Kotak Infrastructure & Economic Reform Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Infrastructure & Economic Reform Growth Direct Plan

NAV
₹77.4620
-0.16%
(24 Dec)
AUM
2,376 Cr
TER
0.66%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+20.8%
+9.0%
+8.4%
+5.3%
-2.1%
3Y
+31.1%
+30.1%
+30.5%
+31.3%
+23.5%
5Y
NA
+31.0%
+29.7%
+25.1%
+28.4%
ALL
+28.2%
+12.1%
+16.8%
+18.0%
+18.1%
VOL
14.4%
20.0%
19.6%
16.2%
15.8%
TER
1.0%
0.8%
0.9%
0.5%
0.7%
AUM
₹3,073 Cr
₹5,763 Cr
₹1,445 Cr
₹8,189 Cr
₹2,376 Cr
INFO
1.96
0.60
0.86
1.12
1.14
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Infrastructure & Economic Reform (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Larsen & Toubro Ltd
7.9%
Bharti Airtel Ltd
7.1%
Reliance Industries Ltd
5.7%
Indus Towers Ltd Ordinary Shares
3.2%
Kalpataru Projects International Ltd
3.2%
VST Tillers Tractors Ltd
3.1%
Cummins India Ltd
3.0%
Solar Industries India Ltd
3.0%
Shree Cement Ltd
3.0%
UltraTech Cement Ltd
2.9%
Top industry exposure
Industrials
46.7%
Basic Materials
12.5%
Consumer Cyclical
11.0%
Communication Services
10.3%
Energy
8.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
21%
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
Fund objective
The investment objective of the scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms. However, there is no assurance that the objective of the scheme will be realized.
Fund manager(s)
Nalin Bhatt

FAQs