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)	₹2402 Cr	₹952 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	2.19%	3.13%
6 Month	-1.77%	2.87%
1 Year	-6.9%	-1.32%
3 Year	28.68%	28.33%
5 Year	31.56%	29.27%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
6 Month	14.01%	13.21%
1 Year	10.5%	14.82%
3 Year	21.97%	23.33%
5 Year	25.94%	23.87%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
1 Year	12.65%	9.43%
3 Year	16.13%	11.11%
5 Year	12.3%	8.16%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Standard Deviation	18.35%	16.09%
Sharp	1.13%	1.23%
Beta	1.10%	1.05%
Alpha	5.11%	4.81%

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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	1.07	5.41
Large Cap	35.83	57.85
Small Cap	42.24	20.99
Mid Cap	20.86	15.75

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Others	1.07	5.41
Petroleum Products	4.43	-
Industrial Manufacturing	3.83	-
Construction	16.14	-
Electrical Equipment	3.38	-
Other Utilities	0.86	-
Cement & Cement Products	7.11	-
Consumer Durables	6.12	-
Power	2.77	-
Transport Services	7.27	-
Industrial Products	7.43	-
Finance	2.11	-
Agricultural, Commercial & Construction Vehicles	3.56	-
Gas	1.37	-
Aerospace & Defense	6.04	-
Auto Components	10.61	-
Telecom - Services	9.3	-
Chemicals & Petrochemicals	4.83	-
Realty	1.77	-
Energy	-	11.45
Industrials	-	39.37
Consumer Cyclical	-	6.15
Financial Services	-	5.23
Basic Materials	-	7.65
Communication Services	-	11.28
Utilities	-	10.86
Real Estate	-	2.6