Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

Link copied to clipboard!

tortoise-icon Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Invest Now

tortoise-icon HDFC Infrastructure Fund - Growth Plan

Invest Now

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

Trailing Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
1 Month 2.48% 2.72%
6 Month -11.57% -6.29%
1 Year -3.82% 0.23%
3 Year 21.93% 28.77%
5 Year 31.29% 33.96%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
6 Month -2.91% 1.13%
1 Year -18.5% -7.72%
3 Year 16.73% 25.97%
5 Year 23.57% 29.61%

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 0.77% 1.111%
Beta 0.88% 1.071%
Alpha 3.08% 11.976%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 1.82 5.98
Small Cap 40.7 38.91
Large Cap 34.33 47.26
Mid Cap 23.15 7.85

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

HDFC Infrastructure Fund - Growth Plan

Others 1.82 5.09
Industrial Manufacturing 3.51 -
Construction 15.24 -
Electrical Equipment 5.03 -
Other Utilities 0.77 -
Cement and Cement Products 8.8 -
Consumer Durables 6.98 -
Power 2.88 -
Transport Services 6.65 -
Industrial Products 8.93 -
Finance 2.41 -
Agricultural, Commercial & Construction Vehicles 1.69 -
Petroleum Products 1.8 -
Gas 1.44 -
Aerospace and Defense 1.91 -
Aerospace & Defense 2.26 -
Auto Components 11.64 -
Telecom - Services 8.67 -
Chemicals and Petrochemicals 3.32 -
Agricultural, Commercial and Constr 2.35 -
Realty 1.9 -
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

Top Comparisons

HDFC Income Plus Arbitrage Active FOF - Growth HDFC Income Plus Arbitrage Active FOF - Growth

3Y Returns13.26%

VS

Nippon India Passive Flexicap FoF - Regular Plan - Growth Option Nippon India Passive Flexicap FoF - Regular Plan - Growth Option

3Y Returns13.68%

Compare Now

Canara Robeco Value Fund - Regular Plan - Growth Option Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns19.05%

VS

UTI Value Fund- Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option

3Y Returns18.4%

Compare Now

Kotak Consumption Fund - Regular (G) Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

Tata India Consumer Fund-Regular Plan-Growth Tata India Consumer Fund-Regular Plan-Growth

3Y Returns17.21%

Compare Now

Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth

3Y Returns7.04%

VS

Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth

3Y Returns6.76%

Compare Now
Add to Cart Successfully