HSBC Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

HSBC Infrastructure Fund - Regular Growth

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)	₹2269 Cr	₹2780 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Feb 2008	01 Jan 2013
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	NIFTY Infrastructure TRI
Turn Over	12.24%	28%
Expense Ratio	2	2.04
Manager	Arjun Khanna	Venugopal Manghat
ISIN Code	INF178L01095	INF917K01536
Exits Load	Exit load of 1% if redeemed within 90 days./365	Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
1 Month	5.19%	0.46%
6 Month	34.99%	29.55%
1 Year	54.56%	58.38%
3 Year	31.13%	33.91%
5 Year	30.37%	29.03%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
6 Month	-	-
1 Year	30.6%	31.99%
3 Year	73.57%	76.64%
5 Year	143.63%	139.38%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
1 Year	33.76%	32.43%
3 Year	101.83%	97.01%
5 Year	157.52%	151.89%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Standard Deviation	11.95%	14.53%
Sharp	1.79%	1.67%
Beta	0.71%	0.78%
Alpha	9.28%	7.95%

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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	4.87	2.67
Large Cap	32.75	45.29
Small Cap	36.82	37.69
Mid Cap	26.43	14.35

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Others	4.87	1.48
Petroleum Products	1.93	-
Industrial Manufacturing	3.7	-
Construction	14.07	18.54
Electrical Equipment	6.78	-
Cement & Cement Products	6.37	-
Transport Services	8.31	-
Industrial Products	11.07	-
Gas	3.55	-
Finance	2.67	-
Agricultural, Commercial & Construction Vehicles	4.15	-
Consumer Durables	4.5	-
Aerospace & Defense	1.35	-
Auto Components	14.44	-
Telecom - Services	4.84	-
Chemicals & Petrochemicals	3.17	-
Power	3.47	-
Realty	1.63	-
Communication	-	3.8
Energy	-	13.89
Capital Goods	-	37.01
Metals & Mining	-	6.08
Consumer Staples	-	3.06
Services	-	4.89
Financial	-	2.24
Materials	-	5.03
Consumer Discretionary	-	0.85
Diversified	-	1.59
Automobile	-	1.54