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Kotak Infrastructure & Economic Reform Fund vs Tata Infrastructure Fund compare

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

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tortoise-icon 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 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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