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HSBC 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 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) ₹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 2.48% 1.04%
6 Month -11.57% -9.93%
1 Year -3.82% 0.33%
3 Year 21.93% 22.72%
5 Year 31.29% 30.57%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
6 Month -2.91% -1.67%
1 Year -18.5% -15.27%
3 Year 16.73% 20.42%
5 Year 23.57% 24.37%

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 0.77% 0.708%
Beta 0.88% 1.065%
Alpha 3.08% 5.546%

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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 1.82 2.66
Small Cap 40.7 33.79
Large Cap 34.33 50.38
Mid Cap 23.15 13.17

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

HSBC Infrastructure Fund - Regular Growth

Others 1.82 1.82
Industrial Manufacturing 3.51 -
Construction 15.24 -
Electrical Equipment 5.03 -
Other Utilities 0.77 -
Cement and Cement Products 8.8 -
Consumer Durables 6.98 -
Power 2.88 -
Transport Services 6.65 -
Industrial Products 8.93 -
Finance 2.41 -
Agricultural, Commercial & Construction Vehicles 1.69 -
Petroleum Products 1.8 -
Gas 1.44 -
Aerospace and Defense 1.91 -
Aerospace & Defense 2.26 -
Auto Components 11.64 -
Telecom - Services 8.67 -
Chemicals and Petrochemicals 3.32 -
Agricultural, Commercial and Constr 2.35 -
Realty 1.9 -
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

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