Tata Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month	3.69%	2.57%
6 Month	-14.14%	-16.71%
1 Year	0.84%	-5.46%
3 Year	21.76%	19.57%
5 Year	32.53%	31.16%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month	-4.08%	-3.66%
1 Year	-18.58%	-21.66%
3 Year	16.86%	15.47%
5 Year	23.84%	22.37%

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%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation	11.95%	17.894%
Sharp	0.77%	0.641%
Beta	0.88%	1.106%
Alpha	3.08%	4.067%

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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
Funds Managed	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	1.82	4.63
Small Cap	40.7	42.62
Large Cap	34.33	31.98
Mid Cap	23.15	20.78

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	1.82	4.63
Industrial Manufacturing	3.51	-
Construction	15.24	-
Electrical Equipment	5.03	-
Other Utilities	0.77	-
Cement and Cement Products	8.8	-
Consumer Durables	6.98	-
Power	2.88	-
Transport Services	6.65	-
Industrial Products	8.93	-
Finance	2.41	-
Agricultural, Commercial & Construction Vehicles	1.69	-
Petroleum Products	1.8	-
Gas	1.44	-
Aerospace and Defense	1.91	-
Aerospace & Defense	2.26	-
Auto Components	11.64	-
Telecom - Services	8.67	-
Chemicals and Petrochemicals	3.32	-
Agricultural, Commercial and Constr	2.35	-
Realty	1.9	-
Industrials	-	50.51
Basic Materials	-	15.25
Technology	-	1.75
Real Estate	-	7.06
Energy	-	1.12
Consumer Cyclical	-	3.71
Communication Services	-	1.46
Utilities	-	14.51