Aditya Birla Sun Life Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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Aditya Birla Sun Life Infrastructure Fund-Growth

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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	Aditya Birla Sun Life Infrastructure Fund-Growth
Fund	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2251 Cr	₹1087 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	25 Feb 2008	17 Mar 2006
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	Nifty Infrastructure TRI
Turn Over	12.24%	48%
Expense Ratio	2	2.26
Manager	Arjun Khanna	Dhaval Joshi
ISIN Code	INF178L01095	INF209K01504
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	Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Month	1.45%	1.32%
6 Month	-7.57%	-3.81%
1 Year	-8.03%	-5.28%
3 Year	28.73%	30.99%
5 Year	32.12%	30.96%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month	10.97%	10.05%
1 Year	2.56%	3.69%
3 Year	20.74%	21.37%
5 Year	25.33%	23.85%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Year	12.65%	10.37%
3 Year	16.13%	12.66%
5 Year	12.3%	10.12%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Standard Deviation	11.95%	17.193%
Sharp	1.05%	0.699%
Beta	0.91%	1.058%
Alpha	4.5%	4.931%

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Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Name	Arjun Khanna	Dhaval Joshi
Total AUM	₹169639 Cr	₹361932 Cr
Funds Managed	24	55
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	0.84	4.29
Large Cap	38.38	41.41
Small Cap	40.23	34.32
Mid Cap	20.55	19.97

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	0.84	2.93
Petroleum Products	5.96	-
Industrial Manufacturing	3.55	-
Construction	15.5	-
Electrical Equipment	3.36	-
Other Utilities	0.77	-
Cement & Cement Products	8.51	-
Consumer Durables	5.81	-
Power	2.86	-
Transport Services	6.09	-
Industrial Products	7.75	-
Finance	2.34	-
Agricultural, Commercial & Construction Vehicles	3.69	-
Gas	1.49	-
Aerospace & Defense	4.82	-
Auto Components	10.43	-
Telecom - Services	10.1	-
Chemicals & Petrochemicals	4.35	-
Realty	1.78	-
Communication Services	-	6.23
Energy	-	7.31
Industrials	-	52.34
Financial Services	-	5.45
Consumer Cyclical	-	5.96
Technology	-	1.38
Utilities	-	6.24
Real Estate	-	2.19
Basic Materials	-	8.77
Healthcare	-	1.2