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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 Risk Very High Risk
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 -11.79% -4.24%
6 Month -19.48% -14.46%
1 Year 1.76% 3.06%
3 Year 20.77% 18.35%
5 Year 22.05% 17.84%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth UTI Infrastructure Fund-Growth Option
6 Month - -
1 Year -24.06% -14.49%
3 Year 15.63% 17.28%
5 Year 23.79% 20.99%

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% 14.696%
Sharp 1.1% 0.851%
Beta 0.76% 0.991%
Alpha 7.01% 4.494%

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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 3.01 4.01
Small Cap 42.42 17.32
Large Cap 31.87 64.66
Mid Cap 22.88 13.99

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

UTI Infrastructure Fund-Growth Option

Others 3.01 4.01
Industrial Manufacturing 4.1 0.67
Construction 14.29 16.73
Electrical Equipment 5.25 4.44
Cement & Cement Products 6.98 6.25
Consumer Durables 7.78 2.9
Transport Services 6.69 5.2
Industrial Products 9.76 5.04
Gas 2.91 3.38
Finance 2.4 -
Agricultural, Commercial & Construction Vehicles 3.78 -
Petroleum Products 1.81 7.43
Aerospace & Defense 4.94 1.62
Auto Components 12.64 2.21
Telecom - Services 7.8 12.53
Chemicals & Petrochemicals 3.11 -
Power 0.78 8.88
Realty 2.15 3.51
Ferrous Metals - 0.26
Banks - 6.45
Oil - 3.35
Diversified - 1.4
Transport Infrastructure - 3.56
Commercial Services & Supplies - 0.16

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