Tata Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
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