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

Kotak Infrastructure & Economic Reform Growth Direct Plan

NAV
₹67.8510
-0.26%
(28 Mar)
AUM
1,891 Cr
TER
0.7%
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
+8.7%
+7.7%
+6.5%
+3.1%
+0.4%
3Y
+33.1%
+31.5%
+31.0%
+24.1%
+30.5%
5Y
+33.7%
+33.2%
+37.9%
+35.6%
+36.5%
ALL
+11.8%
+16.7%
+12.6%
+17.9%
+26.0%
VOL
20.4%
19.8%
21.3%
15.9%
22.8%
TER
1.0%
0.9%
1.0%
0.7%
0.5%
AUM
₹4,149 Cr
₹1,047 Cr
₹2,105 Cr
₹1,891 Cr
₹4,651 Cr
INFO
0.58
0.84
0.59
1.13
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 28th Feb
Top holdings
Bharti Airtel Ltd
6.7%
Larsen & Toubro Ltd
5.2%
Shree Cement Ltd
5.0%
UltraTech Cement Ltd
3.7%
Solar Industries India Ltd
3.3%
Kalpataru Projects International Ltd
3.0%
Greenpanel Industries Ltd Ordinary Shares
2.8%
InterGlobe Aviation Ltd
2.7%
Kajaria Ceramics Ltd
2.7%
Bosch Ltd
2.5%
Top industry exposure
Industrials
48.2%
Basic Materials
16.9%
Consumer Cyclical
11.0%
Communication Services
8.7%
Utilities
5.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
21%
Lock-in period
-
Exit load
• 1% 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