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

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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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 Risk	Very High Risk
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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month	-11.79%	-7.8%
6 Month	-19.48%	-15.99%
1 Year	1.76%	2.26%
3 Year	20.77%	18.36%
5 Year	22.05%	19.69%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	-	-
1 Year	-24.06%	-18.2%
3 Year	15.63%	16.56%
5 Year	23.79%	21.73%

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%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	11.95%	15.216%
Sharp	1.1%	0.793%
Beta	0.76%	0.998%
Alpha	7.01%	4.005%

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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