Kotak Infrastructure & Economic Reform Fund vs HSBC Infrastructure Fund compare

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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HSBC Infrastructure Fund - Regular Growth

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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	HSBC Infrastructure Fund - Regular Growth
Fund	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2353 Cr	₹2271 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Feb 2008	27 Sep 2007
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	NIFTY Infrastructure TRI
Turn Over	12.24%	28%
Expense Ratio	2	2.02
Manager	Arjun Khanna	Venugopal Manghat
ISIN Code	INF178L01095	INF917K01536
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	HSBC Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
1 Month	-3.29%	-2.02%
6 Month	-4.31%	-3.89%
1 Year	3.21%	4.11%
3 Year	19.86%	22.33%
5 Year	24.29%	23.15%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
6 Month	-6.7%	-7.64%
1 Year	-6.34%	-11.47%
3 Year	7.09%	6.16%
5 Year	15.51%	14.75%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
1 Year	11.3%	7.28%
3 Year	17.08%	16.08%
5 Year	12.66%	11.04%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Standard Deviation	11.95%	14.53%
Sharp	0.81%	0.91%
Beta	0.92%	0.95%
Alpha	-0.44%	0.81%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Name	Arjun Khanna	Venugopal Manghat
Total AUM	₹169639 Cr	₹41442 Cr
Funds Managed	24	7
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Others	7.35	4.41
Large Cap	43.82	59.51
Small Cap	34.03	24.2
Mid Cap	14.79	11.88

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Others	0.47	1.48
Energy	7.1	9.53
Industrials	48.41	52.66
Utilities	2.69	9.72
Basic Materials	12.23	7.82
Healthcare	0.77	-
Communication Services	10.76	9.55
Financial Services	2.99	1.55
Technology	2.25	2.63
Consumer Cyclical	10.25	1.41
Real Estate	2.07	3.65