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) | ₹2425 Cr | ₹936 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 | -2.77% | -4.2% |
| 6 Month | -0.51% | -1% |
| 1 Year | -7.6% | -4.31% |
| 3 Year | 19.28% | 22.73% |
| 5 Year | 26.27% | 27.56% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.44% | -2.95% |
| 1 Year | 8.61% | 6.94% |
| 3 Year | 12.88% | 17.38% |
| 5 Year | 18.76% | 21.13% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.56% | 11.68% |
| 3 Year | 16.95% | 14.72% |
| 5 Year | 12.58% | 11.87% |
Risk Management
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.95% | 14.61% |
| Sharp | 0.81% | 1.02% |
| Beta | 0.9% | 0.9% |
| Alpha | 0.67% | 3.79% |
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 | 3.85 | 4.57 |
| Large Cap | 40.45 | 59.33 |
| Small Cap | 38.45 | 9.69 |
| Mid Cap | 17.25 | 26.41 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.08 | 4.57 |
| Energy | 8.36 | 8.72 |
| Industrials | 46.88 | 45.45 |
| Utilities | 3.95 | 11.55 |
| Basic Materials | 13.9 | 8.65 |
| Communication Services | 10.28 | 3.13 |
| Financial Services | 2.76 | 7.34 |
| Consumer Cyclical | 10.41 | 2.94 |
| Technology | 1.29 | 6.43 |
| Real Estate | 2.09 | 1.22 |
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