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) | ₹2353 Cr | ₹894 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 | -5.32% | -4.44% |
| 6 Month | -8.66% | -7.9% |
| 1 Year | -3.14% | 1.38% |
| 3 Year | 17.77% | 21.34% |
| 5 Year | 23.08% | 23.78% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.33% | -5.05% |
| 1 Year | 2.71% | -0.6% |
| 3 Year | 9.65% | 13.59% |
| 5 Year | 16.84% | 19.08% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.3% | 11.52% |
| 3 Year | 17.08% | 14.86% |
| 5 Year | 12.66% | 11.92% |
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% | 1.01% |
| Beta | 0.92% | 0.91% |
| Alpha | -0.44% | 2.56% |
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 | 7.35 | 4.21 |
| Large Cap | 43.82 | 61.37 |
| Small Cap | 34.03 | 10.05 |
| Mid Cap | 14.79 | 24.37 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.47 | 4.21 |
| Energy | 7.1 | 9.39 |
| Industrials | 48.41 | 45.69 |
| Utilities | 2.69 | 12.07 |
| Basic Materials | 12.23 | 9.54 |
| Healthcare | 0.77 | - |
| Communication Services | 10.76 | 3.22 |
| Financial Services | 2.99 | 7.49 |
| Technology | 2.25 | 4.06 |
| Consumer Cyclical | 10.25 | 3.04 |
| Real Estate | 2.07 | 1.29 |
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