HDFC 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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HDFC Infrastructure Fund - Growth Plan

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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	HDFC Infrastructure Fund - Growth Plan
Fund	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2251 Cr	₹2341 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	25 Feb 2008	10 Mar 2008
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	NIFTY 500 TRI
Turn Over	12.24%	11.39%
Expense Ratio	2	2.06
Manager	Arjun Khanna	Dhruv Muchhal
ISIN Code	INF178L01095	INF179K01GF8
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	HDFC Infrastructure Fund - 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	HDFC Infrastructure Fund - Growth Plan
1 Month	9.66%	9.19%
6 Month	-21.03%	-13.72%
1 Year	-0.86%	2.47%
3 Year	20.91%	28.62%
5 Year	33.76%	37.43%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
6 Month	-11.71%	-5.73%
1 Year	-24.45%	-13.88%
3 Year	16.1%	25.44%
5 Year	23.73%	29.77%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
1 Year	13.21%	9.8%
3 Year	15.79%	8.96%
5 Year	12.14%	7.21%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
Standard Deviation	11.95%	17.236%
Sharp	0.75%	1.111%
Beta	0.87%	1.071%
Alpha	3.18%	11.976%

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Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
Name	Arjun Khanna	Dhruv Muchhal
Total AUM	₹169639 Cr	₹520687 Cr
Funds Managed	24	40
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
Others	1.56	5.98
Small Cap	44.74	38.91
Large Cap	32.01	47.26
Mid Cap	21.69	7.85

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
Others	1.56	5.09
Industrials	50.43	41.71
Utilities	5.55	6.76
Basic Materials	16.12	11.11
Technology	2.26	1
Financial Services	2.35	19.97
Energy	1.71	7.53
Consumer Cyclical	10.44	0.54
Communication Services	7.54	3.67
Real Estate	2.04	0.89
Healthcare	-	1.75