Kotak Infrastructure & Economic Reform Fund vs Tata Infrastructure Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2251 Cr | ₹2141 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Feb 2008 | 31 Dec 2004 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Infrastructure TRI | BSE India Infrastructure Index |
Turn Over | 12.24% | 20.89% |
Expense Ratio | 2 | 2.06 |
Manager | Arjun Khanna | Abhinav Sharma |
ISIN Code | INF178L01095 | INF277K01782 |
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 | Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% 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 | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
1 Month | 10.34% | 9.49% |
6 Month | -20.66% | -21.96% |
1 Year | 1.68% | -5.26% |
3 Year | 22.38% | 20.81% |
5 Year | 33.71% | 31.81% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
6 Month | -11.71% | -11.01% |
1 Year | -24.45% | -27.2% |
3 Year | 16.1% | 15.01% |
5 Year | 23.73% | 22.48% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
1 Year | 13.21% | 13.88% |
3 Year | 15.79% | 11.89% |
5 Year | 12.14% | 11.08% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 11.95% | 17.894% |
Sharp | 0.75% | 0.641% |
Beta | 0.87% | 1.106% |
Alpha | 3.18% | 4.067% |
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Fund Managers
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Name | Arjun Khanna | Abhinav Sharma |
Total AUM | ₹169639 Cr | ₹5613 Cr |
Funds Managed | 24 | 3 |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
Market Cap
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Others | 1.56 | 4.63 |
Small Cap | 44.74 | 42.62 |
Large Cap | 32.01 | 31.98 |
Mid Cap | 21.69 | 20.78 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Others | 1.56 | 4.63 |
Industrials | 50.43 | 50.51 |
Utilities | 5.55 | 14.51 |
Basic Materials | 16.12 | 15.25 |
Technology | 2.26 | 1.75 |
Financial Services | 2.35 | - |
Energy | 1.71 | 1.12 |
Consumer Cyclical | 10.44 | 3.71 |
Communication Services | 7.54 | 1.46 |
Real Estate | 2.04 | 7.06 |
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