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) | ₹2402 Cr | ₹904 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 | 2.37% | 2.98% |
6 Month | -0.96% | 4.44% |
1 Year | -5.37% | 0.69% |
3 Year | 28.85% | 32.46% |
5 Year | 32.06% | 33.11% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 13.85% | 13.42% |
1 Year | 8.77% | 13.06% |
3 Year | 22.52% | 28.16% |
5 Year | 26.32% | 28.89% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.65% | 12.42% |
3 Year | 16.13% | 14.24% |
5 Year | 12.3% | 11.65% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.64% | 18.57% |
Sharp | 1.01% | 1.15% |
Beta | 1.09% | 1.12% |
Alpha | 6.54% | 8.67% |
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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 | 0.84 | 3.13 |
Large Cap | 38.38 | 56.84 |
Small Cap | 40.23 | 14.86 |
Mid Cap | 20.55 | 25.18 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.84 | 3.13 |
Petroleum Products | 5.96 | - |
Industrial Manufacturing | 3.55 | - |
Construction | 15.5 | - |
Electrical Equipment | 3.36 | - |
Other Utilities | 0.77 | - |
Cement & Cement Products | 8.51 | - |
Consumer Durables | 5.81 | - |
Power | 2.86 | - |
Transport Services | 6.09 | - |
Industrial Products | 7.75 | - |
Finance | 2.34 | - |
Agricultural, Commercial & Construction Vehicles | 3.69 | - |
Gas | 1.49 | - |
Aerospace & Defense | 4.82 | - |
Auto Components | 10.43 | - |
Telecom - Services | 10.1 | - |
Chemicals & Petrochemicals | 4.35 | - |
Realty | 1.78 | - |
Energy | - | 8.57 |
Industrials | - | 47.44 |
Basic Materials | - | 9.57 |
Financial Services | - | 6.82 |
Utilities | - | 13.69 |
Consumer Cyclical | - | 2.95 |
Communication Services | - | 2.95 |
Real Estate | - | 1.63 |
Technology | - | 3.25 |
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