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Kotak Infrastructure & Economic Reform Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare

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tortoise-icon Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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tortoise-icon Sundaram Infrastructure Advantage 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 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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