Kotak Infrastructure & Economic Reform Fund vs SBI Infrastructure Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon SBI Infrastructure Fund - Regular Plan - Growth

Invest Now

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) ₹2368 Cr ₹4963 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 1.99 1.88
Manager Arjun Khanna Pradeep Kesavan
ISIN Code INF178L01095 INF200K01CT2
Exits Load Kotak Infrastructure and Economic Reform Fund - Growth charges 1.0% 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

Trailing Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth SBI Infrastructure Fund - Regular Plan - Growth
1 Month 4.93% 1.11%
6 Month -2.66% -3.87%
1 Year 38.1% 23.55%
3 Year 29.78% 26.42%
5 Year 28.19% 25.86%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth SBI Infrastructure Fund - Regular Plan - Growth
6 Month - -
1 Year - 7.54%
3 Year - 30.43%
5 Year - 30.67%

Rolling Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth SBI Infrastructure Fund - Regular Plan - Growth
1 Year 12.88% 9.9%
3 Year 15.24% 10.46%
5 Year 12.05% 10.25%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth SBI Infrastructure Fund - Regular Plan - Growth
Standard Deviation 11.95% 11.75%
Sharp 1.45% 1.92%
Beta 0.74% 0.74%
Alpha 8.92% 8.04%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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
Fund Manage 24 43
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth SBI Infrastructure Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

SBI Infrastructure Fund - Regular Plan - Growth

Others 3.01 4.42
Small Cap 42.42 38.57
Large Cap 31.87 36.47
Mid Cap 22.88 20.54

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

SBI Infrastructure Fund - Regular Plan - Growth

Others 3.01 4.42
Industrial Manufacturing 4.1 6.55
Construction 14.29 11.83
Electrical Equipment 5.25 0.53
Cement & Cement Products 6.98 10.42
Consumer Durables 7.78 4.46
Transport Services 6.69 2.12
Industrial Products 9.76 8.98
Gas 2.91 1.45
Finance 2.4 2.21
Agricultural, Commercial & Construction Vehicles 3.78 -
Petroleum Products 1.81 11.01
Aerospace & Defense 4.94 -
Auto Components 12.64 1.73
Telecom - Services 7.8 8.3
Chemicals & Petrochemicals 3.11 1.47
Power 0.78 6.11
Realty 2.15 3.31
Capital Markets - 5.39
Banks - 5.41
Leisure Services - 0.91
Transport Infrastructure - 1.71
Fertilizers & Agrochemicals - 1.68

Top Comparisons

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns5.89%

VS

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns5.86%

Compare Now

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

3Y Returns12.17%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns15.84%

Compare Now

360 ONE FlexiCap Fund Regular - Growth 360 ONE FlexiCap Fund Regular - Growth

3Y Returns0%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns18.81%

Compare Now

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns6.47%

VS

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns6.64%

Compare Now
Request call back
Add to Cart Successfully