Kotak Infrastructure & Economic Reform Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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Sundaram Infrastructure Advantage Fund Regular Plan - Growth

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Overview

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2368 Cr	₹1000 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	25 Feb 2008	29 Sep 2005
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	NIFTY Infrastructure TRI
Turn Over	12.24%	31%
Expense Ratio	1.99	2.36
Manager	Arjun Khanna	Rohit Seksaria
ISIN Code	INF178L01095	INF903J01F68
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	Sundaram Infrastructure Advantage Fund - 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	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month	4.93%	2.11%
6 Month	-2.66%	-3.54%
1 Year	38.1%	25.37%
3 Year	29.78%	21.87%
5 Year	28.19%	24.2%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	-	-
1 Year	-	11.41%
3 Year	-	28.06%
5 Year	-	28.48%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	12.88%	9.73%
3 Year	15.24%	10.84%
5 Year	12.05%	7.89%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	11.95%	14.05%
Sharp	1.45%	1.43%
Beta	0.74%	0.84%
Alpha	8.92%	2.27%

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Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name	Arjun Khanna	Rohit Seksaria
Total AUM	₹169639 Cr	₹0 Cr
Fund Manage	24	15
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	3.01	5.52
Small Cap	42.42	27.09
Large Cap	31.87	51.62
Mid Cap	22.88	16.3

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	3.01	5.52
Industrial Manufacturing	4.1	0.96
Construction	14.29	13.2
Electrical Equipment	5.25	13.05
Cement & Cement Products	6.98	6.83
Consumer Durables	7.78	2.58
Transport Services	6.69	2.87
Industrial Products	9.76	11.92
Gas	2.91	1.2
Finance	2.4	0.97
Agricultural, Commercial & Construction Vehicles	3.78	-
Petroleum Products	1.81	7.25
Aerospace & Defense	4.94	1.85
Auto Components	12.64	3.29
Telecom - Services	7.8	9.09
Chemicals & Petrochemicals	3.11	-
Power	0.78	9.54
Realty	2.15	2.61
Banks	-	3.34
Oil	-	1.41
Consumable Fuels	-	1.02
Transport Infrastructure	-	1.17
Ferrous Metals	-	0.86