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

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tortoise-icon Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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

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