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Kotak Infrastructure & Economic Reform Fund vs Aditya Birla Sun Life Infrastructure Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Aditya Birla Sun Life Infrastructure Fund-Growth
Chart Comparison
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 | 8.44% | 6.88% |
| 6 Month | -4.79% | -3.98% |
| 1 Year | 0.69% | 1.9% |
| 3 Year | 26.11% | 26.31% |
| 5 Year | 32.92% | 32.07% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Aditya Birla Sun Life Infrastructure Fund-Growth |
|---|---|---|
| 6 Month | -3.12% | -2.16% |
| 1 Year | -19.01% | -15.91% |
| 3 Year | 14.94% | 16.35% |
| 5 Year | 22.34% | 21.2% |
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 | 0.86% | 0.699% |
| Beta | 0.88% | 1.058% |
| Alpha | 3.3% | 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 | 0.74 | 4.29 |
| Large Cap | 36.88 | 41.41 |
| Small Cap | 40.32 | 34.32 |
| Mid Cap | 22.06 | 19.97 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Aditya Birla Sun Life Infrastructure Fund-Growth |
|---|---|---|
| Others | 0.74 | 2.93 |
| Petroleum Products | 3.59 | - |
| Industrial Manufacturing | 3.84 | - |
| Construction | 14.63 | - |
| Electrical Equipment | 5.02 | - |
| Other Utilities | 0.77 | - |
| Cement & Cement Products | 8.79 | - |
| Consumer Durables | 6.02 | - |
| Power | 2.93 | - |
| Transport Services | 6.54 | - |
| Industrial Products | 8.66 | - |
| Finance | 2.43 | - |
| Agricultural, Commercial & Construction Vehicles | 3.82 | - |
| Gas | 1.37 | - |
| Aerospace & Defense | 4.75 | - |
| Auto Components | 11.18 | - |
| Telecom - Services | 9.46 | - |
| Chemicals & Petrochemicals | 3.8 | - |
| Realty | 1.66 | - |
| 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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