HDFC Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

Link copied to clipboard!

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Invest Now

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)	₹2313 Cr	₹2483 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	4.27%	1.99%
6 Month	23.93%	18.44%
1 Year	-7.09%	-3.09%
3 Year	21.8%	27.51%
5 Year	30.18%	33.38%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
6 Month	4.29%	2.38%
1 Year	8.99%	9.72%
3 Year	17.54%	22.28%
5 Year	22.52%	26.55%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
1 Year	12.1%	8.5%
3 Year	16.45%	9.49%
5 Year	12.38%	7.95%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
Standard Deviation	11.95%	16.22%
Sharp	0.82%	1.16%
Beta	0.88%	1.09%
Alpha	2%	10.10%

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	1.65	10.46
Large Cap	40.42	50.29
Small Cap	40.14	32.48
Mid Cap	17.79	6.78

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HDFC Infrastructure Fund - Growth Plan
Others	0.68	8.17
Energy	8.15	6.33
Industrials	45.74	38.25
Utilities	4.71	6.94
Basic Materials	14.79	10.14
Communication Services	10.57	3.68
Financial Services	1.64	20.27
Consumer Cyclical	10.4	0.47
Technology	1.33	1.62
Real Estate	1.97	2.29
Healthcare	-	1.84