DSP India T.I.G.E.R. Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2341 Cr | ₹5390 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Feb 2008 | 11 Jun 2004 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Infrastructure TRI | BSE 100 |
| Turn Over | 12.24% | 33% |
| Expense Ratio | 2 | 1.86 |
| Manager | Arjun Khanna | Rohit Singhania |
| ISIN Code | INF178L01095 | INF740K01151 |
| 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 | DSP India T.I.G.E.R. Fund - 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 | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.23% | -0.11% |
| 6 Month | 10.29% | 7.95% |
| 1 Year | -0.96% | -2.67% |
| 3 Year | 22.79% | 26.57% |
| 5 Year | 30.53% | 32.31% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.68% | 1.39% |
| 1 Year | 12.24% | 9.82% |
| 3 Year | 16.9% | 19.77% |
| 5 Year | 21.87% | 24.16% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.9% | 15.21% |
| 3 Year | 16.6% | 14.08% |
| 5 Year | 12.45% | 11.74% |
Risk Management
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.95% | 17.73% |
| Sharp | 0.85% | 1.05% |
| Beta | 0.89% | 1.18% |
| Alpha | 0.92% | 7.57% |
Fund Managers
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Rohit Singhania |
| Total AUM | ₹169639 Cr | ₹46862 Cr |
| Funds Managed | 24 | 7 |
| Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.3 | 14.13 |
| Large Cap | 40.25 | 30.26 |
| Small Cap | 39.73 | 41.37 |
| Mid Cap | 17.72 | 14.23 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.55 | 9.92 |
| Energy | 8.3 | 5.41 |
| Industrials | 46.31 | 28.9 |
| Utilities | 4.53 | 10.79 |
| Basic Materials | 14.41 | 14.22 |
| Communication Services | 10.29 | 2.5 |
| Financial Services | 1.75 | 8.65 |
| Consumer Cyclical | 10.65 | 9.07 |
| Technology | 1.26 | 1.85 |
| Real Estate | 1.94 | 1.5 |
| Consumer Defensive | - | 1.15 |
| Healthcare | - | 6.05 |
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