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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 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%

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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 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

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