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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 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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