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)	₹2376 Cr	₹1457 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	-0.42%	-1.53%
6 Month	-2.02%	-7.74%
1 Year	-3.71%	-7.09%
3 Year	20.47%	23.16%
5 Year	26.04%	24.34%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
6 Month	-0.17%	-3.84%
1 Year	9.02%	-0.43%
3 Year	12.75%	13.17%
5 Year	18.88%	18.78%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
1 Year	11.51%	7.88%
3 Year	16.98%	14.8%
5 Year	12.6%	13.37%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Standard Deviation	11.95%	14.54%
Sharp	0.81%	0.87%
Beta	0.9%	1.01%
Alpha	0.67%	1.32%

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	6.14	4.92
Large Cap	44.42	28.77
Small Cap	34.96	40.2
Mid Cap	14.48	26.1

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Others	0.96	1.03
Energy	7.97	1.2
Industrials	46.68	56.46
Utilities	3.54	2.86
Basic Materials	12.46	9.24
Communication Services	10.26	5.19
Financial Services	2.71	-
Technology	2.3	2.11
Consumer Cyclical	10.96	10.53
Real Estate	2.15	5.54
Healthcare	-	5.84