Kotak Infrastructure & Economic Reform Fund vs HDFC Infrastructure Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
HDFC Infrastructure Fund - Growth Plan
Chart Comparison
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 | 0.65% | -0.35% |
6 Month | 3.68% | 8.4% |
1 Year | -7.66% | -3.16% |
3 Year | 27.46% | 34.06% |
5 Year | 31.64% | 34.59% |
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% | 16.88% |
Sharp | 1.18% | 1.56% |
Beta | 0.91% | 1.10% |
Alpha | 3.31% | 10.76% |
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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 | 1.16 | 8.51 |
Large Cap | 35.83 | 50.83 |
Small Cap | 42.14 | 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 | 1.16 | 6.4 |
Energy | 4.44 | 6.49 |
Industrials | 49.09 | 39.5 |
Utilities | 5 | 6.94 |
Basic Materials | 15.81 | 11.19 |
Financial Services | 2.11 | 20.04 |
Consumer Cyclical | 10.04 | 0.49 |
Communication Services | 9.3 | 3.69 |
Technology | 1.37 | 1.52 |
Real Estate | 1.68 | 2.11 |
Healthcare | - | 1.63 |
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