Kotak Infrastructure & Economic Reform Fund vs Tata Infrastructure Fund compare

Link copied to clipboard!

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Invest Now

Tata Infrastructure Fund-Regular Plan- Growth Option

Invest Now

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)	₹2450 Cr	₹2287 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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month	-3.72%	-3.31%
6 Month	3.06%	3.63%
1 Year	-10.8%	-16.79%
3 Year	23.39%	20.92%
5 Year	30.79%	29.75%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month	9.7%	7.95%
1 Year	7.11%	2.03%
3 Year	20.16%	17.33%
5 Year	24.8%	22.39%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year	12.1%	12.79%
3 Year	16.45%	12.46%
5 Year	12.38%	11.37%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation	11.95%	18.17%
Sharp	1.18%	1.07%
Beta	0.91%	1.16%
Alpha	3.31%	2.94%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	0.52	8
Large Cap	39.6	31.8
Small Cap	39.2	41.04
Mid Cap	20.68	19.16

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	0.52	5.44
Energy	7.31	1.28
Industrials	45.64	47.62
Utilities	4.75	15.45
Basic Materials	16.53	16
Financial Services	2.18	-
Consumer Cyclical	9.91	4.08
Communication Services	9.84	1.66
Technology	1.27	0.78
Real Estate	2.03	7.7