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) | ₹2388 Cr | ₹917 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 | -3.81% | -1.72% |
6 Month | 13.73% | 19.37% |
1 Year | -5.43% | 0.16% |
3 Year | 22.01% | 25.07% |
5 Year | 30% | 31.17% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.64% | 5.2% |
1 Year | 1.26% | 7.61% |
3 Year | 16.66% | 23.51% |
5 Year | 22.44% | 25.84% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.1% | 12.18% |
3 Year | 16.45% | 14.33% |
5 Year | 12.38% | 11.71% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.23% | 17.49% |
Sharp | 0.95% | 1.09% |
Beta | 1.15% | 1.12% |
Alpha | 5.66% | 7.74% |
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 | 1.86 | 5.01 |
Large Cap | 41.31 | 54.37 |
Small Cap | 38.98 | 11.92 |
Mid Cap | 17.85 | 28.7 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.08 | 4.48 |
Energy | 8.35 | 8.15 |
Industrials | 44.55 | 45.06 |
Utilities | 4.88 | 12.61 |
Basic Materials | 14.91 | 10.12 |
Communication Services | 10.97 | 2.85 |
Financial Services | 1.72 | 6.69 |
Consumer Cyclical | 10.29 | 2.94 |
Technology | 1.21 | 5.72 |
Real Estate | 2.05 | 1.37 |
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