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

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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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)	₹2251 Cr	₹1496 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	2	2.08
Manager	Arjun Khanna	Amit Nigam
ISIN Code	INF178L01095	INF205K01CD5
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	Invesco India Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
1 Month	9.51%	9.65%
6 Month	-16.79%	-13.76%
1 Year	-0.65%	3.03%
3 Year	21.25%	22.61%
5 Year	31.65%	30.68%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
6 Month	-8.19%	-7.14%
1 Year	-25.33%	-22.47%
3 Year	13.85%	19.28%
5 Year	21.96%	23.39%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
1 Year	13.21%	9.38%
3 Year	15.79%	12.7%
5 Year	12.14%	12.85%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Standard Deviation	11.95%	18.64%
Sharp	0.77%	0.729%
Beta	0.88%	1.124%
Alpha	3.08%	6.055%

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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
Funds Managed	24	13
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Others	1.82	1.91
Small Cap	40.7	37.47
Large Cap	34.33	28.88
Mid Cap	23.15	31.74

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Others	1.82	1.91
Industrial Manufacturing	3.51	-
Construction	15.24	-
Electrical Equipment	5.03	-
Other Utilities	0.77	-
Cement and Cement Products	8.8	-
Consumer Durables	6.98	-
Power	2.88	-
Transport Services	6.65	-
Industrial Products	8.93	-
Finance	2.41	-
Agricultural, Commercial & Construction Vehicles	1.69	-
Petroleum Products	1.8	-
Gas	1.44	-
Aerospace and Defense	1.91	-
Aerospace & Defense	2.26	-
Auto Components	11.64	-
Telecom - Services	8.67	-
Chemicals and Petrochemicals	3.32	-
Agricultural, Commercial and Constr	2.35	-
Realty	1.9	-
Industrials	-	58.84
Consumer Cyclical	-	8.55
Financial Services	-	1.98
Healthcare	-	3.46
Energy	-	1.95
Utilities	-	8.11
Basic Materials	-	6.3
Communication Services	-	4.1
Real Estate	-	1.64
Technology	-	3.15