HDFC Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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HDFC Infrastructure Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
1 Month	5.95%	2.85%
6 Month	-7.94%	-3.15%
1 Year	-5.62%	-0.21%
3 Year	27.86%	34.7%
5 Year	32.45%	35.64%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
6 Month	10.97%	9.73%
1 Year	2.56%	6.22%
3 Year	20.74%	26.98%
5 Year	25.33%	29.75%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
1 Year	12.65%	8.98%
3 Year	16.13%	9.28%
5 Year	12.3%	7.75%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
Standard Deviation	11.95%	17.236%
Sharp	1.05%	1.111%
Beta	0.91%	1.071%
Alpha	4.5%	11.976%

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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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
Others	0.84	5.98
Large Cap	38.38	47.26
Small Cap	40.23	38.91
Mid Cap	20.55	7.85

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
Others	0.84	5.09
Petroleum Products	5.96	-
Industrial Manufacturing	3.55	-
Construction	15.5	-
Electrical Equipment	3.36	-
Other Utilities	0.77	-
Cement & Cement Products	8.51	-
Consumer Durables	5.81	-
Power	2.86	-
Transport Services	6.09	-
Industrial Products	7.75	-
Finance	2.34	-
Agricultural, Commercial & Construction Vehicles	3.69	-
Gas	1.49	-
Aerospace & Defense	4.82	-
Auto Components	10.43	-
Telecom - Services	10.1	-
Chemicals & Petrochemicals	4.35	-
Realty	1.78	-
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