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) | ₹2313 Cr | ₹7175 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 | 2.92% | 3.78% |
6 Month | 22.39% | 18.7% |
1 Year | -8.01% | -5.69% |
3 Year | 20.37% | 26.61% |
5 Year | 29.72% | 30.59% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
---|---|---|
6 Month | 4.29% | 3.94% |
1 Year | 8.99% | 10.45% |
3 Year | 17.54% | 22.02% |
5 Year | 22.52% | 25.9% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
---|---|---|
1 Year | 12.1% | 17.75% |
3 Year | 16.45% | 14.33% |
5 Year | 12.38% | 11.93% |
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% | 17.95% |
Sharp | 0.82% | 1.06% |
Beta | 0.88% | 1.02% |
Alpha | 2% | 4.69% |
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 | 1.86 | 3.17 |
Large Cap | 41.31 | 56.77 |
Small Cap | 38.98 | 16.9 |
Mid Cap | 17.85 | 23.15 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
---|---|---|
Others | 1.08 | 1.28 |
Energy | 8.35 | 9.39 |
Industrials | 44.55 | 36.81 |
Utilities | 4.88 | 23.31 |
Basic Materials | 14.91 | 7.62 |
Communication Services | 10.97 | 6.62 |
Financial Services | 1.72 | 2.21 |
Consumer Cyclical | 10.29 | 5.95 |
Technology | 1.21 | 1.83 |
Real Estate | 2.05 | 2.85 |
Healthcare | - | 2.13 |
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