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

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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Sundaram Infrastructure Advantage Fund Regular Plan - Growth

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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	Very High
Asset Size (Cr)	₹2446 Cr	₹1044 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	1.98	2.35
Manager	Arjun Khanna	Rohit Seksaria
ISIN Code	INF178L01095	INF903J01F68
Exits Load	Exit load of 1% if redeemed within 90 days./365	For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month	-7.15%	-0.11%
6 Month	9.04%	21.82%
1 Year	49.45%	53.71%
3 Year	27.3%	28.1%
5 Year	27.61%	27.08%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	-	-
1 Year	30.6%	27.71%
3 Year	73.57%	63.16%
5 Year	143.63%	118.22%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	13.01%	9.93%
3 Year	15.44%	10.88%
5 Year	12.06%	7.85%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	11.95%	14.05%
Sharp	1.72%	1.43%
Beta	0.71%	0.84%
Alpha	9.47%	2.27%

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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	4.87	6.19
Large Cap	32.75	57.63
Small Cap	36.82	19.75
Mid Cap	26.43	16.41

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	4.87	3.94
Petroleum Products	1.93	-
Industrial Manufacturing	3.7	-
Construction	14.07	14.51
Electrical Equipment	6.78	-
Cement & Cement Products	6.37	-
Transport Services	8.31	-
Industrial Products	11.07	-
Gas	3.55	-
Finance	2.67	-
Agricultural, Commercial & Construction Vehicles	4.15	-
Consumer Durables	4.5	-
Aerospace & Defense	1.35	-
Auto Components	14.44	-
Telecom - Services	4.84	-
Chemicals & Petrochemicals	3.17	-
Power	3.47	-
Realty	1.63	-
Energy	-	20.48
Capital Goods	-	27.74
Materials	-	7.64
Financial	-	5.44
Automobile	-	1.15
Services	-	4.78
Communication	-	8.53
Diversified	-	1.11
Metals & Mining	-	3.99
Unclassified	-	0.67