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) | ₹2425 Cr | ₹5506 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 | -3.06% | -2.04% |
| 6 Month | -1% | 1.37% |
| 1 Year | -6.08% | -6.49% |
| 3 Year | 19.26% | 23.29% |
| 5 Year | 26.37% | 27.94% |
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 | 0.45% | 0.95% |
| 1 Year | 10.74% | 10.87% |
| 3 Year | 14.58% | 17.85% |
| 5 Year | 20.12% | 22.8% |
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 | 11.56% | 14.88% |
| 3 Year | 16.95% | 14.24% |
| 5 Year | 12.58% | 11.96% |
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% | 14.5% |
| Sharp | 0.88% | 1.08% |
| Beta | 0.89% | 0.89% |
| Alpha | 1.27% | 4.52% |
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 |
|---|---|---|
| Others | 0.03 | 7.25 |
| Large Cap | 41.68 | 41.57 |
| Small Cap | 40.96 | 40.25 |
| Mid Cap | 17.33 | 10.93 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
DSP India T.I.G.E.R. Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.03 | 5.44 |
| Petroleum Products | 7.35 | 2.91 |
| Industrial Manufacturing | 2.81 | 2.53 |
| Construction | 16.57 | 14.4 |
| Electrical Equipment | 3.19 | 6.36 |
| Other Utilities | 0.7 | - |
| Cement & Cement Products | 7.05 | 2.02 |
| Consumer Durables | 6.16 | 5.25 |
| Power | 2.33 | 7.43 |
| Transport Services | 6.22 | 0.7 |
| Industrial Products | 7.79 | 13.95 |
| Telecom - Services | 10.28 | 2.93 |
| Finance | 2.77 | - |
| Agricultural, Commercial & Construction Vehicles | 4.98 | - |
| Gas | 0.92 | 0.82 |
| Aerospace & Defense | 3.81 | 1.64 |
| Auto Components | 10.85 | 5.31 |
| Chemicals & Petrochemicals | 3.09 | 4.6 |
| Consumable Fuels | 1.01 | 2.34 |
| Realty | 2.09 | 1.62 |
| Insurance | - | 3.45 |
| Non - Ferrous Metals | - | 1.39 |
| Oil | - | 1.78 |
| Agricultural Food & other Products | - | 1.2 |
| Capital Markets | - | 5.01 |
| Healthcare Services | - | 5.63 |
| Ferrous Metals | - | 1.29 |
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