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

Kotak Infrastructure & Economic Reform Growth Direct Plan

NAV
₹83.4670
+2.02%
(26 Jul)
AUM
2,273 Cr
TER
0.65%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+88.2%
+87.7%
+87.0%
+63.5%
+59.8%
3Y
+42.3%
+43.2%
+41.2%
+40.1%
+36.1%
5Y
+28.6%
NA
+33.5%
+31.7%
+30.8%
ALL
+13.7%
+34.7%
+19.3%
+18.9%
+21.0%
VOL
20.3%
22.9%
19.6%
18.3%
15.7%
TER
0.8%
0.5%
0.9%
1.1%
0.7%
AUM
₹3,695 Cr
₹5,122 Cr
₹1,363 Cr
₹5,703 Cr
₹2,273 Cr
INFO
0.67
1.51
0.98
1.04
1.34
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 Jun
Top holdings
Triparty Repo
4.9%
UltraTech Cement Ltd
3.6%
Bharti Airtel Ltd
3.5%
Mahindra Logistics Ltd
3.3%
Larsen & Toubro Ltd
3.3%
Solar Industries India Ltd
3.2%
Thermax Ltd
2.9%
Kalpataru Projects International Ltd
2.9%
Container Corporation of India Ltd
2.8%
Cummins India Ltd
2.8%
Top industry exposure
Industrials
51.7%
Consumer Cyclical
13.5%
Basic Materials
11.9%
Utilities
7.0%
Communication Services
4.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
7%
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)
Arjun Khanna
Nalin Bhatt

FAQs