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Invesco India 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 Invesco India Infrastructure Fund - Growth Option

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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 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 2.5% 0.99%
6 Month 1.25% 2.12%
1 Year -6.62% -5.4%
3 Year 27.87% 30.48%
5 Year 31.84% 31.36%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Invesco India Infrastructure Fund - Growth Option
6 Month 14.01% 13.97%
1 Year 10.5% 12.8%
3 Year 21.97% 27.23%
5 Year 25.94% 27.62%

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 11.95% 19.48%
Sharp 1.05% 1.22%
Beta 0.91% 1.20%
Alpha 4.5% 6.72%

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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 1.16 1.22
Large Cap 35.83 26.34
Small Cap 42.14 39.49
Mid Cap 20.86 32.95

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Invesco India Infrastructure Fund - Growth Option

Others 1.16 1.22
Energy 4.44 2.62
Industrials 49.09 57.36
Utilities 5 6.4
Basic Materials 15.81 9.15
Financial Services 2.11 0
Consumer Cyclical 10.04 7.94
Communication Services 9.3 6.18
Technology 1.37 3.01
Real Estate 1.68 1.93
Healthcare - 4.2

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