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 | 2.5% | 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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