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) | ₹2341 Cr | ₹7325 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 | 3.32% | 3.41% |
| 6 Month | 12.84% | 9.86% |
| 1 Year | -0.47% | 1.28% |
| 3 Year | 21.9% | 27.3% |
| 5 Year | 31.08% | 32.84% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 1.68% | 2.28% |
| 1 Year | 12.24% | 12.16% |
| 3 Year | 16.9% | 20.73% |
| 5 Year | 21.87% | 25.2% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 11.9% | 17.08% |
| 3 Year | 16.6% | 14.45% |
| 5 Year | 12.45% | 12.24% |
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% | 17.92% |
| Sharp | 0.85% | 1.12% |
| Beta | 0.89% | 1.05% |
| Alpha | 0.92% | 3.84% |
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 | 2.3 | 3.65 |
| Large Cap | 40.25 | 56.15 |
| Small Cap | 39.73 | 17.16 |
| Mid Cap | 17.72 | 23.04 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
|---|---|---|
| Others | 0.55 | 0.53 |
| Energy | 8.3 | 9.35 |
| Industrials | 46.31 | 32.83 |
| Utilities | 4.53 | 24.03 |
| Basic Materials | 14.41 | 7.89 |
| Communication Services | 10.29 | 5.9 |
| Financial Services | 1.75 | 2.23 |
| Consumer Cyclical | 10.65 | 7.49 |
| Technology | 1.26 | 4.94 |
| Real Estate | 1.94 | 2.68 |
| Healthcare | - | 2.12 |
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