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Kotak Infrastructure & Economic Reform Fund vs Tata Infrastructure Fund compare

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

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tortoise-icon Tata Infrastructure Fund-Regular Plan- Growth Option

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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 Tata Infrastructure Fund-Regular Plan- Growth Option
Fund Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2402 Cr ₹2227 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 25 Feb 2008 31 Dec 2004
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark NIFTY Infrastructure TRI BSE India Infrastructure Index
Turn Over 12.24% 20.89%
Expense Ratio 2 2.06
Manager Arjun Khanna Abhinav Sharma
ISIN Code INF178L01095 INF277K01782
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 Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% 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 Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month 2.5% 1.6%
6 Month 1.25% 1.52%
1 Year -6.62% -12.71%
3 Year 27.87% 25.56%
5 Year 31.84% 30.95%

SIP Return Analysis

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month 14.01% 11.43%
1 Year 10.5% 3.1%
3 Year 21.97% 18.55%
5 Year 25.94% 23.31%

Rolling Lumpsum Returns

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year 12.65% 13.14%
3 Year 16.13% 12.22%
5 Year 12.3% 11.24%

Risk Management

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation 11.95% 18.17%
Sharp 1.05% 1.07%
Beta 0.91% 1.16%
Alpha 4.5% 2.94%

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Fund Managers

Scheme Name Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Name Arjun Khanna Abhinav Sharma
Total AUM ₹169639 Cr ₹5613 Cr
Funds Managed 24 3
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Tata Infrastructure Fund-Regular Plan- Growth Option

Market Cap

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 1.16 8
Large Cap 35.83 31.8
Small Cap 42.14 41.04
Mid Cap 20.86 19.16

Sector Allocation

Scheme Name

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 1.16 5.44
Energy 4.44 1.28
Industrials 49.09 47.62
Utilities 5 15.45
Basic Materials 15.81 16
Financial Services 2.11 -
Consumer Cyclical 10.04 4.08
Communication Services 9.3 1.66
Technology 1.37 0.78
Real Estate 1.68 7.7

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