Tata Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
| 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) | ₹2368 Cr | ₹2451 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 | 1.99 | 2.04 |
| Manager | Arjun Khanna | Abhinav Sharma |
| ISIN Code | INF178L01095 | INF277K01782 |
| Exits Load | Kotak Infrastructure and Economic Reform Fund - Growth charges 1.0% 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 | -5.29% | -5.96% |
| 6 Month | -7.66% | -12.91% |
| 1 Year | 22.19% | 11.65% |
| 3 Year | 23.99% | 20.26% |
| 5 Year | 25.19% | 24.17% |
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 1.3% | -11.03% |
| 3 Year | 26.57% | 22.72% |
| 5 Year | 30.02% | 27.36% |
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 12.88% | 13.7% |
| 3 Year | 15.24% | 11.61% |
| 5 Year | 12.05% | 10.81% |
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 11.95% | 13.62% |
| Sharp | 1.41% | 1.84% |
| Beta | 0.73% | 0.49% |
| Alpha | 9.68% | 8.79% |
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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 |
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