UTI Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
UTI Infrastructure Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | UTI Infrastructure Fund-Growth Option |
---|---|---|
Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | UTI Infrastructure Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2251 Cr | ₹2118 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Feb 2008 | 30 Jul 2005 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Infrastructure TRI | Nifty Infrastructure TRI |
Turn Over | 12.24% | 15% |
Expense Ratio | 2 | 2.19 |
Manager | Arjun Khanna | Sachin Trivedi |
ISIN Code | INF178L01095 | INF789F01752 |
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 | UTI Infrastructure Fund - Growth charges 1.0% 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 | UTI Infrastructure Fund-Growth Option |
---|---|---|
1 Month | 9% | 4.75% |
6 Month | -1.37% | 3.87% |
1 Year | 0.57% | 4.22% |
3 Year | 27.51% | 25.96% |
5 Year | 34.26% | 28.71% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | UTI Infrastructure Fund-Growth Option |
---|---|---|
6 Month | 6.02% | 6.35% |
1 Year | -3.54% | 1.65% |
3 Year | 20.82% | 21.18% |
5 Year | 25.64% | 22.34% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | UTI Infrastructure Fund-Growth Option |
---|---|---|
1 Year | 13.21% | 10.03% |
3 Year | 15.79% | 9.5% |
5 Year | 12.14% | 7.83% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | UTI Infrastructure Fund-Growth Option |
---|---|---|
Standard Deviation | 11.95% | 15.453% |
Sharp | 0.86% | 0.717% |
Beta | 0.88% | 1.003% |
Alpha | 3.3% | 4.354% |
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Fund Managers
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | UTI Infrastructure Fund-Growth Option |
---|---|---|
Name | Arjun Khanna | Sachin Trivedi |
Total AUM | ₹169639 Cr | ₹7301 Cr |
Funds Managed | 24 | 3 |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | UTI Infrastructure Fund-Growth Option |
Market Cap
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
UTI Infrastructure Fund-Growth Option |
---|---|---|
Others | 0.74 | 6.87 |
Large Cap | 36.88 | 63.72 |
Small Cap | 40.32 | 14.89 |
Mid Cap | 22.06 | 14.53 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
UTI Infrastructure Fund-Growth Option |
---|---|---|
Others | 0.74 | 6.06 |
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 | - |
Communication Services | - | 14.52 |
Energy | - | 11.23 |
Industrials | - | 36.88 |
Basic Materials | - | 7 |
Financial Services | - | 6.99 |
Real Estate | - | 3.28 |
Utilities | - | 10.64 |
Consumer Cyclical | - | 3.4 |
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