Kotak Infrastructure & Economic Reform Fund vs Canara Robeco Infrastructure Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2341 Cr | ₹912 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Feb 2008 | 02 Dec 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Infrastructure TRI | BSE India Infrastructure Index |
| Turn Over | 12.24% | 34% |
| Expense Ratio | 2 | 2.33 |
| Manager | Arjun Khanna | Shridatta Bhandwaldar |
| ISIN Code | INF178L01095 | INF760K01274 |
| 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 | Canara Robeco Infrastructure - Regular Plan - 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 | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.87% | 2.09% |
| 6 Month | 13.75% | 12.04% |
| 1 Year | 1.61% | 5.2% |
| 3 Year | 22.5% | 25.65% |
| 5 Year | 30.68% | 31.99% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.68% | 1.91% |
| 1 Year | 12.24% | 14.14% |
| 3 Year | 16.9% | 22.56% |
| 5 Year | 21.87% | 24.74% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.9% | 11.98% |
| 3 Year | 16.6% | 14.48% |
| 5 Year | 12.45% | 11.76% |
Risk Management
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.95% | 17.18% |
| Sharp | 0.85% | 1.04% |
| Beta | 0.89% | 1.12% |
| Alpha | 0.92% | 7.37% |
Fund Managers
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Arjun Khanna | Shridatta Bhandwaldar |
| Total AUM | ₹169639 Cr | ₹69491 Cr |
| Funds Managed | 24 | 12 |
| Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.3 | 4.81 |
| Large Cap | 40.25 | 56.3 |
| Small Cap | 39.73 | 11.12 |
| Mid Cap | 17.72 | 27.76 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.55 | 4.81 |
| Energy | 8.3 | 8.15 |
| Industrials | 46.31 | 43.1 |
| Utilities | 4.53 | 11.94 |
| Basic Materials | 14.41 | 10.09 |
| Communication Services | 10.29 | 2.81 |
| Financial Services | 1.75 | 7.2 |
| Consumer Cyclical | 10.65 | 3.1 |
| Technology | 1.26 | 7.56 |
| Real Estate | 1.94 | 1.23 |
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