Kotak Infrastructure & Economic Reform Fund vs HDFC Infrastructure Fund compare

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

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tortoise-icon HDFC Infrastructure Fund - Growth Plan

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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 HDFC Infrastructure Fund - Growth Plan
Fund Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2446 Cr ₹2298 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Feb 2008 10 Mar 2008
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY Infrastructure TRI NIFTY 500 TRI
Turn Over 12.24% 11.39%
Expense Ratio 1.98 2.08
Manager Arjun Khanna Dhruv Muchhal
ISIN Code INF178L01095 INF179K01GF8
Exits Load Exit load of 1% if redeemed within 90 days./365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
1 Month -8.93% -6.53%
6 Month 0.47% 2.06%
1 Year 36.81% 34.88%
3 Year 25.01% 30.22%
5 Year 26.8% 24.02%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
6 Month - -
1 Year 23.66% 21.87%
3 Year 32.76% 39.26%
5 Year 33.36% 36.38%

Rolling Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
1 Year 12.88% 9.25%
3 Year 15.24% 8.76%
5 Year 12.05% 6.76%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
Standard Deviation 11.95% 16.02%
Sharp 1.4% 1.66%
Beta 0.75% 0.97%
Alpha 8.37% 13.44%

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Fund Managers

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
Name Arjun Khanna Dhruv Muchhal
Total AUM ₹169639 Cr ₹520687 Cr
Fund Manage 24 40
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan

Market Cap

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

HDFC Infrastructure Fund - Growth Plan

Others 4.87 10.89
Large Cap 32.75 45.35
Small Cap 36.82 36.49
Mid Cap 26.43 7.27

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

HDFC Infrastructure Fund - Growth Plan

Others 4.87 8.9
Petroleum Products 1.93 4.18
Industrial Manufacturing 3.7 3.61
Construction 14.07 18.65
Electrical Equipment 6.78 4.08
Cement & Cement Products 6.37 4.8
Transport Services 8.31 2.95
Industrial Products 11.07 2.94
Gas 3.55 3.48
Finance 2.67 4.34
Agricultural, Commercial & Construction Vehicles 4.15 -
Consumer Durables 4.5 0.63
Aerospace & Defense 1.35 2.77
Auto Components 14.44 0.42
Telecom - Services 4.84 3.12
Chemicals & Petrochemicals 3.17 2.58
Power 3.47 4.56
Realty 1.63 1.99
Non - Ferrous Metals - 1.05
Banks - 15.75
Ferrous Metals - 0.75
Fertilizers & Agrochemicals - 1.44
Retailing - 0.31
Healthcare Services - 1.34
Transport Infrastructure - 1.67
Consumable Fuels - 3.69

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