Kotak Infrastructure & Economic Reform Fund vs Invesco India Infrastructure Fund compare

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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Invesco India Infrastructure Fund - Growth Option

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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	Invesco India Infrastructure Fund - Growth Option
Fund	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2251 Cr	₹1496 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Feb 2008	21 Nov 2007
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	BSE India Infrastructure Index
Turn Over	12.24%	55%
Expense Ratio	2	2.08
Manager	Arjun Khanna	Amit Nigam
ISIN Code	INF178L01095	INF205K01CD5
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	Invesco India 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	Invesco India Infrastructure Fund - Growth Option
1 Month	5.95%	6.32%
6 Month	-7.94%	-5.43%
1 Year	-5.62%	-2.93%
3 Year	27.86%	30.82%
5 Year	32.45%	31.72%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
6 Month	10.97%	12.26%
1 Year	2.56%	6.82%
3 Year	20.74%	26.89%
5 Year	25.33%	27.41%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
1 Year	12.65%	8.86%
3 Year	16.13%	13.18%
5 Year	12.3%	13.01%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Standard Deviation	11.95%	18.64%
Sharp	1.05%	0.729%
Beta	0.91%	1.124%
Alpha	4.5%	6.055%

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Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Name	Arjun Khanna	Amit Nigam
Total AUM	₹169639 Cr	₹14602 Cr
Funds Managed	24	13
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Others	0.84	1.91
Large Cap	38.38	28.88
Small Cap	40.23	37.47
Mid Cap	20.55	31.74

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Others	0.84	1.91
Petroleum Products	5.96	-
Industrial Manufacturing	3.55	-
Construction	15.5	-
Electrical Equipment	3.36	-
Other Utilities	0.77	-
Cement & Cement Products	8.51	-
Consumer Durables	5.81	-
Power	2.86	-
Transport Services	6.09	-
Industrial Products	7.75	-
Finance	2.34	-
Agricultural, Commercial & Construction Vehicles	3.69	-
Gas	1.49	-
Aerospace & Defense	4.82	-
Auto Components	10.43	-
Telecom - Services	10.1	-
Chemicals & Petrochemicals	4.35	-
Realty	1.78	-
Industrials	-	58.84
Consumer Cyclical	-	8.55
Financial Services	-	1.98
Healthcare	-	3.46
Energy	-	1.95
Utilities	-	8.11
Basic Materials	-	6.3
Communication Services	-	4.1
Real Estate	-	1.64
Technology	-	3.15