Kotak Infrastructure & Economic Reform Fund vs HDFC Infrastructure Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
HDFC Infrastructure Fund - Growth Plan
Chart Comparison
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) | ₹2251 Cr | ₹2341 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 | 2 | 2.06 |
Manager | Arjun Khanna | Dhruv Muchhal |
ISIN Code | INF178L01095 | INF179K01GF8 |
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 | HDFC Infrastructure Fund - 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 | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
1 Month | 3.69% | 5.04% |
6 Month | -14.14% | -6.33% |
1 Year | 0.84% | 6.13% |
3 Year | 21.76% | 28.2% |
5 Year | 32.53% | 35.3% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
6 Month | -4.08% | 1.12% |
1 Year | -18.58% | -6.43% |
3 Year | 16.86% | 26.7% |
5 Year | 23.84% | 30.13% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
1 Year | 13.21% | 9.8% |
3 Year | 15.79% | 8.96% |
5 Year | 12.14% | 7.21% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
Standard Deviation | 11.95% | 17.236% |
Sharp | 0.77% | 1.111% |
Beta | 0.88% | 1.071% |
Alpha | 3.08% | 11.976% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 1.82 | 5.98 |
Small Cap | 40.7 | 38.91 |
Large Cap | 34.33 | 47.26 |
Mid Cap | 23.15 | 7.85 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
HDFC Infrastructure Fund - Growth Plan |
---|---|---|
Others | 1.82 | 5.09 |
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 | - | 7.53 |
Industrials | - | 41.71 |
Basic Materials | - | 11.11 |
Financial Services | - | 19.97 |
Technology | - | 1 |
Real Estate | - | 0.89 |
Communication Services | - | 3.67 |
Utilities | - | 6.76 |
Consumer Cyclical | - | 0.54 |
Healthcare | - | 1.75 |
Top Comparisons
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.72%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.4%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns12.87%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns13.65%
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns7%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns9.55%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.06%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.87%