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Kotak Infrastructure & Economic Reform Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
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) | ₹2251 Cr | ₹908 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 | 2 | 2.4 |
| Manager | Arjun Khanna | Rohit Seksaria |
| ISIN Code | INF178L01095 | INF903J01F68 |
| 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 | Sundaram Infrastructure Advantage Fund - 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 | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 10.4% | 10.52% |
| 6 Month | -20.55% | -13.92% |
| 1 Year | 1.68% | 4.89% |
| 3 Year | 21.37% | 19.76% |
| 5 Year | 33.25% | 31.88% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -11.71% | -5.84% |
| 1 Year | -24.45% | -14.51% |
| 3 Year | 16.1% | 18.94% |
| 5 Year | 23.73% | 22.55% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.21% | 10.21% |
| 3 Year | 15.79% | 10.95% |
| 5 Year | 12.14% | 8.03% |
Risk Management
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.95% | 16.019% |
| Sharp | 0.75% | 0.676% |
| Beta | 0.87% | 1.019% |
| Alpha | 3.18% | 4.004% |
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Fund Managers
| 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 |
| Funds Managed | 24 | 15 |
| Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.56 | 5.78 |
| Small Cap | 44.74 | 24.08 |
| Large Cap | 32.01 | 54.82 |
| Mid Cap | 21.69 | 15.32 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.56 | 5.78 |
| Industrials | 50.43 | 41.33 |
| Utilities | 5.55 | 10.5 |
| Basic Materials | 16.12 | 8.58 |
| Technology | 2.26 | 0.51 |
| Financial Services | 2.35 | 4.53 |
| Energy | 1.71 | 10.9 |
| Consumer Cyclical | 10.44 | 4.92 |
| Communication Services | 7.54 | 10.2 |
| Real Estate | 2.04 | 2.74 |
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