Tata 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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Tata Infrastructure Fund-Regular Plan- Growth Option

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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	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)	₹2251 Cr	₹2141 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	8.42%	6.59%
6 Month	-1.09%	-4.79%
1 Year	-0.62%	-8.21%
3 Year	27.31%	25.69%
5 Year	35.34%	33.79%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month	6.02%	5.07%
1 Year	-3.54%	-9.44%
3 Year	20.82%	18.11%
5 Year	25.64%	23.42%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year	13.21%	13.88%
3 Year	15.79%	11.89%
5 Year	12.14%	11.08%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation	11.95%	17.894%
Sharp	0.86%	0.641%
Beta	0.88%	1.106%
Alpha	3.3%	4.067%

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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	0.74	4.63
Large Cap	36.88	31.98
Small Cap	40.32	42.62
Mid Cap	22.06	20.78

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	0.74	4.63
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	-
Industrials	-	50.51
Basic Materials	-	15.25
Technology	-	1.75
Real Estate	-	7.06
Energy	-	1.12
Consumer Cyclical	-	3.71
Communication Services	-	1.46
Utilities	-	14.51