HDFC Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
HDFC Infrastructure Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2251 Cr | ₹2341 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 25 Feb 2008 | 10 Mar 2008 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Infrastructure TRI | NIFTY 500 TRI |
Turn Over | 12.24% | 11.39% |
Expense Ratio | 2 | 2.06 |
Manager | Arjun Khanna | Dhruv Muchhal |
ISIN Code | INF178L01095 | INF179K01GF8 |
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 | HDFC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
1 Month | 9% | 6.37% |
6 Month | -1.37% | 2.88% |
1 Year | 0.57% | 6.05% |
3 Year | 27.51% | 35.04% |
5 Year | 34.26% | 37.68% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
6 Month | 6.02% | 7.69% |
1 Year | -3.54% | 4.29% |
3 Year | 20.82% | 28.67% |
5 Year | 25.64% | 30.83% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
1 Year | 13.21% | 9.8% |
3 Year | 15.79% | 8.96% |
5 Year | 12.14% | 7.21% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
Standard Deviation | 11.95% | 17.236% |
Sharp | 0.86% | 1.111% |
Beta | 0.88% | 1.071% |
Alpha | 3.3% | 11.976% |
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Fund Managers
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
---|---|---|
Name | Arjun Khanna | Dhruv Muchhal |
Total AUM | ₹169639 Cr | ₹520687 Cr |
Funds Managed | 24 | 40 |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HDFC Infrastructure Fund - Growth Plan |
Market Cap
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
HDFC Infrastructure Fund - Growth Plan |
---|---|---|
Others | 0.74 | 5.98 |
Large Cap | 36.88 | 47.26 |
Small Cap | 40.32 | 38.91 |
Mid Cap | 22.06 | 7.85 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
HDFC Infrastructure Fund - Growth Plan |
---|---|---|
Others | 0.74 | 5.09 |
Petroleum Products | 3.59 | - |
Industrial Manufacturing | 3.84 | - |
Construction | 14.63 | - |
Electrical Equipment | 5.02 | - |
Other Utilities | 0.77 | - |
Cement & Cement Products | 8.79 | - |
Consumer Durables | 6.02 | - |
Power | 2.93 | - |
Transport Services | 6.54 | - |
Industrial Products | 8.66 | - |
Finance | 2.43 | - |
Agricultural, Commercial & Construction Vehicles | 3.82 | - |
Gas | 1.37 | - |
Aerospace & Defense | 4.75 | - |
Auto Components | 11.18 | - |
Telecom - Services | 9.46 | - |
Chemicals & Petrochemicals | 3.8 | - |
Realty | 1.66 | - |
Energy | - | 7.53 |
Industrials | - | 41.71 |
Basic Materials | - | 11.11 |
Financial Services | - | 19.97 |
Technology | - | 1 |
Real Estate | - | 0.89 |
Communication Services | - | 3.67 |
Utilities | - | 6.76 |
Consumer Cyclical | - | 0.54 |
Healthcare | - | 1.75 |
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