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) | ₹2425 Cr | ₹5506 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 | -3.05% | -2.27% |
| 6 Month | -2.95% | -1.52% |
| 1 Year | -9.15% | -9.62% |
| 3 Year | 18.92% | 22.88% |
| 5 Year | 26.06% | 27.38% |
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 | -0.97% | -0.76% |
| 1 Year | 8.44% | 7.75% |
| 3 Year | 13.01% | 16.07% |
| 5 Year | 18.9% | 21.53% |
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 | 11.56% | 14.88% |
| 3 Year | 16.95% | 14.24% |
| 5 Year | 12.58% | 11.96% |
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% | 14.5% |
| Sharp | 0.81% | 1% |
| Beta | 0.9% | 0.9% |
| Alpha | 0.67% | 3.89% |
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 | 3.85 | 11.54 |
| Large Cap | 40.45 | 33.91 |
| Small Cap | 38.45 | 40.47 |
| Mid Cap | 17.25 | 14.08 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.08 | 5.88 |
| Energy | 8.36 | 7.04 |
| Industrials | 46.88 | 29.81 |
| Utilities | 3.95 | 10.39 |
| Basic Materials | 13.9 | 14.24 |
| Communication Services | 10.28 | 2.93 |
| Financial Services | 2.76 | 10.27 |
| Consumer Cyclical | 10.41 | 8.92 |
| Technology | 1.29 | 2.07 |
| Real Estate | 2.09 | 1.62 |
| Consumer Defensive | - | 1.2 |
| Healthcare | - | 5.63 |
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