Invesco India 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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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)	₹2313 Cr	₹1524 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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
1 Month	4.27%	4.08%
6 Month	23.93%	23.22%
1 Year	-7.09%	-4.19%
3 Year	21.8%	25.5%
5 Year	30.18%	29.9%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
6 Month	4.29%	3.87%
1 Year	8.99%	10.42%
3 Year	17.54%	22.55%
5 Year	22.52%	24.4%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
1 Year	12.1%	8.44%
3 Year	16.45%	13.65%
5 Year	12.38%	13.12%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Standard Deviation	11.95%	19.27%
Sharp	0.82%	0.90%
Beta	0.88%	1.24%
Alpha	2%	7.50%

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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Others	1.65	1.54
Large Cap	40.42	29.5
Small Cap	40.14	39.72
Mid Cap	17.79	29.24

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Others	0.68	0.21
Energy	8.15	1.8
Industrials	45.74	55.7
Utilities	4.71	5.01
Basic Materials	14.79	9.88
Communication Services	10.57	6.21
Financial Services	1.64	-
Consumer Cyclical	10.4	8.42
Technology	1.33	2.97
Real Estate	1.97	4.77
Healthcare	-	5.03