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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) ₹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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