla Sun Life Infrastructure Fund-Growth

Invest Now

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 Risk	Very High Risk
Asset Size (Cr)	₹2251 Cr	₹1087 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
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	Kotak Infrastructure and Economic Reform Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365	Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Month	-11.79%	-9.26%
6 Month	-19.48%	-18.12%
1 Year	1.76%	-0.45%
3 Year	20.77%	19.59%
5 Year	22.05%	21.44%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month	-	-
1 Year	-24.06%	-21.5%
3 Year	15.63%	16.85%
5 Year	23.79%	22.83%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Year	13.21%	10.91%
3 Year	15.79%	12.38%
5 Year	12.14%	9.9%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Standard Deviation	11.95%	15.746%
Sharp	1.1%	0.908%
Beta	0.76%	1.004%
Alpha	7.01%	6.172%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	3.01	2
Small Cap	42.42	36.74
Large Cap	31.87	44.11
Mid Cap	22.88	16.71

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	3.01	2
Industrial Manufacturing	4.1	7.58
Construction	14.29	18.51
Electrical Equipment	5.25	11.22
Cement & Cement Products	6.98	4.09
Consumer Durables	7.78	-
Transport Services	6.69	5.21
Industrial Products	9.76	8.02
Gas	2.91	1.55
Finance	2.4	-
Agricultural, Commercial & Construction Vehicles	3.78	1.12
Petroleum Products	1.81	1.45
Aerospace & Defense	4.94	3.81
Auto Components	12.64	3.54
Telecom - Services	7.8	5.9
Chemicals & Petrochemicals	3.11	-
Power	0.78	6.42
Realty	2.15	2.26
Banks	-	6.7
Leisure Services	-	1.48
Diversified Metals	-	1.05
Oil	-	2.77
Healthcare Services	-	1.19
Transport Infrastructure	-	2.2
Ferrous Metals	-	1.49