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

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

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tortoise-icon Sundaram Infrastructure Advantage 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 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) ₹2446 Cr ₹1044 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 1.98 2.35
Manager Arjun Khanna Rohit Seksaria
ISIN Code INF178L01095 INF903J01F68
Exits Load Exit load of 1% if redeemed within 90 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month -8.93% -7.52%
6 Month 0.47% -0.2%
1 Year 36.81% 35.35%
3 Year 25.01% 19.92%
5 Year 26.8% 23.25%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month - -
1 Year 23.66% 20.77%
3 Year 32.76% 29.69%
5 Year 33.36% 29.19%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation 11.95% 14.05%
Sharp 1.4% 1.43%
Beta 0.75% 0.84%
Alpha 8.37% 2.27%

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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
Fund Manage 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 4.87 6.19
Large Cap 32.75 57.63
Small Cap 36.82 19.75
Mid Cap 26.43 16.41

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Others 4.87 3.94
Petroleum Products 1.93 -
Industrial Manufacturing 3.7 -
Construction 14.07 14.51
Electrical Equipment 6.78 -
Cement & Cement Products 6.37 -
Transport Services 8.31 -
Industrial Products 11.07 -
Gas 3.55 -
Finance 2.67 -
Agricultural, Commercial & Construction Vehicles 4.15 -
Consumer Durables 4.5 -
Aerospace & Defense 1.35 -
Auto Components 14.44 -
Telecom - Services 4.84 -
Chemicals & Petrochemicals 3.17 -
Power 3.47 -
Realty 1.63 -
Energy - 20.48
Capital Goods - 27.74
Materials - 7.64
Financial - 5.44
Automobile - 1.15
Services - 4.78
Communication - 8.53
Diversified - 1.11
Metals & Mining - 3.99
Unclassified - 0.67

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