Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Infrastructure & Economic Reform Fund vs HSBC Infrastructure Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Infrastructure Fund - Regular Growth

Invest Now

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 HSBC Infrastructure Fund - Regular Growth
Fund Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹2251 Cr ₹2306 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 25 Feb 2008 27 Sep 2007
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY Infrastructure TRI NIFTY Infrastructure TRI
Turn Over 12.24% 28%
Expense Ratio 2 2.02
Manager Arjun Khanna Venugopal Manghat
ISIN Code INF178L01095 INF917K01536
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 HSBC Infrastructure Fund - 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 HSBC Infrastructure Fund - Regular Growth
1 Month -11.79% -8.62%
6 Month -19.48% -18.53%
1 Year 1.76% 5.14%
3 Year 20.77% 20.92%
5 Year 22.05% 21.09%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
6 Month - -
1 Year -24.06% -19.36%
3 Year 15.63% 18.94%
5 Year 23.79% 24.38%

Rolling Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
1 Year 13.21% 9.29%
3 Year 15.79% 16.25%
5 Year 12.14% 11.59%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
Standard Deviation 11.95% 16.197%
Sharp 1.1% 0.953%
Beta 0.76% 0.993%
Alpha 7.01% 7.409%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
Name Arjun Khanna Venugopal Manghat
Total AUM ₹169639 Cr ₹41442 Cr
Fund Manage 24 7
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth

Market Cap

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

HSBC Infrastructure Fund - Regular Growth

Others 3.01 2.27
Small Cap 42.42 36.29
Large Cap 31.87 47.07
Mid Cap 22.88 14.37

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

HSBC Infrastructure Fund - Regular Growth

Others 3.01 2.27
Industrial Manufacturing 4.1 5.16
Construction 14.29 15.6
Electrical Equipment 5.25 11.56
Cement & Cement Products 6.98 4.05
Consumer Durables 7.78 4.87
Transport Services 6.69 0.57
Industrial Products 9.76 13.04
Gas 2.91 2.02
Finance 2.4 2.66
Agricultural, Commercial & Construction Vehicles 3.78 0.59
Petroleum Products 1.81 5.26
Aerospace & Defense 4.94 7.83
Auto Components 12.64 -
Telecom - Services 7.8 6.59
Chemicals & Petrochemicals 3.11 -
Power 0.78 7.15
Realty 2.15 2.65
Telecom Services - 0.76
Capital Markets - 1.28
Non - Ferrous Metals - 1.21
Paper, Forest & Jute Products - 3.15
Ferrous Metals - 0.49
Oil - 1.24

Top Comparisons

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns22.64%

VS

Quant Healthcare Fund Regular - Growth Quant Healthcare Fund Regular - Growth

3Y Returns0%

Compare Now

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns6.07%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns6.11%

Compare Now

DSP Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns9.24%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns10.47%

Compare Now

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns14.95%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns16.47%

Compare Now
Add to Cart Successfully