HSBC 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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HSBC Infrastructure Fund - Regular Growth

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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	HSBC Infrastructure Fund - Regular Growth
Fund	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2376 Cr	₹2313 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Feb 2008	27 Sep 2007
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	NIFTY Infrastructure TRI
Turn Over	12.24%	28%
Expense Ratio	2	2.02
Manager	Arjun Khanna	Venugopal Manghat
ISIN Code	INF178L01095	INF917K01536
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	HSBC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
1 Month	-3.27%	-4.42%
6 Month	-0.63%	-3.24%
1 Year	-8.63%	-9.91%
3 Year	19.42%	21.16%
5 Year	25.49%	24.12%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
6 Month	-1.44%	-2.91%
1 Year	8.61%	3%
3 Year	12.88%	12.29%
5 Year	18.76%	17.94%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
1 Year	11.56%	7.51%
3 Year	16.95%	15.95%
5 Year	12.58%	10.93%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Standard Deviation	11.95%	18.13%
Sharp	0.81%	0.85%
Beta	0.9%	0.94%
Alpha	0.67%	1.59%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Name	Arjun Khanna	Venugopal Manghat
Total AUM	₹169639 Cr	₹41442 Cr
Funds Managed	24	7
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Others	6.14	4.71
Large Cap	44.42	59.56
Small Cap	34.96	24.43
Mid Cap	14.48	11.3

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Others	0.96	1.51
Energy	7.97	8.67
Industrials	46.68	52.78
Utilities	3.54	9.64
Basic Materials	12.46	7.15
Communication Services	10.26	9.69
Financial Services	2.71	2.33
Technology	2.3	3
Consumer Cyclical	10.96	1.55
Real Estate	2.15	3.68