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

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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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)	₹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	10.4%	11.49%
6 Month	-20.55%	-15.3%
1 Year	1.68%	3.22%
3 Year	21.37%	22.06%
5 Year	33.25%	33.42%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month	-11.71%	-6.54%
1 Year	-24.45%	-16.63%
3 Year	16.1%	19.51%
5 Year	23.73%	23.85%

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%	17.193%
Sharp	0.75%	0.699%
Beta	0.87%	1.058%
Alpha	3.18%	4.931%

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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
Funds Managed	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	1.56	4.29
Small Cap	44.74	34.32
Large Cap	32.01	41.41
Mid Cap	21.69	19.97

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	1.56	2.93
Industrials	50.43	52.34
Utilities	5.55	6.24
Basic Materials	16.12	8.77
Technology	2.26	1.38
Financial Services	2.35	5.45
Energy	1.71	7.31
Consumer Cyclical	10.44	5.96
Communication Services	7.54	6.23
Real Estate	2.04	2.19
Healthcare	-	1.2