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 Risk | Very High Risk |
Asset Size (Cr) | ₹2251 Cr | ₹2141 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 | -14.38% | -13.47% |
6 Month | -20.24% | -25.14% |
1 Year | -0.15% | -7.81% |
3 Year | 19.75% | 17.38% |
5 Year | 21.98% | 21.23% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -22.53% | -31.68% |
3 Year | 16.18% | 12.47% |
5 Year | 23.82% | 21.13% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
1 Year | 13.21% | 13.88% |
3 Year | 15.79% | 11.89% |
5 Year | 12.14% | 11.08% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 11.95% | 13.62% |
Sharp | 1.1% | 1.84% |
Beta | 0.76% | 0.49% |
Alpha | 7.01% | 8.79% |
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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 |
Fund Manage | 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 | 3.01 | 3.69 |
Small Cap | 42.42 | 40.3 |
Large Cap | 31.87 | 31.47 |
Mid Cap | 22.88 | 24.54 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Others | 3.01 | 3.69 |
Industrial Manufacturing | 4.1 | 3.15 |
Construction | 14.29 | 13.11 |
Electrical Equipment | 5.25 | 13.03 |
Cement & Cement Products | 6.98 | 13.1 |
Consumer Durables | 7.78 | 1.06 |
Transport Services | 6.69 | 3.07 |
Industrial Products | 9.76 | 12.82 |
Gas | 2.91 | 0.8 |
Finance | 2.4 | - |
Agricultural, Commercial & Construction Vehicles | 3.78 | - |
Petroleum Products | 1.81 | 1.04 |
Aerospace & Defense | 4.94 | 0.92 |
Auto Components | 12.64 | 3.07 |
Telecom - Services | 7.8 | 1.26 |
Chemicals & Petrochemicals | 3.11 | 0.93 |
Power | 0.78 | 14.09 |
Realty | 2.15 | 7.78 |
Paper, Forest & Jute Products | - | 1.42 |
Diversified | - | 1.2 |
Transport Infrastructure | - | 4.46 |
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