Sundaram Infrastructure Advantage Fund Regular Plan vs Kotak Infrastructure & Economic Reform Fund compare

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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Sundaram Infrastructure Advantage 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	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2251 Cr	₹908 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	25 Feb 2008	29 Sep 2005
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	NIFTY Infrastructure TRI
Turn Over	12.24%	31%
Expense Ratio	2	2.4
Manager	Arjun Khanna	Rohit Seksaria
ISIN Code	INF178L01095	INF903J01F68
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	Sundaram Infrastructure Advantage Fund - 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	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Month	8.44%	8.29%
6 Month	-4.79%	-0.58%
1 Year	0.69%	4.77%
3 Year	26.11%	24.3%
5 Year	32.92%	31.19%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	-3.12%	0.79%
1 Year	-19.01%	-8.96%
3 Year	14.94%	18.14%
5 Year	22.34%	21.18%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	13.21%	10.21%
3 Year	15.79%	10.95%
5 Year	12.14%	8.03%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	11.95%	16.019%
Sharp	0.86%	0.676%
Beta	0.88%	1.019%
Alpha	3.3%	4.004%

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Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Name	Arjun Khanna	Rohit Seksaria
Total AUM	₹169639 Cr	₹0 Cr
Funds Managed	24	15
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	0.74	5.78
Large Cap	36.88	54.82
Small Cap	40.32	24.08
Mid Cap	22.06	15.32

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	0.74	5.78
Petroleum Products	3.59	-
Industrial Manufacturing	3.84	-
Construction	14.63	-
Electrical Equipment	5.02	-
Other Utilities	0.77	-
Cement & Cement Products	8.79	-
Consumer Durables	6.02	-
Power	2.93	-
Transport Services	6.54	-
Industrial Products	8.66	-
Finance	2.43	-
Agricultural, Commercial & Construction Vehicles	3.82	-
Gas	1.37	-
Aerospace & Defense	4.75	-
Auto Components	11.18	-
Telecom - Services	9.46	-
Chemicals & Petrochemicals	3.8	-
Realty	1.66	-
Energy	-	10.9
Industrials	-	41.33
Consumer Cyclical	-	4.92
Technology	-	0.51
Financial Services	-	4.53
Basic Materials	-	8.58
Communication Services	-	10.2
Utilities	-	10.5
Real Estate	-	2.74