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) | ₹2251 Cr | ₹7001 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 | Infrastructure |
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 | 5.95% | 3.16% |
6 Month | -7.94% | -6.26% |
1 Year | -5.62% | -5.07% |
3 Year | 27.86% | 34.6% |
5 Year | 32.45% | 34.12% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
---|---|---|
6 Month | 10.97% | 9.5% |
1 Year | 2.56% | 2.19% |
3 Year | 20.74% | 25.88% |
5 Year | 25.33% | 28.21% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
---|---|---|
1 Year | 12.65% | 18.57% |
3 Year | 16.13% | 14.17% |
5 Year | 12.3% | 11.72% |
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% | 18.34% |
Sharp | 1.05% | 0.985% |
Beta | 0.91% | - |
Alpha | 4.5% | - |
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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 | 0.84 | 0.91 |
Large Cap | 38.38 | 55.5 |
Small Cap | 40.23 | 18.31 |
Mid Cap | 20.55 | 25.29 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
---|---|---|
Others | 0.84 | 0.91 |
Petroleum Products | 5.96 | - |
Industrial Manufacturing | 3.55 | - |
Construction | 15.5 | - |
Electrical Equipment | 3.36 | - |
Other Utilities | 0.77 | - |
Cement & Cement Products | 8.51 | - |
Consumer Durables | 5.81 | - |
Power | 2.86 | - |
Transport Services | 6.09 | - |
Industrial Products | 7.75 | - |
Finance | 2.34 | - |
Agricultural, Commercial & Construction Vehicles | 3.69 | - |
Gas | 1.49 | - |
Aerospace & Defense | 4.82 | - |
Auto Components | 10.43 | - |
Telecom - Services | 10.1 | - |
Chemicals & Petrochemicals | 4.35 | - |
Realty | 1.78 | - |
Energy | - | 7.95 |
Industrials | - | 42.76 |
Basic Materials | - | 9.73 |
Technology | - | 2.27 |
Utilities | - | 17.64 |
Communication Services | - | 7.7 |
Financial Services | - | 1.81 |
Real Estate | - | 3.94 |
Consumer Cyclical | - | 3.24 |
Healthcare | - | 2.04 |
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