Kotak Infrastructure & Economic Reform Fund vs Tata Infrastructure Fund compare

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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Tata Infrastructure Fund-Regular Plan- Growth Option

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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	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 Risk	Very High Risk
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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month	-11.79%	-9.85%
6 Month	-19.48%	-23.8%
1 Year	1.76%	-5.1%
3 Year	20.77%	18.62%
5 Year	22.05%	21.68%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month	-	-
1 Year	-24.06%	-29.54%
3 Year	15.63%	13.69%
5 Year	23.79%	22.11%

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%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation	11.95%	16.404%
Sharp	1.1%	0.843%
Beta	0.76%	1.05%
Alpha	7.01%	5.351%

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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
Fund Manage	24	3
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	3.01	3.69
Small Cap	42.42	40.3
Large Cap	31.87	31.47
Mid Cap	22.88	24.54

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	3.01	3.69
Industrial Manufacturing	4.1	3.15
Construction	14.29	13.11
Electrical Equipment	5.25	13.03
Cement & Cement Products	6.98	13.1
Consumer Durables	7.78	1.06
Transport Services	6.69	3.07
Industrial Products	9.76	12.82
Gas	2.91	0.8
Finance	2.4	-
Agricultural, Commercial & Construction Vehicles	3.78	-
Petroleum Products	1.81	1.04
Aerospace & Defense	4.94	0.92
Auto Components	12.64	3.07
Telecom - Services	7.8	1.26
Chemicals & Petrochemicals	3.11	0.93
Power	0.78	14.09
Realty	2.15	7.78
Paper, Forest & Jute Products	-	1.42
Diversified	-	1.2
Transport Infrastructure	-	4.46