HDFC Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
HDFC Infrastructure Fund - Growth Plan
Chart Comparison
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 Risk | Very High Risk |
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
1 Month | -11.79% | -7.13% |
6 Month | -19.48% | -15.83% |
1 Year | 1.76% | 0.25% |
3 Year | 20.77% | 27.29% |
5 Year | 22.05% | 23.12% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
6 Month | - | - |
1 Year | -24.06% | -17.62% |
3 Year | 15.63% | 23.91% |
5 Year | 23.79% | 28.89% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
Standard Deviation | 11.95% | 16.738% |
Sharp | 1.1% | 1.197% |
Beta | 0.76% | 1.068% |
Alpha | 7.01% | 11.383% |
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Fund Managers
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 |
Fund Manage | 24 | 40 |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
Market Cap
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
HDFC Infrastructure Fund - Growth Plan |
---|---|---|
Others | 3.01 | 4.06 |
Small Cap | 42.42 | 41.3 |
Large Cap | 31.87 | 46.33 |
Mid Cap | 22.88 | 8.31 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
HDFC Infrastructure Fund - Growth Plan |
---|---|---|
Others | 3.01 | 4.06 |
Industrial Manufacturing | 4.1 | 4.97 |
Construction | 14.29 | 22.47 |
Electrical Equipment | 5.25 | 4.53 |
Cement & Cement Products | 6.98 | 4.77 |
Consumer Durables | 7.78 | 0.68 |
Transport Services | 6.69 | 5.57 |
Industrial Products | 9.76 | 2.37 |
Gas | 2.91 | 3.17 |
Finance | 2.4 | 3.79 |
Agricultural, Commercial & Construction Vehicles | 3.78 | 0.74 |
Petroleum Products | 1.81 | 3.64 |
Aerospace & Defense | 4.94 | 1.92 |
Auto Components | 12.64 | - |
Telecom - Services | 7.8 | 2.56 |
Chemicals & Petrochemicals | 3.11 | 1.44 |
Power | 0.78 | 4.4 |
Realty | 2.15 | 1.96 |
Non - Ferrous Metals | - | 0.95 |
Banks | - | 16.27 |
Ferrous Metals | - | 1.18 |
Fertilizers & Agrochemicals | - | 1.95 |
Paper, Forest & Jute Products | - | 0.5 |
Healthcare Services | - | 1.67 |
Transport Infrastructure | - | 1.39 |
Consumable Fuels | - | 3.05 |
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