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 | 3.69% | 4.06% |
6 Month | -14.14% | -6.65% |
1 Year | 0.84% | 6.53% |
3 Year | 21.76% | 20.49% |
5 Year | 32.53% | 27.77% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | UTI Infrastructure Fund-Growth Option |
---|---|---|
6 Month | -4.08% | 2.52% |
1 Year | -18.58% | -4.88% |
3 Year | 16.86% | 20.19% |
5 Year | 23.84% | 22.1% |
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 | 0.77% | 0.717% |
Beta | 0.88% | 1.003% |
Alpha | 3.08% | 4.354% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 1.82 | 6.87 |
Small Cap | 40.7 | 14.89 |
Large Cap | 34.33 | 63.72 |
Mid Cap | 23.15 | 14.53 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
UTI Infrastructure Fund-Growth Option |
---|---|---|
Others | 1.82 | 6.06 |
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 | - |
Communication Services | - | 14.52 |
Energy | - | 11.23 |
Industrials | - | 36.88 |
Basic Materials | - | 7 |
Financial Services | - | 6.99 |
Real Estate | - | 3.28 |
Utilities | - | 10.64 |
Consumer Cyclical | - | 3.4 |
Top Comparisons
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.01%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.5%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns16.49%
Tata Quant Fund-Regular Plan-Growth
3Y Returns-100%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns16.02%
Quant Large Cap Fund Regular - Growth
3Y Returns0%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns14.39%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns9.41%