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) | ₹2251 Cr | ₹908 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 | 2.48% | 2.63% |
6 Month | -11.57% | -6.13% |
1 Year | -3.82% | 1.11% |
3 Year | 21.93% | 19.93% |
5 Year | 31.29% | 29.36% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | -2.91% | 0.1% |
1 Year | -18.5% | -10.12% |
3 Year | 16.73% | 19.28% |
5 Year | 23.57% | 22.18% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.21% | 10.21% |
3 Year | 15.79% | 10.95% |
5 Year | 12.14% | 8.03% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.95% | 16.019% |
Sharp | 0.77% | 0.676% |
Beta | 0.88% | 1.019% |
Alpha | 3.08% | 4.004% |
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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 | 1.82 | 5.78 |
Small Cap | 40.7 | 24.08 |
Large Cap | 34.33 | 54.82 |
Mid Cap | 23.15 | 15.32 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 1.82 | 5.78 |
Industrial Manufacturing | 3.51 | - |
Construction | 15.24 | - |
Electrical Equipment | 5.03 | - |
Other Utilities | 0.77 | - |
Cement and Cement Products | 8.8 | - |
Consumer Durables | 6.98 | - |
Power | 2.88 | - |
Transport Services | 6.65 | - |
Industrial Products | 8.93 | - |
Finance | 2.41 | - |
Agricultural, Commercial & Construction Vehicles | 1.69 | - |
Petroleum Products | 1.8 | - |
Gas | 1.44 | - |
Aerospace and Defense | 1.91 | - |
Aerospace & Defense | 2.26 | - |
Auto Components | 11.64 | - |
Telecom - Services | 8.67 | - |
Chemicals and Petrochemicals | 3.32 | - |
Agricultural, Commercial and Constr | 2.35 | - |
Realty | 1.9 | - |
Energy | - | 10.9 |
Industrials | - | 41.33 |
Consumer Cyclical | - | 4.92 |
Technology | - | 0.51 |
Financial Services | - | 4.53 |
Basic Materials | - | 8.58 |
Communication Services | - | 10.2 |
Utilities | - | 10.5 |
Real Estate | - | 2.74 |
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