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) | ₹2446 Cr | ₹2480 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 | 1.98 | 2.06 |
| Manager | Arjun Khanna | Abhinav Sharma |
| ISIN Code | INF178L01095 | INF277K01782 |
| Exits Load | Exit load of 1% if redeemed within 90 days./365 | Exit load of 0.25% if redeemed within 30 days./365 |
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -7.15% | -1.92% |
| 6 Month | 9.04% | 22.4% |
| 1 Year | 49.45% | 57.71% |
| 3 Year | 27.3% | 33.13% |
| 5 Year | 27.61% | 30.73% |
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 30.6% | 31.02% |
| 3 Year | 73.57% | 76.27% |
| 5 Year | 143.63% | 145.95% |
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 13.01% | 13.61% |
| 3 Year | 15.44% | 11.73% |
| 5 Year | 12.06% | 10.86% |
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 11.95% | 13.62% |
| Sharp | 1.72% | 1.84% |
| Beta | 0.71% | 0.49% |
| Alpha | 9.47% | 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 | 4.87 | 4.38 |
| Large Cap | 32.75 | 31.22 |
| Small Cap | 36.82 | 32.8 |
| Mid Cap | 26.43 | 31.6 |
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 4.87 | 2.37 |
| Petroleum Products | 1.93 | - |
| Industrial Manufacturing | 3.7 | - |
| Construction | 14.07 | 21.27 |
| 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 | - |
| Materials | - | 12.78 |
| Capital Goods | - | 28.34 |
| Consumer Staples | - | 1.32 |
| Energy | - | 16.14 |
| Communication | - | 1.48 |
| Metals & Mining | - | 5.73 |
| Diversified | - | 1.21 |
| Chemicals | - | 1.16 |
| Services | - | 8.2 |
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