HSBC 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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HSBC Infrastructure Fund - Regular 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	HSBC Infrastructure Fund - Regular Growth
Fund	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2251 Cr	₹2306 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Feb 2008	27 Sep 2007
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	NIFTY Infrastructure TRI
Turn Over	12.24%	28%
Expense Ratio	2	2.02
Manager	Arjun Khanna	Venugopal Manghat
ISIN Code	INF178L01095	INF917K01536
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	HSBC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
1 Month	-6.73%	-3.21%
6 Month	-22.86%	-19.63%
1 Year	-2.4%	2.18%
3 Year	21.23%	21.02%
5 Year	25.42%	24.41%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
6 Month	-16.94%	-14.26%
1 Year	-33.1%	-27.78%
3 Year	12.06%	15.99%
5 Year	21.61%	22.45%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
1 Year	13.21%	9.29%
3 Year	15.79%	16.25%
5 Year	12.14%	11.59%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Standard Deviation	17.492%	17.92%
Sharp	0.749%	0.708%
Beta	1.027%	1.065%
Alpha	6.237%	5.546%

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Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Name	Arjun Khanna	Venugopal Manghat
Total AUM	₹169639 Cr	₹41442 Cr
Fund Manage	24	7
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Others	1.55685	2.66374
Small Cap	44.74404	33.7911
Large Cap	32.00576	50.37877
Mid Cap	21.69334	13.16637

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Others	1.55685	1.81879
Industrials	50.42871	48.77736
Utilities	5.55176	7.77869
Basic Materials	16.12143	11.80384
Technology	2.25738	3.77114
Financial Services	2.34605	4.33688
Energy	1.71234	9.02349
Consumer Cyclical	10.44009	1.74836
Communication Services	7.54119	8.19188
Real Estate	2.04419	2.74955