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

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)	₹2269 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	2	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	4.45%	-1.92%
6 Month	27.13%	22.4%
1 Year	52.69%	57.71%
3 Year	31.24%	33.13%
5 Year	30.69%	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	33.76%	34.23%
3 Year	101.83%	100.97%
5 Year	157.52%	157.63%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation	11.95%	13.62%
Sharp	2.02%	1.84%
Beta	0.69%	0.49%
Alpha	10.17%	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
Cement & Cement Products	6.37	-
Telecom - Services	4.84	-
Transport Services	8.31	-
Construction	14.07	21.27
Chemicals & Petrochemicals	3.17	-
Electrical Equipment	6.78	-
Consumer Durables	4.5	-
Industrial Products	11.07	-
Finance	2.67	-
Auto Components	14.44	-
Power	3.47	-
Agricultural, Commercial & Construction Vehicles	4.15	-
Petroleum Products	1.93	-
Realty	1.63	-
Industrial Manufacturing	3.7	-
Gas	3.55	-
Aerospace & Defense	1.35	-
Energy	-	16.14
Services	-	8.2
Capital Goods	-	28.34
Materials	-	12.78
Metals & Mining	-	5.73
Communication	-	1.48
Consumer Staples	-	1.32
Diversified	-	1.21
Chemicals	-	1.16