Invesco India Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Invesco India Infrastructure Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
---|---|---|
Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2402 Cr | ₹1567 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Feb 2008 | 21 Nov 2007 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Infrastructure TRI | BSE India Infrastructure Index |
Turn Over | 12.24% | 55% |
Expense Ratio | 2 | 2.08 |
Manager | Arjun Khanna | Amit Nigam |
ISIN Code | INF178L01095 | INF205K01CD5 |
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 | Invesco India 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 | Invesco India Infrastructure Fund - Growth Option |
---|---|---|
1 Month | 2.37% | 2.61% |
6 Month | -0.96% | 1.99% |
1 Year | -5.37% | -2.44% |
3 Year | 28.85% | 32.33% |
5 Year | 32.06% | 31.66% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
---|---|---|
6 Month | 13.85% | 14.5% |
1 Year | 8.77% | 12.5% |
3 Year | 22.52% | 28.33% |
5 Year | 26.32% | 28.25% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
---|---|---|
1 Year | 12.65% | 8.86% |
3 Year | 16.13% | 13.18% |
5 Year | 12.3% | 13.01% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
---|---|---|
Standard Deviation | 18.64% | 19.90% |
Sharp | 1.01% | 1.07% |
Beta | 1.09% | 1.19% |
Alpha | 6.54% | 7.84% |
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 | Invesco India Infrastructure Fund - Growth Option |
---|---|---|
Name | Arjun Khanna | Amit Nigam |
Total AUM | ₹169639 Cr | ₹14602 Cr |
Funds Managed | 24 | 13 |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Invesco India Infrastructure Fund - Growth Option |
Market Cap
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Invesco India Infrastructure Fund - Growth Option |
---|---|---|
Others | 0.84 | 1.91 |
Large Cap | 38.38 | 28.88 |
Small Cap | 40.23 | 37.47 |
Mid Cap | 20.55 | 31.74 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Invesco India Infrastructure Fund - Growth Option |
---|---|---|
Others | 0.84 | 1.91 |
Petroleum Products | 5.96 | - |
Industrial Manufacturing | 3.55 | - |
Construction | 15.5 | - |
Electrical Equipment | 3.36 | - |
Other Utilities | 0.77 | - |
Cement & Cement Products | 8.51 | - |
Consumer Durables | 5.81 | - |
Power | 2.86 | - |
Transport Services | 6.09 | - |
Industrial Products | 7.75 | - |
Finance | 2.34 | - |
Agricultural, Commercial & Construction Vehicles | 3.69 | - |
Gas | 1.49 | - |
Aerospace & Defense | 4.82 | - |
Auto Components | 10.43 | - |
Telecom - Services | 10.1 | - |
Chemicals & Petrochemicals | 4.35 | - |
Realty | 1.78 | - |
Industrials | - | 58.84 |
Consumer Cyclical | - | 8.55 |
Financial Services | - | 1.98 |
Healthcare | - | 3.46 |
Energy | - | 1.95 |
Utilities | - | 8.11 |
Basic Materials | - | 6.3 |
Communication Services | - | 4.1 |
Real Estate | - | 1.64 |
Technology | - | 3.15 |
Top Comparisons
Franklin India Bluechip Fund-Growth
3Y Returns18.27%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns21.09%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns35.91%
HSBC Infrastructure Fund - Regular Growth
3Y Returns31.07%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.73%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.3%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns7.22%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns6.09%