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Invesco India Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Invesco India Infrastructure Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2251 Cr | ₹1496 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Feb 2008 | 21 Nov 2007 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Infrastructure TRI | BSE India Infrastructure Index |
| Turn Over | 12.24% | 55% |
| Expense Ratio | 2 | 2.08 |
| Manager | Arjun Khanna | Amit Nigam |
| ISIN Code | INF178L01095 | INF205K01CD5 |
| 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 | Invesco India Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| 1 Month | -6.73% | -5.29% |
| 6 Month | -22.86% | -21% |
| 1 Year | -2.4% | -1.25% |
| 3 Year | 21.23% | 21.62% |
| 5 Year | 25.42% | 25.34% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| 6 Month | -16.94% | -15.63% |
| 1 Year | -33.1% | -30.11% |
| 3 Year | 12.06% | 17.45% |
| 5 Year | 21.61% | 22.98% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| 1 Year | 13.21% | 9.38% |
| 3 Year | 15.79% | 12.7% |
| 5 Year | 12.14% | 12.85% |
Risk Management
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| Standard Deviation | 17.492% | 18.64% |
| Sharp | 0.749% | 0.729% |
| Beta | 1.027% | 1.124% |
| Alpha | 6.237% | 6.055% |
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Fund Managers
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| Name | Arjun Khanna | Amit Nigam |
| Total AUM | ₹169639 Cr | ₹14602 Cr |
| Fund Manage | 24 | 13 |
| Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| Others | 1.55685 | 1.90647 |
| Small Cap | 44.74404 | 37.47488 |
| Large Cap | 32.00576 | 28.88123 |
| Mid Cap | 21.69334 | 31.73745 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Invesco India Infrastructure Fund - Growth Option |
|---|---|---|
| Others | 1.55685 | 1.90647 |
| Industrials | 50.42871 | 58.84327 |
| Utilities | 5.55176 | 8.1116 |
| Basic Materials | 16.12143 | 6.30438 |
| Technology | 2.25738 | 3.14639 |
| Financial Services | 2.34605 | 1.98124 |
| Energy | 1.71234 | 1.95367 |
| Consumer Cyclical | 10.44009 | 8.55046 |
| Communication Services | 7.54119 | 4.10354 |
| Real Estate | 2.04419 | 1.64331 |
| Healthcare | - | 3.4557 |
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