Kotak Infrastructure & Economic Reform Fund vs Tata Infrastructure Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
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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