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)	₹2341 Cr	₹2144 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	2.52%	0.47%
6 Month	13.3%	8.85%
1 Year	0.11%	-7.7%
3 Year	21.62%	18.7%
5 Year	31.16%	28.6%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month	2.85%	0.52%
1 Year	14.5%	6.62%
3 Year	16.76%	12.33%
5 Year	21.49%	18.02%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year	11.9%	12.64%
3 Year	16.6%	12.61%
5 Year	12.45%	11.45%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation	11.95%	17.34%
Sharp	0.85%	0.73%
Beta	0.89%	0.94%
Alpha	0.92%	-2.10%

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
Large Cap	40.82	31.36
Small Cap	41.46	41.36
Mid Cap	17.72	17.2
Others	-	10.09

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Tata Infrastructure Fund-Regular Plan- Growth Option
Others	0.59	4.15
Petroleum Products	6.95	-
Industrial Manufacturing	2.83	-
Construction	15.74	-
Electrical Equipment	2.99	-
Other Utilities	0.76	-
Cement & Cement Products	7.51	-
Consumer Durables	6.26	-
Power	2.57	-
Transport Services	6.38	-
Industrial Products	7.97	-
Telecom - Services	10.29	-
Finance	1.75	-
Agricultural, Commercial & Construction Vehicles	4.65	-
Gas	1.19	-
Aerospace & Defense	4.09	-
Auto Components	11.11	-
Chemicals & Petrochemicals	3.07	-
Consumable Fuels	1.35	-
Realty	1.95	-
Industrials	-	48.65
Basic Materials	-	16.28
Technology	-	0.74
Real Estate	-	7.32
Energy	-	0.79
Consumer Cyclical	-	5.24
Communication Services	-	1.44
Utilities	-	15.37