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) | ₹2313 Cr | ₹889 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 | 4.27% | 3.77% |
6 Month | 23.93% | 20.68% |
1 Year | -7.09% | -1% |
3 Year | 21.8% | 24.15% |
5 Year | 30.18% | 31.63% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.29% | 4.74% |
1 Year | 8.99% | 13.84% |
3 Year | 17.54% | 23.99% |
5 Year | 22.52% | 25.69% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.1% | 12.18% |
3 Year | 16.45% | 14.33% |
5 Year | 12.38% | 11.71% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.95% | 17.45% |
Sharp | 0.82% | 0.92% |
Beta | 0.88% | 1.12% |
Alpha | 2% | 7.20% |
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 | 1.65 | 4.87 |
Large Cap | 40.42 | 55.1 |
Small Cap | 40.14 | 11.34 |
Mid Cap | 17.79 | 28.68 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.68 | 4.3 |
Energy | 8.15 | 8.11 |
Industrials | 45.74 | 45.04 |
Utilities | 4.71 | 12.54 |
Basic Materials | 14.79 | 10.48 |
Communication Services | 10.57 | 2.9 |
Financial Services | 1.64 | 6.81 |
Consumer Cyclical | 10.4 | 3.02 |
Technology | 1.33 | 5.5 |
Real Estate | 1.97 | 1.3 |
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