Tata Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

Link copied to clipboard!

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Invest Now

Tata Infrastructure Fund-Regular Plan- Growth Option

Invest Now

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	Tata Infrastructure Fund-Regular Plan- Growth Option
Fund	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2402 Cr	₹2227 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	25 Feb 2008	31 Dec 2004
Category	Infrastructure	Infrastructure
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Infrastructure TRI	BSE India Infrastructure Index
Turn Over	12.24%	20.89%
Expense Ratio	2	2.06
Manager	Arjun Khanna	Abhinav Sharma
ISIN Code	INF178L01095	INF277K01782
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	Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% 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	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month	2.19%	2.44%
6 Month	-1.77%	-2.29%
1 Year	-6.9%	-13.19%
3 Year	28.68%	26.75%
5 Year	31.56%	30.58%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month	13.85%	11.66%
1 Year	8.77%	2.06%
3 Year	22.52%	19.36%
5 Year	26.32%	23.83%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year	12.65%	13.14%
3 Year	16.13%	12.22%
5 Year	12.3%	11.24%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation	11.95%	18.55%
Sharp	1.05%	0.91%
Beta	0.91%	1.15%
Alpha	4.5%	3.92%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Name	Arjun Khanna	Abhinav Sharma
Total AUM	₹169639 Cr	₹5613 Cr
Funds Managed	24	3
	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	1.07	6.6
Large Cap	35.83	31.72
Small Cap	42.24	41.71
Mid Cap	20.86	19.97

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	1.07	5.81
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	-
Industrials	-	49.04
Basic Materials	-	14.93
Technology	-	0.82
Real Estate	-	7.91
Energy	-	1.23
Consumer Cyclical	-	4.17
Communication Services	-	1.56
Utilities	-	14.53