Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sectorDirect
Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth Option
3Y ago₹1.62 L
5Y ago₹2.44 L
sectorDirect
SBI HEALTHCARE OPPORTUNITIES FUND - Direct Plan - Growth
3Y ago₹1.96 L
5Y ago₹2.36 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Kotak Infrastructure and Econom… | SBI HEALTHCARE OPPORTUNITIES FU… |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | SBI Mutual Fund |
| Category | Equity Scheme - Sectoral/ Thematic | Equity Scheme - Sectoral/ Thematic |
| Plan | Direct | Direct |
| Latest NAV | ₹85.16 | ₹604.8033 |
| Assets managed (AUM) | — | — |
| 1M return | 1.66% | 1.83% |
| 6M return | 10.80% | 21.66% |
| 1Y return | 11.40% | 23.03% |
| 3Y CAGR | 17.41% | 25.05% |
| 5Y CAGR | 19.49% | 18.69% |
| Since inception CAGR | 15.65% | 18.40% |
| Bumpiness · 3Y (annualised σ) | 17.55 | 12.84 |
| Worst drop ever | -46.00% | -30.53% |
| Sharpe · 3Y (rf=6%) | 0.58 | 1.30 |