Kotak Infrastructure & Economic Reform Fund vs Quant Infrastructure Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Quant Infrastructure Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Quant Infrastructure Fund - Growth Option |
|---|---|---|
| Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Quant Infrastructure Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2425 Cr | ₹3304 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Feb 2008 | 21 Sep 2007 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Infrastructure TRI | NIFTY Infrastructure TRI |
| Turn Over | 12.24% | % |
| Expense Ratio | 2 | 1.9 |
| Manager | Arjun Khanna | Vasav Sahgal |
| ISIN Code | INF178L01095 | INF966L01523 |
| 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 | Quant Infrastructure Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Quant Infrastructure Fund - Growth Option |
|---|---|---|
| 1 Month | -1.35% | -1.69% |
| 6 Month | 2.25% | 3.87% |
| 1 Year | -1.25% | -1.38% |
| 3 Year | 20.79% | 16.78% |
| 5 Year | 27.89% | 30.02% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Quant Infrastructure Fund - Growth Option |
|---|---|---|
| 6 Month | -0.36% | 0.53% |
| 1 Year | 8.09% | 6.53% |
| 3 Year | 14.62% | 12.98% |
| 5 Year | 20.35% | 18.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Quant Infrastructure Fund - Growth Option |
|---|---|---|
| 1 Year | 11.6% | 7.2% |
| 3 Year | 16.93% | 9.58% |
| 5 Year | 12.57% | 10.84% |
Risk Management
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Quant Infrastructure Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.95% | 19.109% |
| Sharp | 0.88% | 0.711% |
| Beta | 0.89% | 1.181% |
| Alpha | 1.27% | 4.071% |
Fund Managers
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Quant Infrastructure Fund - Growth Option |
|---|---|---|
| Name | Arjun Khanna | Vasav Sahgal |
| Total AUM | ₹169639 Cr | ₹46505 Cr |
| Funds Managed | 24 | 21 |
| Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Quant Infrastructure Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Quant Infrastructure Fund - Growth Option |
|---|---|---|
| Others | 3.85 | 14.07 |
| Large Cap | 40.45 | 51.35 |
| Small Cap | 38.45 | 30.61 |
| Mid Cap | 17.25 | 3.97 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Quant Infrastructure Fund - Growth Option |
|---|---|---|
| Others | 0.08 | 5.15 |
| Energy | 8.36 | 9.1 |
| Industrials | 46.88 | 32.61 |
| Utilities | 3.95 | 18.87 |
| Basic Materials | 13.9 | 10.85 |
| Communication Services | 10.28 | - |
| Financial Services | 2.76 | 6.47 |
| Consumer Cyclical | 10.41 | 7.66 |
| Technology | 1.29 | 6.03 |
| Real Estate | 2.09 | 3.26 |
Top Comparisons
Axis Quant Fund - Regular Plan - Growth
3Y Returns12.85%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns14.5%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns14.28%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns21.84%
Kotak Banking and PSU Debt - Growth
3Y Returns7.59%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.2%
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns32.4%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns34.34%