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) | ₹2376 Cr | ₹1566 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 | 2.18% | 1.89% |
| 6 Month | -1.1% | -6.07% |
| 1 Year | -2.85% | -6.72% |
| 3 Year | 20.69% | 24.9% |
| 5 Year | 25.74% | 26.18% |
SIP Return Analysis
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | BANDHAN Infrastructure Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.57% | -1.58% |
| 1 Year | 13.3% | 3.52% |
| 3 Year | 13.46% | 13.91% |
| 5 Year | 19.06% | 19.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | BANDHAN Infrastructure Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.37% | 6.09% |
| 3 Year | 17.01% | 14.67% |
| 5 Year | 12.63% | 13.29% |
Risk Management
| Scheme Name | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | BANDHAN Infrastructure Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.95% | 15.62% |
| Sharp | 0.81% | 0.94% |
| Beta | 0.9% | 1.04% |
| Alpha | 0.67% | 2.2% |
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 | 0.96 | 5.74 |
| Large Cap | 44.93 | 38.09 |
| Small Cap | 38.52 | 43.05 |
| Mid Cap | 15.59 | 13.12 |
Sector Allocation
| Scheme Name |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
BANDHAN Infrastructure Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.96 | 5.74 |
| Petroleum Products | 7.74 | 4.48 |
| Industrial Manufacturing | 2.8 | 4.99 |
| Construction | 18.29 | 19.99 |
| Electrical Equipment | 4.3 | 6.59 |
| Other Utilities | 0.61 | - |
| Cement & Cement Products | 5.93 | 3.74 |
| Consumer Durables | 4.99 | - |
| Power | 2.06 | 9.25 |
| Transport Services | 5.68 | 6.97 |
| Industrial Products | 8.11 | 8.35 |
| Telecom - Services | 10.26 | 6.2 |
| Finance | 2.71 | 2.76 |
| Agricultural, Commercial & Construction Vehicles | 5.08 | - |
| Gas | 0.87 | 2.48 |
| Aerospace & Defense | 2.91 | 4.55 |
| Auto Components | 11.3 | 1.73 |
| Chemicals & Petrochemicals | 3.02 | 1.09 |
| Consumable Fuels | 0.23 | - |
| Realty | 2.15 | 1.38 |
| Healthcare Services | - | 2.6 |
| Ferrous Metals | - | 0.27 |
| Diversified Metals | - | 0.91 |
| Non - Ferrous Metals | - | 0.83 |
| Diversified | - | 1.32 |
| Leisure Services | - | 0.18 |
| Transport Infrastructure | - | 3.6 |
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