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

Kotak Infrastructure & Economic Reform Growth Direct Plan

NAV
₹71.8080
+0.13%
(16 Mar)
AUM
2,339 Cr
TER
0.69%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+25.4%
+24.1%
+23.9%
+19.2%
+13.7%
3Y
+32.8%
+31.0%
+29.8%
+28.8%
+18.5%
5Y
+27.1%
+25.4%
+26.4%
NA
+20.7%
ALL
+12.2%
+16.5%
+24.2%
+26.1%
+17.0%
VOL
20.0%
19.6%
21.8%
17.2%
15.9%
TER
0.8%
0.9%
0.6%
0.9%
0.7%
AUM
₹6,545 Cr
₹1,511 Cr
₹6,086 Cr
₹2,022 Cr
₹2,339 Cr
INFO
0.61
0.84
1.11
1.51
1.07
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 28th Feb
Top holdings
Larsen & Toubro Ltd
11.2%
Bharti Airtel Ltd
6.1%
Reliance Industries Ltd
4.7%
Indus Towers Ltd Ordinary Shares
4.4%
Kalpataru Projects International Ltd
3.3%
UltraTech Cement Ltd
3.3%
VST Tillers Tractors Ltd
3.2%
Solar Industries India Ltd
3.1%
Cummins India Ltd
3.1%
Shree Cement Ltd
3.0%
Top industry exposure
Industrials
48.7%
Basic Materials
12.5%
Consumer Cyclical
11.2%
Communication Services
10.4%
Energy
6.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
32%
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

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