Kotak Infrastructure & Economic Reform Fund vs HSBC Infrastructure Fund compare

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

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tortoise-icon HSBC Infrastructure Fund - Regular Growth

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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 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) ₹2446 Cr ₹2780 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 25 Feb 2008 01 Jan 2013
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY Infrastructure TRI NIFTY Infrastructure TRI
Turn Over 12.24% 28%
Expense Ratio 1.98 2.04
Manager Arjun Khanna Venugopal Manghat
ISIN Code INF178L01095 INF917K01536
Exits Load Exit load of 1% if redeemed within 90 days./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
1 Month -8.93% -7.95%
6 Month 0.47% 2.74%
1 Year 36.81% 39.19%
3 Year 25.01% 24.42%
5 Year 26.8% 24.9%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
6 Month - -
1 Year 23.66% 26.91%
3 Year 32.76% 34.86%
5 Year 33.36% 33.1%

Rolling Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
1 Year 12.88% 8.89%
3 Year 15.24% 16.02%
5 Year 12.05% 11.14%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
Standard Deviation 11.95% 14.53%
Sharp 1.4% 1.67%
Beta 0.75% 0.78%
Alpha 8.37% 7.95%

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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
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 4.87 2.67
Large Cap 32.75 45.29
Small Cap 36.82 37.69
Mid Cap 26.43 14.35

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

HSBC Infrastructure Fund - Regular Growth

Others 4.87 1.48
Petroleum Products 1.93 -
Industrial Manufacturing 3.7 -
Construction 14.07 18.54
Electrical Equipment 6.78 -
Cement & Cement Products 6.37 -
Transport Services 8.31 -
Industrial Products 11.07 -
Gas 3.55 -
Finance 2.67 -
Agricultural, Commercial & Construction Vehicles 4.15 -
Consumer Durables 4.5 -
Aerospace & Defense 1.35 -
Auto Components 14.44 -
Telecom - Services 4.84 -
Chemicals & Petrochemicals 3.17 -
Power 3.47 -
Realty 1.63 -
Communication - 3.8
Energy - 13.89
Capital Goods - 37.01
Metals & Mining - 6.08
Consumer Staples - 3.06
Services - 4.89
Financial - 2.24
Materials - 5.03
Consumer Discretionary - 0.85
Diversified - 1.59
Automobile - 1.54

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