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Kotak Infrastructure & Economic Reform Fund vs HDFC Infrastructure Fund compare

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tortoise-icon Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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tortoise-icon HDFC Infrastructure Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
Fund Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2402 Cr ₹2540 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Feb 2008 10 Mar 2008
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY Infrastructure TRI NIFTY 500 TRI
Turn Over 12.24% 11.39%
Expense Ratio 2 2.06
Manager Arjun Khanna Dhruv Muchhal
ISIN Code INF178L01095 INF179K01GF8
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 HDFC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
1 Month 2.19% 2.11%
6 Month -1.77% 3.31%
1 Year -6.9% -1.73%
3 Year 28.68% 36.14%
5 Year 31.56% 34.91%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
6 Month 14.01% 11.23%
1 Year 10.5% 11.83%
3 Year 21.97% 27.27%
5 Year 25.94% 30.09%

Rolling Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
1 Year 12.65% 8.98%
3 Year 16.13% 9.28%
5 Year 12.3% 7.75%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
Standard Deviation 11.95% 17.44%
Sharp 1.05% 1.38%
Beta 0.91% 1.11%
Alpha 4.5% 11.48%

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Fund Managers

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan
Name Arjun Khanna Dhruv Muchhal
Total AUM ₹169639 Cr ₹520687 Cr
Funds Managed 24 40
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HDFC Infrastructure Fund - Growth Plan

Market Cap

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

HDFC Infrastructure Fund - Growth Plan

Others 1.07 8.51
Large Cap 35.83 50.83
Small Cap 42.24 34.37
Mid Cap 20.86 6.29

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

HDFC Infrastructure Fund - Growth Plan

Others 1.07 6.4
Petroleum Products 4.43 -
Industrial Manufacturing 3.83 -
Construction 16.14 -
Electrical Equipment 3.38 -
Other Utilities 0.86 -
Cement & Cement Products 7.11 -
Consumer Durables 6.12 -
Power 2.77 -
Transport Services 7.27 -
Industrial Products 7.43 -
Finance 2.11 -
Agricultural, Commercial & Construction Vehicles 3.56 -
Gas 1.37 -
Aerospace & Defense 6.04 -
Auto Components 10.61 -
Telecom - Services 9.3 -
Chemicals & Petrochemicals 4.83 -
Realty 1.77 -
Energy - 6.49
Industrials - 39.5
Basic Materials - 11.19
Financial Services - 20.04
Real Estate - 2.11
Technology - 1.52
Communication Services - 3.69
Utilities - 6.94
Consumer Cyclical - 0.49
Healthcare - 1.63

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