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HDFC Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

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

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tortoise-icon 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

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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