Kotak Infrastructure & Economic Reform Fund vs Invesco India Infrastructure Fund compare

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

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tortoise-icon Invesco India Infrastructure Fund - Growth Option

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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 Invesco India Infrastructure Fund - Growth Option
Fund Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Invesco India Infrastructure Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2446 Cr ₹1464 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 25 Feb 2008 21 Nov 2007
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY Infrastructure TRI BSE India Infrastructure Index
Turn Over 12.24% 55%
Expense Ratio 1.98 2.1
Manager Arjun Khanna Amit Nigam
ISIN Code INF178L01095 INF205K01CD5
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 Invesco India Infrastructure Fund - Growth Option
1 Month -8.93% -7.44%
6 Month 0.47% 1.54%
1 Year 36.81% 44.67%
3 Year 25.01% 24.95%
5 Year 26.8% 28.66%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Invesco India Infrastructure Fund - Growth Option
6 Month - -
1 Year 23.66% 27.81%
3 Year 32.76% 37.24%
5 Year 33.36% 34.58%

Rolling Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Invesco India Infrastructure Fund - Growth Option
1 Year 12.88% 8.93%
3 Year 15.24% 12.44%
5 Year 12.05% 12.71%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Invesco India Infrastructure Fund - Growth Option
Standard Deviation 11.95% 14.54%
Sharp 1.4% 1.67%
Beta 0.75% 0.49%
Alpha 8.37% 7.42%

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Fund Managers

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Invesco India Infrastructure Fund - Growth Option
Name Arjun Khanna Amit Nigam
Total AUM ₹169639 Cr ₹14602 Cr
Fund Manage 24 13
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Invesco India Infrastructure Fund - Growth Option

Market Cap

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Invesco India Infrastructure Fund - Growth Option

Others 4.87 9.96
Large Cap 32.75 40.95
Small Cap 36.82 18.41
Mid Cap 26.43 30.68

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Invesco India Infrastructure Fund - Growth Option

Others 4.87 1.88
Petroleum Products 1.93 -
Industrial Manufacturing 3.7 -
Construction 14.07 10.11
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 -
Capital Goods - 38.33
Automobile - 2.33
Financial - 2.62
Healthcare - 3.87
Energy - 23.57
Services - 5.18
Materials - 4.01
Chemicals - 3.04
Communication - 1.12
Metals & Mining - 3.94

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