Kotak Infrastructure & Economic Reform Fund vs SBI Infrastructure Fund compare

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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SBI Infrastructure Fund - Regular Plan - 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	SBI Infrastructure Fund - Regular Plan - Growth
Fund	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2376 Cr	₹4771 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Feb 2008	06 Jul 2007
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	Nifty Infrastructure TRI
Turn Over	12.24%	43%
Expense Ratio	2	1.88
Manager	Arjun Khanna	Pradeep Kesavan
ISIN Code	INF178L01095	INF200K01CT2
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	SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
1 Month	-1.56%	-1.62%
6 Month	-3.04%	-3.76%
1 Year	-3.97%	-0.84%
3 Year	20.06%	21.09%
5 Year	25.69%	23.46%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
6 Month	-0.17%	1.26%
1 Year	9.02%	5.94%
3 Year	12.75%	12.56%
5 Year	18.88%	18.39%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
1 Year	11.51%	8.71%
3 Year	16.98%	11.68%
5 Year	12.6%	11.19%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Standard Deviation	11.95%	11.75%
Sharp	0.81%	0.98%
Beta	0.9%	0.86%
Alpha	0.67%	1.44%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Name	Arjun Khanna	Pradeep Kesavan
Total AUM	₹169639 Cr	₹434274 Cr
Funds Managed	24	43
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Others	6.14	9.9
Large Cap	44.42	51.8
Small Cap	34.96	22.92
Mid Cap	14.48	15.39

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Others	0.96	3.3
Energy	7.97	14.62
Industrials	46.68	36.14
Utilities	3.54	10.78
Basic Materials	12.46	12.62
Communication Services	10.26	5.95
Financial Services	2.71	11.78
Technology	2.3	-
Consumer Cyclical	10.96	2.06
Real Estate	2.15	2.76