UTI Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
UTI Infrastructure Fund-Growth Option
Chart Comparison
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) | ₹2251 Cr | ₹2118 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Feb 2008 | 30 Jul 2005 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Infrastructure TRI | Nifty Infrastructure TRI |
Turn Over | 12.24% | 15% |
Expense Ratio | 2 | 2.19 |
Manager | Arjun Khanna | Sachin Trivedi |
ISIN Code | INF178L01095 | INF789F01752 |
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 | UTI Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | UTI Infrastructure Fund-Growth Option |
---|---|---|
1 Month | 10.4% | 8.81% |
6 Month | -20.55% | -13.43% |
1 Year | 1.68% | 4.62% |
3 Year | 21.37% | 20.7% |
5 Year | 33.25% | 28.91% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | UTI Infrastructure Fund-Growth Option |
---|---|---|
6 Month | -11.71% | -3.2% |
1 Year | -24.45% | -11.74% |
3 Year | 16.1% | 19.01% |
5 Year | 23.73% | 21.71% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | UTI Infrastructure Fund-Growth Option |
---|---|---|
1 Year | 13.21% | 10.03% |
3 Year | 15.79% | 9.5% |
5 Year | 12.14% | 7.83% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | UTI Infrastructure Fund-Growth Option |
---|---|---|
Standard Deviation | 11.95% | 15.453% |
Sharp | 0.75% | 0.717% |
Beta | 0.87% | 1.003% |
Alpha | 3.18% | 4.354% |
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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 |
Funds Managed | 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 | 1.56 | 6.87 |
Small Cap | 44.74 | 14.89 |
Large Cap | 32.01 | 63.72 |
Mid Cap | 21.69 | 14.53 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
UTI Infrastructure Fund-Growth Option |
---|---|---|
Others | 1.56 | 6.06 |
Industrials | 50.43 | 36.88 |
Utilities | 5.55 | 10.64 |
Basic Materials | 16.12 | 7 |
Technology | 2.26 | - |
Financial Services | 2.35 | 6.99 |
Energy | 1.71 | 11.23 |
Consumer Cyclical | 10.44 | 3.4 |
Communication Services | 7.54 | 14.52 |
Real Estate | 2.04 | 3.28 |
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