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

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Invesco India Infrastructure Fund - Growth Option

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)	₹2269 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	2	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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
1 Month	4.45%	-0.36%
6 Month	27.13%	27.05%
1 Year	52.69%	70.36%
3 Year	31.24%	33.31%
5 Year	30.69%	33.58%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
6 Month	-	-
1 Year	30.6%	35.5%
3 Year	73.57%	80.67%
5 Year	143.63%	149.85%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
1 Year	33.76%	35.09%
3 Year	101.83%	101.75%
5 Year	157.52%	163.82%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Standard Deviation	11.95%	14.54%
Sharp	2.02%	1.67%
Beta	0.69%	0.49%
Alpha	10.17%	7.42%

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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Others	4.87	1.88
Cement & Cement Products	6.37	-
Telecom - Services	4.84	-
Transport Services	8.31	-
Construction	14.07	10.11
Chemicals & Petrochemicals	3.17	-
Electrical Equipment	6.78	-
Consumer Durables	4.5	-
Industrial Products	11.07	-
Finance	2.67	-
Auto Components	14.44	-
Power	3.47	-
Agricultural, Commercial & Construction Vehicles	4.15	-
Petroleum Products	1.93	-
Realty	1.63	-
Industrial Manufacturing	3.7	-
Gas	3.55	-
Aerospace & Defense	1.35	-
Energy	-	23.57
Capital Goods	-	38.33
Chemicals	-	3.04
Metals & Mining	-	3.94
Services	-	5.18
Financial	-	2.62
Healthcare	-	3.87
Materials	-	4.01
Communication	-	1.12
Automobile	-	2.33