UTI Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

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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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	UTI Infrastructure Fund-Growth Option
1 Month	2.48%	2.28%
6 Month	-11.57%	-4.17%
1 Year	-3.82%	1.9%
3 Year	21.93%	21.18%
5 Year	31.29%	26.58%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	UTI Infrastructure Fund-Growth Option
6 Month	-2.91%	1.79%
1 Year	-18.5%	-7.36%
3 Year	16.73%	19.3%
5 Year	23.57%	21.54%

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%

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	UTI Infrastructure Fund-Growth Option
Standard Deviation	11.95%	15.453%
Sharp	0.77%	0.717%
Beta	0.88%	1.003%
Alpha	3.08%	4.354%

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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

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	UTI Infrastructure Fund-Growth Option
Others	1.82	6.87
Small Cap	40.7	14.89
Large Cap	34.33	63.72
Mid Cap	23.15	14.53

Scheme Name	Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	UTI Infrastructure Fund-Growth Option
Others	1.82	6.06
Industrial Manufacturing	3.51	-
Construction	15.24	-
Electrical Equipment	5.03	-
Other Utilities	0.77	-
Cement and Cement Products	8.8	-
Consumer Durables	6.98	-
Power	2.88	-
Transport Services	6.65	-
Industrial Products	8.93	-
Finance	2.41	-
Agricultural, Commercial & Construction Vehicles	1.69	-
Petroleum Products	1.8	-
Gas	1.44	-
Aerospace and Defense	1.91	-
Aerospace & Defense	2.26	-
Auto Components	11.64	-
Telecom - Services	8.67	-
Chemicals and Petrochemicals	3.32	-
Agricultural, Commercial and Constr	2.35	-
Realty	1.9	-
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