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)	₹2402 Cr	₹5060 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	2.41%	3.08%
6 Month	-2.03%	2.17%
1 Year	-5.88%	-3.8%
3 Year	29.07%	29.96%
5 Year	32.12%	30.09%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
6 Month	13.85%	9.42%
1 Year	8.77%	5.86%
3 Year	22.52%	23.04%
5 Year	26.32%	25.27%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
1 Year	12.65%	9.79%
3 Year	16.13%	11.07%
5 Year	12.3%	10.73%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Standard Deviation	18.64%	15.28%
Sharp	1.01%	1.22%
Beta	1.09%	0.98%
Alpha	6.54%	7.59%

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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	0.84	8.67
Large Cap	38.38	36.17
Small Cap	40.23	33.33
Mid Cap	20.55	21.84

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Others	0.84	8.67
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	-
Energy	-	11.49
Financial Services	-	14.47
Basic Materials	-	12.74
Industrials	-	31.98
Consumer Cyclical	-	3.38
Communication Services	-	8.58
Utilities	-	5.52
Real Estate	-	3.19