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

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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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)	₹2251 Cr	₹1087 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	2	2.26
Manager	Arjun Khanna	Dhaval Joshi
ISIN Code	INF178L01095	INF209K01504
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	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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Month	8.09%	7.05%
6 Month	-19.01%	-15.26%
1 Year	-1.43%	-0.22%
3 Year	20.74%	19.5%
5 Year	32.08%	31.09%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month	-8.19%	-5.58%
1 Year	-25.33%	-19.73%
3 Year	13.85%	16.31%
5 Year	21.96%	21.47%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Year	13.21%	10.91%
3 Year	15.79%	12.38%
5 Year	12.14%	9.9%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Standard Deviation	11.95%	17.193%
Sharp	0.77%	0.699%
Beta	0.88%	1.058%
Alpha	3.08%	4.931%

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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
Funds Managed	24	55
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	1.82	4.29
Small Cap	40.7	34.32
Large Cap	34.33	41.41
Mid Cap	23.15	19.97

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	1.82	2.93
Industrial Manufacturing	3.51	-
Construction	15.24	-
Electrical Equipment	5.03	-
Other Utilities	0.77	-
Cement and Cement Products	8.8	-
Consumer Durables	6.98	-
Power	2.88	-
Transport Services	6.65	-
Industrial Products	8.93	-
Finance	2.41	-
Agricultural, Commercial & Construction Vehicles	1.69	-
Petroleum Products	1.8	-
Gas	1.44	-
Aerospace and Defense	1.91	-
Aerospace & Defense	2.26	-
Auto Components	11.64	-
Telecom - Services	8.67	-
Chemicals and Petrochemicals	3.32	-
Agricultural, Commercial and Constr	2.35	-
Realty	1.9	-
Communication Services	-	6.23
Energy	-	7.31
Industrials	-	52.34
Financial Services	-	5.45
Consumer Cyclical	-	5.96
Technology	-	1.38
Utilities	-	6.24
Real Estate	-	2.19
Basic Materials	-	8.77
Healthcare	-	1.2