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)	₹2450 Cr	₹2474 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	2.65%	2.55%
6 Month	5.69%	7.46%
1 Year	-7.11%	-6.9%
3 Year	27.9%	29.69%
5 Year	31.81%	30.77%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
6 Month	12.84%	11.31%
1 Year	9.53%	8.69%
3 Year	21.2%	23.16%
5 Year	25.47%	25.53%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
1 Year	12.65%	8.94%
3 Year	16.13%	16.41%
5 Year	12.3%	12.29%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Standard Deviation	11.95%	18.29%
Sharp	1.18%	1.23%
Beta	0.91%	1.11%
Alpha	3.31%	6.65%

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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	1.16	5.52
Large Cap	35.83	52.85
Small Cap	42.14	31.6
Mid Cap	20.86	10.02

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	HSBC Infrastructure Fund - Regular Growth
Others	1.16	4.52
Energy	4.44	6.88
Industrials	49.09	49.8
Utilities	5	8.19
Basic Materials	15.81	10.5
Financial Services	2.11	4.31
Consumer Cyclical	10.04	1.68
Communication Services	9.3	8.28
Technology	1.37	3.46
Real Estate	1.68	2.37