BANDHAN Infrastructure Fund vs Kotak Infrastructure & Economic Reform Fund compare
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
BANDHAN Infrastructure Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | BANDHAN Infrastructure Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | BANDHAN Infrastructure Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2388 Cr | ₹1676 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Feb 2008 | 08 Mar 2011 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Infrastructure TRI | BSE India Infrastructure Index |
Turn Over | 12.24% | 3% |
Expense Ratio | 2 | 2.11 |
Manager | Arjun Khanna | Ritika Behera |
ISIN Code | INF178L01095 | INF194K01BY9 |
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 | Bandhan Infrastructure Fund - Regular Plan - Growth charges 0.5% 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 | BANDHAN Infrastructure Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.83% | -3.29% |
6 Month | 21.54% | 19.4% |
1 Year | -9.12% | -13.39% |
3 Year | 20.97% | 25.36% |
5 Year | 28.37% | 31.81% |
SIP Return Analysis
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | BANDHAN Infrastructure Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.49% | -1.02% |
1 Year | 0.86% | -2.33% |
3 Year | 15.91% | 20.45% |
5 Year | 22.02% | 24.4% |
Rolling Lumpsum Returns
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | BANDHAN Infrastructure Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.1% | 7.12% |
3 Year | 16.45% | 14.12% |
5 Year | 12.38% | 12.95% |
Risk Management
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | BANDHAN Infrastructure Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.95% | 19.41% |
Sharp | 1% | 1.11% |
Beta | 0.89% | 1.26% |
Alpha | 3% | 8.91% |
Fund Managers
Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | BANDHAN Infrastructure Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Ritika Behera |
Total AUM | ₹169639 Cr | ₹43013 Cr |
Funds Managed | 24 | 19 |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | BANDHAN Infrastructure Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
BANDHAN Infrastructure Fund - Regular Plan - Growth |
---|---|---|
Others | 1.86 | 10.16 |
Large Cap | 41.31 | 33.69 |
Small Cap | 38.98 | 45.1 |
Mid Cap | 17.85 | 11.06 |
Sector Allocation
Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
BANDHAN Infrastructure Fund - Regular Plan - Growth |
---|---|---|
Others | 1.08 | 9.47 |
Energy | 8.35 | 3.76 |
Industrials | 44.55 | 52.91 |
Utilities | 4.88 | 12.23 |
Basic Materials | 14.91 | 7.2 |
Communication Services | 10.97 | 4.75 |
Financial Services | 1.72 | 3.28 |
Consumer Cyclical | 10.29 | 1.38 |
Technology | 1.21 | 1.74 |
Real Estate | 2.05 | 1.08 |
Healthcare | - | 2.19 |
Top Comparisons
HDFC Small Cap Fund Regular Growth
3Y Returns22.93%
Quant Small Cap Fund Regular Growth
3Y Returns24.03%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns21.77%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns16.19%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.02%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.93%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.26%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.29%