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) | ₹2450 Cr | ₹7620 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 | -1.56% | -2.46% |
6 Month | 7.61% | 8.45% |
1 Year | -9.06% | -9.52% |
3 Year | 24.88% | 31.65% |
5 Year | 31.43% | 31.76% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | Nippon India Power & Infra Fund-Growth Plan -Growth Option |
---|---|---|
6 Month | 9.7% | 5.55% |
1 Year | 7.11% | 2.57% |
3 Year | 20.16% | 23.52% |
5 Year | 24.8% | 27.16% |
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% | 18.21% |
Sharp | 1.18% | 1.46% |
Beta | 0.91% | 1.05% |
Alpha | 3.31% | 6.22% |
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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 | 0.52 | 2.61 |
Large Cap | 39.6 | 57.29 |
Small Cap | 39.2 | 16.61 |
Mid Cap | 20.68 | 23.49 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
---|---|---|
Others | 0.52 | 1.01 |
Energy | 7.31 | 9.61 |
Industrials | 45.64 | 37.54 |
Utilities | 4.75 | 22.35 |
Basic Materials | 16.53 | 7.42 |
Financial Services | 2.18 | 2.24 |
Consumer Cyclical | 9.91 | 5.62 |
Communication Services | 9.84 | 7.35 |
Technology | 1.27 | 1.87 |
Real Estate | 2.03 | 3 |
Healthcare | - | 2 |
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