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)	₹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

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%

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%

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%

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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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	0.74	2.66
Large Cap	36.88	50.38
Small Cap	40.32	33.79
Mid Cap	22.06	13.17

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