Kotak Infrastructure & Economic Reform Fund vs LIC MF Infrastructure Fund compare

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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LIC MF Infrastructure Fund-Growth

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LIC MF Infrastructure Fund-Regular Plan-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	LIC MF Infrastructure Fund-Growth	LIC MF Infrastructure Fund-Regular Plan-Growth
Fund	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	LIC MF Infrastructure Fund-Growth	LIC MF Infrastructure Fund-Regular Plan-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹2251 Cr	₹881 Cr	₹881 Cr
Min Investment	₹100	₹5000	₹5000
Min SIP Invesment	₹100	₹1000	₹1000
Min Addl Investment	₹100	₹500	₹500
Launch Date	25 Feb 2008	24 Mar 2008	24 Mar 2008
Category	Infrastructure	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	Nifty Infrastructure TRI	Nifty Infrastructure TRI
Turn Over	12.24%	%	51%
Expense Ratio	2	2.2	2.2
Manager	Arjun Khanna	Yogesh Patil	Yogesh Patil
ISIN Code	INF178L01095	INF767K01501	INF767K01501
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	LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	LIC MF Infrastructure Fund-Growth	LIC MF Infrastructure Fund-Regular Plan-Growth
1 Month	3.69%	0.52%	0.52%
6 Month	-14.14%	-12.74%	-12.74%
1 Year	0.84%	12.42%	12.42%
3 Year	21.76%	24.59%	24.59%
5 Year	32.53%	32.79%	32.79%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	LIC MF Infrastructure Fund-Growth	LIC MF Infrastructure Fund-Regular Plan-Growth
6 Month	-4.08%	-5.81%	-5.81%
1 Year	-18.58%	-17.43%	-17.43%
3 Year	16.86%	24.59%	24.59%
5 Year	23.84%	26.72%	26.72%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	LIC MF Infrastructure Fund-Growth	LIC MF Infrastructure Fund-Regular Plan-Growth
1 Year	13.21%	10.04%	10.04%
3 Year	15.79%	9.91%	9.91%
5 Year	12.14%	9.6%	9.6%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	LIC MF Infrastructure Fund-Growth	LIC MF Infrastructure Fund-Regular Plan-Growth
Standard Deviation	11.95%	18.716%	18.716%
Sharp	0.77%	0.8%	0.8%
Beta	0.88%	1.078%	1.078%
Alpha	3.08%	7.739%	7.739%

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Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	LIC MF Infrastructure Fund-Growth	LIC MF Infrastructure Fund-Regular Plan-Growth
Name	Arjun Khanna	Yogesh Patil	Yogesh Patil
Total AUM	₹169639 Cr	₹5898 Cr	₹5898 Cr
Funds Managed	24	7	7
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	LIC MF Infrastructure Fund-Growth	LIC MF Infrastructure Fund-Regular Plan-Growth

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	LIC MF Infrastructure Fund-Growth	LIC MF Infrastructure Fund-Regular Plan-Growth
Others	1.82	4.09	4.09
Small Cap	40.7	52.04	52.04
Large Cap	34.33	21.32	21.32
Mid Cap	23.15	22.54	22.54

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	LIC MF Infrastructure Fund-Growth	LIC MF Infrastructure Fund-Regular Plan-Growth
Others	1.82	3.44	3.44
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	-	53.11	53.11
Financial Services	-	6.04	6.04
Energy	-	0.74	0.74
Basic Materials	-	11.98	11.98
Utilities	-	8.21	8.21
Technology	-	2.16	2.16
Real Estate	-	2.74	2.74
Consumer Cyclical	-	9.02	9.02
Communication Services	-	1.9	1.9
Healthcare	-	0.65	0.65