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)	₹2450 Cr	₹1607 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	-1.56%	-1.66%
6 Month	7.61%	9.88%
1 Year	-9.06%	-6.02%
3 Year	24.88%	27.41%
5 Year	31.43%	31.19%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
6 Month	9.7%	9.89%
1 Year	7.11%	10%
3 Year	20.16%	25.8%
5 Year	24.8%	26.72%

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%	19.48%
Sharp	1.18%	1.22%
Beta	0.91%	1.20%
Alpha	3.31%	6.72%

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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	0.52	0.82
Large Cap	39.6	27.89
Small Cap	39.2	39.34
Mid Cap	20.68	31.95

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Invesco India Infrastructure Fund - Growth Option
Others	0.52	0.59
Energy	7.31	2.66
Industrials	45.64	55.98
Utilities	4.75	6.44
Basic Materials	16.53	9.28
Financial Services	2.18	-
Consumer Cyclical	9.91	8.28
Communication Services	9.84	6.52
Technology	1.27	2.99
Real Estate	2.03	2.88
Healthcare	-	4.39