Kotak Infrastructure & Economic Reform Fund vs Canara Robeco Infrastructure Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2251 Cr | ₹810 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Feb 2008 | 02 Dec 2005 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Infrastructure TRI | BSE India Infrastructure Index |
Turn Over | 12.24% | 34% |
Expense Ratio | 2 | 2.33 |
Manager | Arjun Khanna | Shridatta Bhandwaldar |
ISIN Code | INF178L01095 | INF760K01274 |
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 | Canara Robeco Infrastructure - Regular Plan - 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 | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 10.34% | 11.47% |
6 Month | -20.66% | -14.93% |
1 Year | 1.68% | 13.6% |
3 Year | 22.38% | 26.01% |
5 Year | 33.71% | 34.84% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -11.71% | -5.81% |
1 Year | -24.45% | -13.12% |
3 Year | 16.1% | 23.96% |
5 Year | 23.73% | 27.31% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.21% | 12.83% |
3 Year | 15.79% | 13.97% |
5 Year | 12.14% | 11.58% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.95% | 17.684% |
Sharp | 0.75% | 0.806% |
Beta | 0.87% | 1.045% |
Alpha | 3.18% | 7.239% |
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Fund Managers
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
Name | Arjun Khanna | Shridatta Bhandwaldar |
Total AUM | ₹169639 Cr | ₹69491 Cr |
Funds Managed | 24 | 12 |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.56 | 3.13 |
Small Cap | 44.74 | 14.86 |
Large Cap | 32.01 | 56.84 |
Mid Cap | 21.69 | 25.18 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.56 | 3.13 |
Industrials | 50.43 | 47.44 |
Utilities | 5.55 | 13.69 |
Basic Materials | 16.12 | 9.57 |
Technology | 2.26 | 3.25 |
Financial Services | 2.35 | 6.82 |
Energy | 1.71 | 8.57 |
Consumer Cyclical | 10.44 | 2.95 |
Communication Services | 7.54 | 2.95 |
Real Estate | 2.04 | 1.63 |
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