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Kotak Infrastructure & Economic Reform Fund vs HSBC Infrastructure Fund compare

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

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tortoise-icon 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) ₹2368 Cr ₹2611 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 1.99 2.01
Manager Arjun Khanna Venugopal Manghat
ISIN Code INF178L01095 INF917K01536
Exits Load Kotak Infrastructure and Economic Reform Fund - Growth charges 1.0% 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

Trailing Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
1 Month -9.19% -8.56%
6 Month -15.4% -15.6%
1 Year 7.12% 7.17%
3 Year 21.67% 20.39%
5 Year 22.62% 21.06%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
6 Month - -
1 Year -10.11% -10.78%
3 Year 22.04% 22.74%
5 Year 27.24% 26.28%

Rolling Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
1 Year 13.21% 9.29%
3 Year 15.79% 16.25%
5 Year 12.14% 11.59%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth
Standard Deviation 11.95% 14.53%
Sharp 1.1% 1.67%
Beta 0.76% 0.78%
Alpha 7.01% 7.95%

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Fund Managers

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
Fund Manage 24 7
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth HSBC Infrastructure Fund - Regular Growth

Market Cap

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

HSBC Infrastructure Fund - Regular Growth

Others 3.01 2.27
Small Cap 42.42 36.29
Large Cap 31.87 47.07
Mid Cap 22.88 14.37

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

HSBC Infrastructure Fund - Regular Growth

Others 3.01 2.27
Industrial Manufacturing 4.1 5.16
Construction 14.29 15.6
Electrical Equipment 5.25 11.56
Cement & Cement Products 6.98 4.05
Consumer Durables 7.78 4.87
Transport Services 6.69 0.57
Industrial Products 9.76 13.04
Gas 2.91 2.02
Finance 2.4 2.66
Agricultural, Commercial & Construction Vehicles 3.78 0.59
Petroleum Products 1.81 5.26
Aerospace & Defense 4.94 7.83
Auto Components 12.64 -
Telecom - Services 7.8 6.59
Chemicals & Petrochemicals 3.11 -
Power 0.78 7.15
Realty 2.15 2.65
Telecom Services - 0.76
Capital Markets - 1.28
Non - Ferrous Metals - 1.21
Paper, Forest & Jute Products - 3.15
Ferrous Metals - 0.49
Oil - 1.24

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