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)	₹2313 Cr	₹4836 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	4.27%	2.18%
6 Month	23.93%	12.32%
1 Year	-7.09%	-10.81%
3 Year	21.8%	21.68%
5 Year	30.18%	26.62%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
6 Month	4.29%	-0.85%
1 Year	8.99%	-0.63%
3 Year	17.54%	15.36%
5 Year	22.52%	20.31%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
1 Year	12.1%	9.43%
3 Year	16.45%	11.31%
5 Year	12.38%	10.98%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Standard Deviation	11.95%	15.10%
Sharp	0.82%	0.91%
Beta	0.88%	1.04%
Alpha	2%	5.48%

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	1.65	8.02
Large Cap	40.42	48.1
Small Cap	40.14	25.19
Mid Cap	17.79	18.69

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	SBI Infrastructure Fund - Regular Plan - Growth
Others	0.68	2.7
Energy	8.15	10.26
Industrials	45.74	33.02
Utilities	4.71	8.09
Basic Materials	14.79	14.95
Communication Services	10.57	8.07
Financial Services	1.64	17.09
Consumer Cyclical	10.4	3.08
Technology	1.33	-
Real Estate	1.97	2.75