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

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month	5.95%	3.99%
6 Month	-7.94%	-3.29%
1 Year	-5.62%	-1.48%
3 Year	27.86%	26.72%
5 Year	32.45%	30.07%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	10.97%	10.49%
1 Year	2.56%	6.73%
3 Year	20.74%	21.94%
5 Year	25.33%	23.08%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	12.65%	9.43%
3 Year	16.13%	11.11%
5 Year	12.3%	8.16%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	11.95%	16.019%
Sharp	1.05%	0.676%
Beta	0.91%	1.019%
Alpha	4.5%	4.004%

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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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	0.84	5.78
Large Cap	38.38	54.82
Small Cap	40.23	24.08
Mid Cap	20.55	15.32

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	0.84	5.78
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	-	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