Kotak Infrastructure & Economic Reform Fund vs DSP India T.I.G.E.R. Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2341 Cr | ₹5390 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Feb 2008 | 11 Jun 2004 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Infrastructure TRI | BSE 100 |
| Turn Over | 12.24% | 33% |
| Expense Ratio | 2 | 1.86 |
| Manager | Arjun Khanna | Rohit Singhania |
| ISIN Code | INF178L01095 | INF740K01151 |
| 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 | DSP India T.I.G.E.R. Fund - 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 | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.52% | 1.67% |
| 6 Month | 13.3% | 11.16% |
| 1 Year | 0.11% | -2.11% |
| 3 Year | 21.62% | 25.59% |
| 5 Year | 31.16% | 32.47% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.85% | 2.64% |
| 1 Year | 14.5% | 12.73% |
| 3 Year | 16.76% | 19.73% |
| 5 Year | 21.49% | 23.91% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.9% | 15.21% |
| 3 Year | 16.6% | 14.08% |
| 5 Year | 12.45% | 11.74% |
Risk Management
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.95% | 17.71% |
| Sharp | 0.85% | 1.04% |
| Beta | 0.89% | 0.90% |
| Alpha | 0.92% | 4.25% |
Fund Managers
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Rohit Singhania |
| Total AUM | ₹169639 Cr | ₹46862 Cr |
| Funds Managed | 24 | 7 |
| Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| Large Cap | 40.82 | 30.26 |
| Small Cap | 41.46 | 41.37 |
| Mid Cap | 17.72 | 14.23 |
| Others | - | 14.13 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.59 | 9.92 |
| Petroleum Products | 6.95 | - |
| Industrial Manufacturing | 2.83 | - |
| Construction | 15.74 | - |
| Electrical Equipment | 2.99 | - |
| Other Utilities | 0.76 | - |
| Cement & Cement Products | 7.51 | - |
| Consumer Durables | 6.26 | - |
| Power | 2.57 | - |
| Transport Services | 6.38 | - |
| Industrial Products | 7.97 | - |
| Telecom - Services | 10.29 | - |
| Finance | 1.75 | - |
| Agricultural, Commercial & Construction Vehicles | 4.65 | - |
| Gas | 1.19 | - |
| Aerospace & Defense | 4.09 | - |
| Auto Components | 11.11 | - |
| Chemicals & Petrochemicals | 3.07 | - |
| Consumable Fuels | 1.35 | - |
| Realty | 1.95 | - |
| Communication Services | - | 2.5 |
| Energy | - | 5.41 |
| Industrials | - | 28.9 |
| Basic Materials | - | 14.22 |
| Technology | - | 1.85 |
| Real Estate | - | 1.5 |
| Financial Services | - | 8.65 |
| Utilities | - | 10.79 |
| Consumer Cyclical | - | 9.07 |
| Consumer Defensive | - | 1.15 |
| Healthcare | - | 6.05 |
Top Comparisons
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns19.91%
Axis Multi Factor FoF Passive - Regular Plan - Growth Option
3Y Returns12.74%
Axis Quant Fund - Regular Plan - Growth
3Y Returns12.16%
Sundaram Services Fund Regular Plan - Growth
3Y Returns18.34%
Bandhan Money Market Fund - Regular Plan - Growth
3Y Returns7.07%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.21%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.23%
HDFC Multi-Asset Active FOF - Growth
3Y Returns16.21%