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
| 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 | -6.88% | -4.83% |
| 6 Month | -9.21% | -7.21% |
| 1 Year | 20.26% | 15.05% |
| 3 Year | 24% | 18.28% |
| 5 Year | 24.68% | 21.83% |
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 1.3% | -0.13% |
| 3 Year | 26.57% | 24.09% |
| 5 Year | 30.02% | 25.95% |
| 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 | 1.41% | 1.43% |
| Beta | 0.73% | 0.84% |
| Alpha | 9.68% | 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 |
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