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 | -8.93% | -11.1% |
| 6 Month | 0.47% | -5.37% |
| 1 Year | 36.81% | 32.59% |
| 3 Year | 25.01% | 23.53% |
| 5 Year | 26.8% | 25.97% |
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 23.66% | 18.08% |
| 3 Year | 32.76% | 32.43% |
| 5 Year | 33.36% | 32.9% |
| 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 | 1.4% | 1.84% |
| Beta | 0.75% | 0.49% |
| Alpha | 8.37% | 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 | 2.34 |
| Large Cap | 32.75 | 31.36 |
| Small Cap | 36.82 | 41.73 |
| Mid Cap | 26.43 | 24.57 |
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 4.87 | 2.34 |
| Petroleum Products | 1.93 | 1.13 |
| Industrial Manufacturing | 3.7 | 3.14 |
| Construction | 14.07 | 12.87 |
| Electrical Equipment | 6.78 | 12.33 |
| Cement & Cement Products | 6.37 | 12.76 |
| Transport Services | 8.31 | 3.2 |
| Industrial Products | 11.07 | 13.65 |
| Gas | 3.55 | 0.9 |
| Finance | 2.67 | - |
| Agricultural, Commercial & Construction Vehicles | 4.15 | - |
| Consumer Durables | 4.5 | 1.21 |
| Aerospace & Defense | 1.35 | 0.83 |
| Auto Components | 14.44 | 3.31 |
| Telecom - Services | 4.84 | 1.36 |
| Chemicals & Petrochemicals | 3.17 | 0.97 |
| Power | 3.47 | 14.22 |
| Realty | 1.63 | 7.99 |
| Paper, Forest & Jute Products | - | 1.61 |
| Diversified | - | 1.06 |
| Transport Infrastructure | - | 5.12 |
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