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

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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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)	₹2425 Cr	₹1162 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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Month	-3.13%	-2.44%
6 Month	-1.28%	0.85%
1 Year	-6.38%	-3.46%
3 Year	19.48%	20.77%
5 Year	26.34%	24.44%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
6 Month	-0.97%	-0.39%
1 Year	8.44%	9.95%
3 Year	13.01%	13.88%
5 Year	18.9%	18.32%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
1 Year	11.56%	9.3%
3 Year	16.95%	13.3%
5 Year	12.58%	10.59%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Standard Deviation	11.95%	15.1%
Sharp	0.81%	0.96%
Beta	0.9%	0.88%
Alpha	0.67%	2.02%

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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	0.03	4.25
Large Cap	41.68	46.38
Small Cap	40.96	35.73
Mid Cap	17.33	13.62

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Aditya Birla Sun Life Infrastructure Fund-Growth
Others	0.03	4.25
Petroleum Products	7.35	4.18
Industrial Manufacturing	2.81	5.69
Construction	16.57	15.82
Electrical Equipment	3.19	11.73
Other Utilities	0.7	-
Cement & Cement Products	7.05	5.55
Consumer Durables	6.16	1.58
Power	2.33	3.87
Transport Services	6.22	4.49
Industrial Products	7.79	8.12
Telecom - Services	10.28	6.7
Finance	2.77	1.66
Agricultural, Commercial & Construction Vehicles	4.98	-
Gas	0.92	-
Aerospace & Defense	3.81	5.07
Auto Components	10.85	3.51
Chemicals & Petrochemicals	3.09	-
Consumable Fuels	1.01	-
Realty	2.09	2.13
Banks	-	5.94
Commercial Services & Supplies	-	1.11
Leisure Services	-	1.72
Diversified Metals	-	1.11
Oil	-	1
Healthcare Services	-	1.73
Transport Infrastructure	-	1.63
Ferrous Metals	-	1.39