HSBC Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
HSBC Infrastructure Fund - Regular Growth
Chart Comparison
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) | ₹2251 Cr | ₹2306 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
1 Month | 8.42% | 6.75% |
6 Month | -1.09% | -1.31% |
1 Year | -0.62% | 1.4% |
3 Year | 27.31% | 28.66% |
5 Year | 35.34% | 33.66% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
6 Month | 6.02% | 5.85% |
1 Year | -3.54% | -2.79% |
3 Year | 20.82% | 23.65% |
5 Year | 25.64% | 25.99% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
1 Year | 13.21% | 9.29% |
3 Year | 15.79% | 16.25% |
5 Year | 12.14% | 11.59% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.95% | 17.92% |
Sharp | 0.86% | 0.708% |
Beta | 0.88% | 1.065% |
Alpha | 3.3% | 5.546% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Market Cap
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Others | 0.74 | 2.66 |
Large Cap | 36.88 | 50.38 |
Small Cap | 40.32 | 33.79 |
Mid Cap | 22.06 | 13.17 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
HSBC Infrastructure Fund - Regular Growth |
---|---|---|
Others | 0.74 | 1.82 |
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 | - |
Communication Services | - | 8.19 |
Energy | - | 9.02 |
Industrials | - | 48.78 |
Technology | - | 3.77 |
Financial Services | - | 4.34 |
Basic Materials | - | 11.8 |
Real Estate | - | 2.75 |
Consumer Cyclical | - | 1.75 |
Utilities | - | 7.78 |
Top Comparisons
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns23.66%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns19.24%
Bandhan Small Cap Fund Regular Growth
3Y Returns32.01%
DSP Small Cap Fund - Regular - Growth
3Y Returns21.03%
SBI Contra Fund Regular Plan Growth
3Y Returns25.38%
Invesco India Contra Fund - Growth
3Y Returns24.38%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.89%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns6.91%