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

Kotak Infrastructure & Economic Reform Growth Direct Plan

NAV
₹78.5220
-0.15%
(24 Oct)
AUM
2,341 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
+8.4%
+5.8%
+5.6%
+2.8%
+0.4%
3Y
+32.2%
+32.4%
+32.0%
+30.7%
+24.6%
5Y
+28.8%
+34.1%
+32.4%
+34.9%
+32.4%
ALL
+18.4%
+12.2%
+17.1%
+25.1%
+18.4%
VOL
16.2%
20.1%
19.7%
22.1%
15.9%
TER
0.5%
0.8%
0.9%
0.6%
0.7%
AUM
₹7,766 Cr
₹5,521 Cr
₹1,418 Cr
₹5,533 Cr
₹2,341 Cr
INFO
1.13
0.60
0.87
1.13
1.16
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 Sep
Top holdings
Bharti Airtel Ltd
7.0%
Reliance Industries Ltd
5.0%
Shree Cement Ltd
4.4%
Larsen & Toubro Ltd
4.3%
Kalpataru Projects International Ltd
3.4%
UltraTech Cement Ltd
3.1%
Solar Industries India Ltd
3.1%
Mahindra Logistics Ltd
2.9%
Bosch Ltd
2.9%
VST Tillers Tractors Ltd
2.8%
Top industry exposure
Industrials
46.3%
Basic Materials
14.4%
Consumer Cyclical
10.6%
Communication Services
10.3%
Energy
8.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
18%
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