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 | 10.34% | 9.28% |
6 Month | -20.66% | -13.9% |
1 Year | 1.68% | 4.86% |
3 Year | 22.38% | 29.91% |
5 Year | 33.71% | 36.76% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
6 Month | -11.71% | -5.73% |
1 Year | -24.45% | -13.88% |
3 Year | 16.1% | 25.44% |
5 Year | 23.73% | 29.77% |
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 | 0.75% | 1.111% |
Beta | 0.87% | 1.071% |
Alpha | 3.18% | 11.976% |
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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 |
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 | 1.56 | 5.98 |
Small Cap | 44.74 | 38.91 |
Large Cap | 32.01 | 47.26 |
Mid Cap | 21.69 | 7.85 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
HDFC Infrastructure Fund - Growth Plan |
---|---|---|
Others | 1.56 | 5.09 |
Industrials | 50.43 | 41.71 |
Utilities | 5.55 | 6.76 |
Basic Materials | 16.12 | 11.11 |
Technology | 2.26 | 1 |
Financial Services | 2.35 | 19.97 |
Energy | 1.71 | 7.53 |
Consumer Cyclical | 10.44 | 0.54 |
Communication Services | 7.54 | 3.67 |
Real Estate | 2.04 | 0.89 |
Healthcare | - | 1.75 |
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