Kotak Infrastructure & Economic Reform Fund vs Aditya Birla Sun Life Infrastructure Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Aditya Birla Sun Life Infrastructure Fund-Growth
Chart Comparison
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 Risk | Very High Risk |
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Aditya Birla Sun Life Infrastructure Fund-Growth |
---|---|---|
1 Month | -11.79% | -9.26% |
6 Month | -19.48% | -18.12% |
1 Year | 1.76% | -0.45% |
3 Year | 20.77% | 19.59% |
5 Year | 22.05% | 21.44% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Aditya Birla Sun Life Infrastructure Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -24.06% | -21.5% |
3 Year | 15.63% | 16.85% |
5 Year | 23.79% | 22.83% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Aditya Birla Sun Life Infrastructure Fund-Growth |
---|---|---|
Standard Deviation | 11.95% | 15.746% |
Sharp | 1.1% | 0.908% |
Beta | 0.76% | 1.004% |
Alpha | 7.01% | 6.172% |
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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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