Kotak Infrastructure & Economic Reform Fund vs SBI Infrastructure Fund compare

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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SBI 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	SBI Infrastructure Fund - Regular Plan - Growth
Fund	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2251 Cr	₹4867 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Feb 2008	06 Jul 2007
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	Nifty Infrastructure TRI
Turn Over	12.24%	43%
Expense Ratio	2	1.88
Manager	Arjun Khanna	Pradeep Kesavan
ISIN Code	INF178L01095	INF200K01CT2
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	SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
1 Month	10.34%	8.24%
6 Month	-20.66%	-16.35%
1 Year	1.68%	1.75%
3 Year	22.38%	23.02%
5 Year	33.71%	33.15%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
6 Month	-11.71%	-7.12%
1 Year	-24.45%	-17.09%
3 Year	16.1%	20.07%
5 Year	23.73%	24.37%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
1 Year	13.21%	10.14%
3 Year	15.79%	10.73%
5 Year	12.14%	10.45%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Standard Deviation	11.95%	15.272%
Sharp	0.75%	0.935%
Beta	0.87%	0.976%
Alpha	3.18%	7.741%

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Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Name	Arjun Khanna	Pradeep Kesavan
Total AUM	₹169639 Cr	₹434274 Cr
Funds Managed	24	43
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Others	1.56	8.67
Small Cap	44.74	33.33
Large Cap	32.01	36.17
Mid Cap	21.69	21.84

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Others	1.56	8.67
Industrials	50.43	31.98
Utilities	5.55	5.52
Basic Materials	16.12	12.74
Technology	2.26	-
Financial Services	2.35	14.47
Energy	1.71	11.49
Consumer Cyclical	10.44	3.38
Communication Services	7.54	8.58
Real Estate	2.04	3.19