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LIC MF Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
LIC MF Infrastructure Fund-Growth
LIC MF Infrastructure Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2251 Cr | ₹881 Cr | ₹881 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 25 Feb 2008 | 24 Mar 2008 | 24 Mar 2008 |
| Category | Infrastructure | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Infrastructure TRI | Nifty Infrastructure TRI | Nifty Infrastructure TRI |
| Turn Over | 12.24% | % | 51% |
| Expense Ratio | 2 | 2.2 | 2.2 |
| Manager | Arjun Khanna | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF178L01095 | INF767K01501 | INF767K01501 |
| 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 | LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 10.34% | 12.22% | 12.22% |
| 6 Month | -20.66% | -16.09% | -16.09% |
| 1 Year | 1.68% | 15.85% | 15.85% |
| 3 Year | 22.38% | 25.36% | 25.36% |
| 5 Year | 33.71% | 33.49% | 33.49% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | -8.64% | -6.6% | -6.6% |
| 1 Year | -22.8% | -13.82% | -13.82% |
| 3 Year | 16.48% | 26.8% | 26.8% |
| 5 Year | 23.98% | 28.28% | 28.28% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 13.21% | 10.04% | 10.04% |
| 3 Year | 15.79% | 9.91% | 9.91% |
| 5 Year | 12.14% | 9.6% | 9.6% |
Risk Management
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 11.95% | 18.716% | 18.716% |
| Sharp | 0.75% | 0.8% | 0.8% |
| Beta | 0.87% | 1.078% | 1.078% |
| Alpha | 3.18% | 7.739% | 7.739% |
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Fund Managers
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Arjun Khanna | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹169639 Cr | ₹5898 Cr | ₹5898 Cr |
| Funds Managed | 24 | 7 | 7 |
| Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | LIC MF Infrastructure Fund-Growth | LIC MF Infrastructure Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
LIC MF Infrastructure Fund-Growth |
LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 1.56 | 4.09 | 4.09 |
| Small Cap | 44.74 | 52.04 | 52.04 |
| Large Cap | 32.01 | 21.32 | 21.32 |
| Mid Cap | 21.69 | 22.54 | 22.54 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
LIC MF Infrastructure Fund-Growth |
LIC MF Infrastructure Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 1.56 | 3.44 | 3.44 |
| Industrials | 50.43 | 53.11 | 53.11 |
| Utilities | 5.55 | 8.21 | 8.21 |
| Basic Materials | 16.12 | 11.98 | 11.98 |
| Technology | 2.26 | 2.16 | 2.16 |
| Financial Services | 2.35 | 6.04 | 6.04 |
| Energy | 1.71 | 0.74 | 0.74 |
| Consumer Cyclical | 10.44 | 9.02 | 9.02 |
| Communication Services | 7.54 | 1.9 | 1.9 |
| Real Estate | 2.04 | 2.74 | 2.74 |
| Healthcare | - | 0.65 | 0.65 |
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