Kotak Infrastructure & Economic Reform Fund vs HSBC Infrastructure Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
HSBC Infrastructure Fund - Regular Growth
Chart Comparison
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 | Very High |
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 | 9.93% | 11.24% |
6 Month | -20.84% | -16.95% |
1 Year | -1.24% | 4.3% |
3 Year | 20.99% | 21.65% |
5 Year | 33.8% | 33.13% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
6 Month | -11.71% | -8.03% |
1 Year | -24.45% | -18.5% |
3 Year | 16.1% | 20.83% |
5 Year | 23.73% | 25.12% |
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% | 17.92% |
Sharp | 0.75% | 0.708% |
Beta | 0.87% | 1.065% |
Alpha | 3.18% | 5.546% |
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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 |
Funds Managed | 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 | 1.56 | 2.66 |
Small Cap | 44.74 | 33.79 |
Large Cap | 32.01 | 50.38 |
Mid Cap | 21.69 | 13.17 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Others | 1.56 | 1.82 |
Industrials | 50.43 | 48.78 |
Utilities | 5.55 | 7.78 |
Basic Materials | 16.12 | 11.8 |
Technology | 2.26 | 3.77 |
Financial Services | 2.35 | 4.34 |
Energy | 1.71 | 9.02 |
Consumer Cyclical | 10.44 | 1.75 |
Communication Services | 7.54 | 8.19 |
Real Estate | 2.04 | 2.75 |
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