SBI Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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SBI Infrastructure Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Fund	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2251 Cr	₹4867 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Feb 2008	06 Jul 2007
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	Nifty Infrastructure TRI
Turn Over	12.24%	43%
Expense Ratio	2	1.88
Manager	Arjun Khanna	Pradeep Kesavan
ISIN Code	INF178L01095	INF200K01CT2
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	SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
1 Month	2.48%	3.69%
6 Month	-11.57%	-6.64%
1 Year	-3.82%	-0.25%
3 Year	21.93%	23.43%
5 Year	31.29%	30.24%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
6 Month	-2.91%	0.84%
1 Year	-18.5%	-9.49%
3 Year	16.73%	21.35%
5 Year	23.57%	24.67%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
1 Year	13.21%	10.14%
3 Year	15.79%	10.73%
5 Year	12.14%	10.45%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Standard Deviation	11.95%	15.272%
Sharp	0.77%	0.935%
Beta	0.88%	0.976%
Alpha	3.08%	7.741%

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Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Name	Arjun Khanna	Pradeep Kesavan
Total AUM	₹169639 Cr	₹434274 Cr
Funds Managed	24	43
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Others	1.82	8.67
Small Cap	40.7	33.33
Large Cap	34.33	36.17
Mid Cap	23.15	21.84

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Others	1.82	8.67
Industrial Manufacturing	3.51	-
Construction	15.24	-
Electrical Equipment	5.03	-
Other Utilities	0.77	-
Cement and Cement Products	8.8	-
Consumer Durables	6.98	-
Power	2.88	-
Transport Services	6.65	-
Industrial Products	8.93	-
Finance	2.41	-
Agricultural, Commercial & Construction Vehicles	1.69	-
Petroleum Products	1.8	-
Gas	1.44	-
Aerospace and Defense	1.91	-
Aerospace & Defense	2.26	-
Auto Components	11.64	-
Telecom - Services	8.67	-
Chemicals and Petrochemicals	3.32	-
Agricultural, Commercial and Constr	2.35	-
Realty	1.9	-
Energy	-	11.49
Financial Services	-	14.47
Basic Materials	-	12.74
Industrials	-	31.98
Consumer Cyclical	-	3.38
Communication Services	-	8.58
Utilities	-	5.52
Real Estate	-	3.19