What is the risk comparison between Tata Infrastructure Fund-Regular Plan- Growth Option and Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth?

Tata Infrastructure Fund-Regular Plan- Growth Option is equally volatile than Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth. Choose a fund based on your risk tolerance and goals.

Which fund has a lower expense ratio, Tata Infrastructure Fund-Regular Plan- Growth Option or Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth?

Tata Infrastructure Fund-Regular Plan- Growth Option has an expense ratio of 2.06% and Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has 2%. Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has a lower ratio, which means it can give better net returns.

Tata Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

Compare Up to 4 FundsFree Analysis

Tata Infrastructure Fund-Regular Plan- Growth Option

Infrastructurevery high Risk

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Infrastructurevery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

21.39 %

Expense Ratio

2.06 %

The trade-off:

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Returns (5Y)

24.56 %

Expense Ratio

2 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Complete Fund Review

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METRICS

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Tata Infrastructure Fund-Regular Plan- Growth Option

Basic Overview

Current NAV

₹ 63.33

₹ 160.90

Benchmark

NIFTY Infrastructure TRI

BSE India Infrastructure Index

Fund Size (AUM)

₹2353 Cr

₹2016 Cr

Expense Ratio

2.00%

2.06%

Launch Date

25 Feb 2008

31 Dec 2004

SIP Returns

1 Year Return

10.19%

2.96%

3 Year Return

11.64%

6.97%

5 Year Return

17.93%

14.46%

Since Inception

12.66%

11.61%

Trailing Returns

1 Month Return

-2.05%

-2.41%

3 Month Return

-3.53%

-7.47%

1 Year Return

3.82%

-0.04%

3 Year Return

20.33%

18.74%

5 Year Return

24.56%

21.39%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

-0.44

-2.94

Beta

0.92

0.95

Sharpe Ratio

0.81

0.73

Standard Deviation

11.95

13.62

Investment & Taxes

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

₹ 5,000

Exit 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

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth3 /100

Outstanding protection during market downturns.

Tata Infrastructure Fund-Regular Plan- Growth Option3 /100

More vulnerable during market declines.

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth3 /100

Outstanding protection during market downturns.

Tata Infrastructure Fund-Regular Plan- Growth Option3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth0.0%

Tata Infrastructure Fund-Regular Plan- Growth Option0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growthslow

Tata Infrastructure Fund-Regular Plan- Growth Optionslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

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TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Tata Infrastructure Fund-Regular Plan- Growth Option had a 5-year average annual growth rate of 21.39%, while Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth's was 24.56%. Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is better for long-term growth.