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)	₹2450 Cr	₹2474 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	-1.56%	-3.44%
6 Month	7.61%	7.95%
1 Year	-9.06%	-9.52%
3 Year	24.88%	25.69%
5 Year	31.43%	30.22%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
6 Month	9.7%	5.89%
1 Year	7.11%	1.79%
3 Year	20.16%	20.61%
5 Year	24.8%	24.1%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
1 Year	12.65%	8.94%
3 Year	16.13%	16.41%
5 Year	12.3%	12.29%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Standard Deviation	11.95%	18.29%
Sharp	1.18%	1.23%
Beta	0.91%	1.11%
Alpha	3.31%	6.65%

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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	0.52	5.52
Large Cap	39.6	52.85
Small Cap	39.2	31.6
Mid Cap	20.68	10.02

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Others	0.52	4.52
Energy	7.31	6.88
Industrials	45.64	49.8
Utilities	4.75	8.19
Basic Materials	16.53	10.5
Financial Services	2.18	4.31
Consumer Cyclical	9.91	1.68
Communication Services	9.84	8.28
Technology	1.27	3.46
Real Estate	2.03	2.37