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Kotak Infrastructure & Economic Reform Fund vs Aditya Birla Sun Life Infrastructure Fund compare

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tortoise-icon Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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tortoise-icon Aditya Birla Sun Life Infrastructure Fund-Growth

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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 Aditya Birla Sun Life Infrastructure Fund-Growth
Fund Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2251 Cr ₹1087 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 25 Feb 2008 17 Mar 2006
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY Infrastructure TRI Nifty Infrastructure TRI
Turn Over 12.24% 48%
Expense Ratio 2 2.26
Manager Arjun Khanna Dhaval Joshi
ISIN Code INF178L01095 INF209K01504
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 Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
1 Month 2.48% 0.57%
6 Month -11.57% -8.93%
1 Year -3.82% -3.09%
3 Year 21.93% 21.11%
5 Year 31.29% 30.34%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month -2.91% -0.78%
1 Year -18.5% -13.22%
3 Year 16.73% 19.1%
5 Year 23.57% 23%

Rolling Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
1 Year 13.21% 10.91%
3 Year 15.79% 12.38%
5 Year 12.14% 9.9%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Standard Deviation 11.95% 17.193%
Sharp 0.77% 0.699%
Beta 0.88% 1.058%
Alpha 3.08% 4.931%

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Fund Managers

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth
Name Arjun Khanna Dhaval Joshi
Total AUM ₹169639 Cr ₹361932 Cr
Funds Managed 24 55
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

Market Cap

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Aditya Birla Sun Life Infrastructure Fund-Growth

Others 1.82 4.29
Small Cap 40.7 34.32
Large Cap 34.33 41.41
Mid Cap 23.15 19.97

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Aditya Birla Sun Life Infrastructure Fund-Growth

Others 1.82 2.93
Industrial Manufacturing 3.51 -
Construction 15.24 -
Electrical Equipment 5.03 -
Other Utilities 0.77 -
Cement and Cement Products 8.8 -
Consumer Durables 6.98 -
Power 2.88 -
Transport Services 6.65 -
Industrial Products 8.93 -
Finance 2.41 -
Agricultural, Commercial & Construction Vehicles 1.69 -
Petroleum Products 1.8 -
Gas 1.44 -
Aerospace and Defense 1.91 -
Aerospace & Defense 2.26 -
Auto Components 11.64 -
Telecom - Services 8.67 -
Chemicals and Petrochemicals 3.32 -
Agricultural, Commercial and Constr 2.35 -
Realty 1.9 -
Communication Services - 6.23
Energy - 7.31
Industrials - 52.34
Financial Services - 5.45
Consumer Cyclical - 5.96
Technology - 1.38
Utilities - 6.24
Real Estate - 2.19
Basic Materials - 8.77
Healthcare - 1.2

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