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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) ₹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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

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% 17.193%
Sharp 1.05% 0.699%
Beta 0.91% 1.058%
Alpha 4.5% 4.931%

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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 0.84 4.29
Large Cap 38.38 41.41
Small Cap 40.23 34.32
Mid Cap 20.55 19.97

Sector Allocation

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

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