UTI Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

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tortoise-icon Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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tortoise-icon UTI Infrastructure Fund-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 UTI Infrastructure Fund-Growth Option
Fund Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth UTI Infrastructure Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2446 Cr ₹2410 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 25 Feb 2008 01 Aug 2005
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY Infrastructure TRI Nifty Infrastructure TRI
Turn Over 12.24% 15%
Expense Ratio 1.98 2.15
Manager Arjun Khanna Sachin Trivedi
ISIN Code INF178L01095 INF789F01752
Exits Load Exit load of 1% if redeemed within 90 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth UTI Infrastructure Fund-Growth Option
1 Month -8.93% -9.41%
6 Month 0.47% -1.47%
1 Year 36.81% 30.66%
3 Year 25.01% 19.17%
5 Year 26.8% 20.28%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth UTI Infrastructure Fund-Growth Option
6 Month - -
1 Year 23.66% 15.12%
3 Year 32.76% 27.56%
5 Year 33.36% 26.55%

Rolling Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth UTI Infrastructure Fund-Growth Option
1 Year 12.88% 9.77%
3 Year 15.24% 9.25%
5 Year 12.05% 7.54%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth UTI Infrastructure Fund-Growth Option
Standard Deviation 11.95% 13.22%
Sharp 1.4% 1.43%
Beta 0.75% 0.82%
Alpha 8.37% 1.78%

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Fund Managers

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth UTI Infrastructure Fund-Growth Option
Name Arjun Khanna Sachin Trivedi
Total AUM ₹169639 Cr ₹7301 Cr
Fund Manage 24 3
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth UTI Infrastructure Fund-Growth Option

Market Cap

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

UTI Infrastructure Fund-Growth Option

Others 4.87 3.51
Large Cap 32.75 62.57
Small Cap 36.82 15.56
Mid Cap 26.43 18.37

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

UTI Infrastructure Fund-Growth Option

Others 4.87 2.81
Petroleum Products 1.93 -
Industrial Manufacturing 3.7 -
Construction 14.07 20.58
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 -
Financial - 6.04
Communication - 11.03
Energy - 21.52
Capital Goods - 14.23
Metals & Mining - 1.29
Materials - 5.74
Services - 9.52
Consumer Discretionary - 2.69
Automobile - 3.26
Diversified - 1.3

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