Canara Robeco Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2376 Cr | ₹916 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Feb 2008 | 02 Dec 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Infrastructure TRI | BSE India Infrastructure Index |
| Turn Over | 12.24% | 34% |
| Expense Ratio | 2 | 2.33 |
| Manager | Arjun Khanna | Shridatta Bhandwaldar |
| ISIN Code | INF178L01095 | INF760K01274 |
| 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 | Canara Robeco Infrastructure - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.27% | -5.02% |
| 6 Month | -0.63% | -1.44% |
| 1 Year | -8.63% | -4.91% |
| 3 Year | 19.42% | 23.11% |
| 5 Year | 25.49% | 26.88% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.44% | -2.95% |
| 1 Year | 8.61% | 6.94% |
| 3 Year | 12.88% | 17.38% |
| 5 Year | 18.76% | 21.13% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.56% | 11.68% |
| 3 Year | 16.95% | 14.72% |
| 5 Year | 12.58% | 11.87% |
Risk Management
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.95% | 14.61% |
| Sharp | 0.81% | 1.02% |
| Beta | 0.9% | 0.9% |
| Alpha | 0.67% | 3.79% |
Fund Managers
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Arjun Khanna | Shridatta Bhandwaldar |
| Total AUM | ₹169639 Cr | ₹69491 Cr |
| Funds Managed | 24 | 12 |
| Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.14 | 4.57 |
| Large Cap | 44.42 | 59.33 |
| Small Cap | 34.96 | 9.69 |
| Mid Cap | 14.48 | 26.41 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.96 | 4.57 |
| Energy | 7.97 | 8.72 |
| Industrials | 46.68 | 45.45 |
| Utilities | 3.54 | 11.55 |
| Basic Materials | 12.46 | 8.65 |
| Communication Services | 10.26 | 3.13 |
| Financial Services | 2.71 | 7.34 |
| Technology | 2.3 | 6.43 |
| Consumer Cyclical | 10.96 | 2.94 |
| Real Estate | 2.15 | 1.22 |
Top Comparisons
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns15.87%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns12.69%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns12.69%
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth
3Y Returns14.01%
Kotak Bond Fund (G)
3Y Returns6.67%
Kotak Bond Fund - Regular Plan Growth
3Y Returns6.67%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns17.01%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns13.7%