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Kotak Infrastructure & Economic Reform Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2388 Cr | ₹962 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Feb 2008 | 29 Sep 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Infrastructure TRI | NIFTY Infrastructure TRI |
| Turn Over | 12.24% | 31% |
| Expense Ratio | 2 | 2.4 |
| Manager | Arjun Khanna | Rohit Seksaria |
| ISIN Code | INF178L01095 | INF903J01F68 |
| 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 | Sundaram Infrastructure Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.01% | -1.86% |
| 6 Month | 18.14% | 18.36% |
| 1 Year | -5.77% | -1.11% |
| 3 Year | 21.92% | 21.62% |
| 5 Year | 29.79% | 27.09% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.64% | 4.99% |
| 1 Year | 1.26% | 7.03% |
| 3 Year | 16.66% | 19.17% |
| 5 Year | 22.44% | 21.12% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.1% | 8.98% |
| 3 Year | 16.45% | 11.23% |
| 5 Year | 12.38% | 8.26% |
Risk Management
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.95% | 15.91% |
| Sharp | 1% | 1.05% |
| Beta | 0.89% | 1.10% |
| Alpha | 3% | 5.65% |
Fund Managers
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Rohit Seksaria |
| Total AUM | ₹169639 Cr | ₹0 Cr |
| Funds Managed | 24 | 15 |
| Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.86 | 7.21 |
| Large Cap | 41.31 | 55.56 |
| Small Cap | 38.98 | 21.5 |
| Mid Cap | 17.85 | 15.72 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.08 | 5.88 |
| Energy | 8.35 | 10.94 |
| Industrials | 44.55 | 38.35 |
| Utilities | 4.88 | 11.75 |
| Basic Materials | 14.91 | 7.63 |
| Communication Services | 10.97 | 10.74 |
| Financial Services | 1.72 | 3.88 |
| Consumer Cyclical | 10.29 | 7.56 |
| Technology | 1.21 | 0.7 |
| Real Estate | 2.05 | 2.59 |
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