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 | 9.51% | 6.71% |
6 Month | -16.79% | -12.8% |
1 Year | -0.65% | 11.87% |
3 Year | 21.25% | 23.82% |
5 Year | 31.65% | 32.26% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -8.19% | -4.77% |
1 Year | -25.33% | -16.49% |
3 Year | 13.85% | 20.79% |
5 Year | 21.96% | 25.08% |
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 | 0.77% | 0.806% |
Beta | 0.88% | 1.045% |
Alpha | 3.08% | 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 | 1.82 | 3.13 |
Small Cap | 40.7 | 14.86 |
Large Cap | 34.33 | 56.84 |
Mid Cap | 23.15 | 25.18 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.82 | 3.13 |
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 | - |
Energy | - | 8.57 |
Industrials | - | 47.44 |
Basic Materials | - | 9.57 |
Financial Services | - | 6.82 |
Utilities | - | 13.69 |
Consumer Cyclical | - | 2.95 |
Communication Services | - | 2.95 |
Real Estate | - | 1.63 |
Technology | - | 3.25 |
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