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Tata Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

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tortoise-icon Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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tortoise-icon 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

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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