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Aditya Birla Sun Life 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 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) ₹2450 Cr ₹1171 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

Trailing Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
1 Month -1.56% -1.04%
6 Month 7.61% 10.39%
1 Year -9.06% -6.37%
3 Year 24.88% 26.73%
5 Year 31.43% 30.85%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month 9.7% 8.68%
1 Year 7.11% 8.57%
3 Year 20.16% 20.93%
5 Year 24.8% 23.54%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Standard Deviation 11.95% 16.99%
Sharp 1.18% 1.32%
Beta 0.91% 1.08%
Alpha 3.31% 7.21%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Aditya Birla Sun Life Infrastructure Fund-Growth

Others 0.52 2.86
Large Cap 39.6 43.12
Small Cap 39.2 37.72
Mid Cap 20.68 16.29

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Aditya Birla Sun Life Infrastructure Fund-Growth

Others 0.52 1.76
Energy 7.31 6.48
Industrials 45.64 52.22
Utilities 4.75 5.23
Basic Materials 16.53 11.56
Financial Services 2.18 5.76
Consumer Cyclical 9.91 6.32
Communication Services 9.84 6.5
Technology 1.27 1.06
Real Estate 2.03 1.92
Healthcare - 1.19

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