Nippon India Power & Infra Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Nippon India Power & Infra Fund-Growth Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
|---|---|---|
| Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2376 Cr | ₹7301 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Feb 2008 | 10 May 2004 |
| Category | Infrastructure | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Infrastructure TRI | Nifty Infrastructure TRI |
| Turn Over | 12.24% | 50% |
| Expense Ratio | 2 | 1.84 |
| Manager | Arjun Khanna | Sanjay Doshi |
| ISIN Code | INF178L01095 | INF204K01AE0 |
| 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 | Nippon India Power & Infra Fund - Growth charges 1.0% 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 | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
|---|---|---|
| 1 Month | -3.15% | -4.2% |
| 6 Month | -0.87% | -0.86% |
| 1 Year | -8.37% | -5.22% |
| 3 Year | 19.19% | 23.97% |
| 5 Year | 25.48% | 26.52% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
|---|---|---|
| 6 Month | -1.44% | -1.46% |
| 1 Year | 8.61% | 7.89% |
| 3 Year | 12.88% | 15.99% |
| 5 Year | 18.76% | 21.99% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 11.51% | 13.87% |
| 3 Year | 16.98% | 14.04% |
| 5 Year | 12.6% | 11.06% |
Risk Management
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 11.95% | 17.99% |
| Sharp | 0.81% | 0.98% |
| Beta | 0.9% | 1.04% |
| Alpha | 0.67% | 2.41% |
Fund Managers
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
|---|---|---|
| Name | Arjun Khanna | Sanjay Doshi |
| Total AUM | ₹169639 Cr | ₹53514 Cr |
| Funds Managed | 24 | 5 |
| Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
Market Cap
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
|---|---|---|
| Others | 6.14 | 4.75 |
| Large Cap | 44.42 | 55.01 |
| Small Cap | 34.96 | 16.42 |
| Mid Cap | 14.48 | 23.82 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
|---|---|---|
| Others | 0.96 | 0.65 |
| Energy | 7.97 | 9.92 |
| Industrials | 46.68 | 32.74 |
| Utilities | 3.54 | 22.88 |
| Basic Materials | 12.46 | 6.97 |
| Communication Services | 10.26 | 6.04 |
| Financial Services | 2.71 | 2.26 |
| Technology | 2.3 | 4.89 |
| Consumer Cyclical | 10.96 | 9.2 |
| Real Estate | 2.15 | 2.32 |
| Healthcare | - | 2.11 |
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