Kotak Infrastructure & Economic Reform Fund vs Aditya Birla Sun Life Infrastructure Fund compare

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tortoise-icon Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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tortoise-icon Aditya Birla Sun Life Infrastructure Fund-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 Aditya Birla Sun Life Infrastructure Fund-Growth
Fund Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2368 Cr ₹1195 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 25 Feb 2008 17 Mar 2006
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY Infrastructure TRI Nifty Infrastructure TRI
Turn Over 12.24% 48%
Expense Ratio 1.99 2.25
Manager Arjun Khanna Dhaval Joshi
ISIN Code INF178L01095 INF209K01504
Exits Load Kotak Infrastructure and Economic Reform Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Aditya Birla Sun Life Infrastructure Fund - Regular Plan - 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 Aditya Birla Sun Life Infrastructure Fund-Growth
1 Month 4.93% 2.19%
6 Month -2.66% -3.78%
1 Year 38.1% 25.23%
3 Year 29.78% 25.57%
5 Year 28.19% 26.23%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month - -
1 Year - 11.03%
3 Year - 30.25%
5 Year - 30.56%

Rolling Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
1 Year 12.88% 10.59%
3 Year 15.24% 12.17%
5 Year 12.05% 9.76%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Standard Deviation 11.95% 15.1%
Sharp 1.45% 1.38%
Beta 0.74% 0.84%
Alpha 8.92% 2.76%

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Fund Managers

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Name Arjun Khanna Dhaval Joshi
Total AUM ₹169639 Cr ₹361932 Cr
Fund Manage 24 55
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

Market Cap

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Aditya Birla Sun Life Infrastructure Fund-Growth

Others 3.01 2
Small Cap 42.42 36.74
Large Cap 31.87 44.11
Mid Cap 22.88 16.71

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Aditya Birla Sun Life Infrastructure Fund-Growth

Others 3.01 2
Industrial Manufacturing 4.1 7.58
Construction 14.29 18.51
Electrical Equipment 5.25 11.22
Cement & Cement Products 6.98 4.09
Consumer Durables 7.78 -
Transport Services 6.69 5.21
Industrial Products 9.76 8.02
Gas 2.91 1.55
Finance 2.4 -
Agricultural, Commercial & Construction Vehicles 3.78 1.12
Petroleum Products 1.81 1.45
Aerospace & Defense 4.94 3.81
Auto Components 12.64 3.54
Telecom - Services 7.8 5.9
Chemicals & Petrochemicals 3.11 -
Power 0.78 6.42
Realty 2.15 2.26
Banks - 6.7
Leisure Services - 1.48
Diversified Metals - 1.05
Oil - 2.77
Healthcare Services - 1.19
Transport Infrastructure - 2.2
Ferrous Metals - 1.49

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