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) | ₹2376 Cr | ₹5419 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 | -1.43% | -1.31% |
| 6 Month | -1.56% | -0.65% |
| 1 Year | -3.95% | -2.7% |
| 3 Year | 20.77% | 25.17% |
| 5 Year | 26.24% | 27.53% |
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 | -2.36% | -2.09% |
| 1 Year | 5.25% | 4.86% |
| 3 Year | 12.27% | 15.29% |
| 5 Year | 18.69% | 21.3% |
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 | 11.51% | 14.79% |
| 3 Year | 16.98% | 14.26% |
| 5 Year | 12.6% | 11.99% |
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 | 6.14 | 10.03 |
| Large Cap | 44.42 | 35.57 |
| Small Cap | 34.96 | 39.85 |
| Mid Cap | 14.48 | 14.55 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.96 | 3.74 |
| Energy | 7.97 | 7.34 |
| Industrials | 46.68 | 31.28 |
| Utilities | 3.54 | 10.18 |
| Basic Materials | 12.46 | 14.28 |
| Communication Services | 10.26 | 3.04 |
| Financial Services | 2.71 | 11 |
| Technology | 2.3 | 1.8 |
| Consumer Cyclical | 10.96 | 8.97 |
| Real Estate | 2.15 | 1.6 |
| Consumer Defensive | - | 1.22 |
| Healthcare | - | 5.54 |
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