BANDHAN Infrastructure Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 100% of historical 3-year rolling periods.
- Cost-efficient: expense ratio of 2.26% is lower than category median (2.52%).
- Over 16 years of operational history across different market cycles.
- High beta (1.2) means the fund swings more sharply than the broader index.
- Downside capture of 138% indicates larger drops during broader market downturns.
- Experienced a maximum drawdown of -58.0% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +4.39% | +6.32% | -1.93% |
| 3 Months | -2.98% | -0.20% | -2.78% |
| 6 Months | -0.55% | +5.98% | -6.53% |
| 1 Year | -1.78% | +3.90% | -5.68% |
| 3 Years CAGR | +13.98% | +13.23% | +0.75% |
| 5 Years CAGR | +13.56% | +10.72% | +2.84% |
| 7 Years CAGR | +19.45% | +15.35% | +4.10% |
| 10 Years CAGR | +14.67% | +14.26% | +0.41% |
| Since Inception | +10.58% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in BANDHAN Infrastructure Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +0.46% | +4.03% | -3.57% |
| 2025 | -6.93% | +1.43% | -8.36% |
| 2024 | +39.32% | +20.41% | +18.91% |
| 2023 | +50.31% | +30.70% | +19.61% |
| 2022 | +1.66% | +1.66% | 0.00% |
| 2021 | +64.84% | +30.31% | +34.53% |
| 2020 | +6.26% | +13.54% | -7.28% |
| 2019 | -5.25% | +7.11% | -12.36% |
| 2018 | -25.90% | -5.94% | -19.96% |
| 2017 | +58.67% | +39.22% | +19.45% |
| 2016 | +10.71% | +4.10% | +6.61% |
| 2015 | -0.16% | +1.85% | -2.01% |
| 2014 | +43.16% | +52.06% | -8.90% |
| 2013 | -10.80% | -4.06% | -6.74% |
| 2012 | +10.04% | +26.60% | -16.56% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -42.69% | +15.83% | +4.54% | +116.90% | 57.2% | 57.8% |
| 3-Year Rolling | -16.38% | +15.41% | +15.46% | +43.18% | 89.7% | 100.0% |
| 5-Year Rolling | -6.18% | +14.29% | +13.77% | +40.49% | 95.3% | 100.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2018-01-08 | 2020-03-24 | -58.0% | 26 months | 14 months |
| 2011-04-07 | 2013-08-28 | -38.1% | 29 months | 9 months |
| 2024-07-31 | 2025-03-03 | -29.3% | 7 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity related securities in companies engaged in infrastructural and infrastructural related activities | 80% - 100% Equity & Equity related securities other than above: 0% - 20% Money Market and other liquid instruments#: 0% - 20% Units issued by InvITs: 0% - 10% Mutual Fund Units (Overnight Fund, Money Market Fund & Liquid Fund): 0% - 20% |
Investment Objective & Strategy
The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,410 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Kotak Consumption Fund | 5.3 | - | 2.27% | 94.7% | Rs 1,698 cr | Compare → |
| 360 ONE QUANT FUND | 5.2 | +12.84% | 2.45% | 120.2% | Rs 800 cr | Compare → |
| Axis Business Cycles Fund | 5.3 | +12.57% | 2.36% | 103.4% | Rs 2,086 cr | Compare → |
| Samco Active Momentum Fund | 4.4 | +12.23% | 3.39% | 60.7% | Rs 802 cr | Compare → |
| Aditya Birla Sun Life ESG Integration Strategy Fund | 4.6 | +11.97% | 2.43% | 95.4% | Rs 582 cr | Compare → |
Frequently Asked Questions about BANDHAN Infrastructure Fund
What is the expense ratio of BANDHAN Infrastructure Fund?
BANDHAN Infrastructure Fund has a total expense ratio (TER) of 2.26% with a base expense ratio of 1.83%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages BANDHAN Infrastructure Fund?
BANDHAN Infrastructure Fund is managed by Vishal Biraia (tenure: 2.8 years since 2024-01-24).
What are the historical returns of BANDHAN Infrastructure Fund?
BANDHAN Infrastructure Fund delivered a 3-year CAGR of 13.98% and a 5-year CAGR of 13.56%. Its 1-year return stands at -1.78%.
How large is BANDHAN Infrastructure Fund?
BANDHAN Infrastructure Fund manages assets of Rs 1,410 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is BANDHAN Infrastructure Fund scored on MFIQ?
BANDHAN Infrastructure Fund holds an MFIQ Score of 4.8/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is BANDHAN Infrastructure Fund?
BANDHAN Infrastructure Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 19.32% with a maximum historical drawdown of -57.99%.