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UTI 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 UTI Infrastructure Fund-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 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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