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

Kotak Infrastructure & Economic Reform Growth Direct Plan

NAV
₹77.6820
-2.77%
(6 Jan)
AUM
2,395 Cr
TER
0.62%
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
+35.0%
+29.3%
+27.6%
+20.8%
+17.1%
3Y
+29.5%
+34.1%
+34.4%
+34.0%
+34.9%
5Y
+29.2%
+30.5%
+28.2%
+25.2%
+28.3%
ALL
+19.9%
+17.9%
+17.5%
+12.0%
+28.2%
VOL
15.7%
18.1%
19.6%
20.3%
22.7%
TER
0.6%
1.2%
0.8%
0.7%
0.5%
AUM
₹2,395 Cr
₹6,990 Cr
₹1,345 Cr
₹4,686 Cr
₹5,532 Cr
INFO
1.27
0.99
0.89
0.59
1.24
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
Bharti Airtel Ltd
6.1%
Shree Cement Ltd
3.8%
Larsen & Toubro Ltd
3.3%
UltraTech Cement Ltd
3.3%
Solar Industries India Ltd
3.2%
Kajaria Ceramics Ltd
3.0%
Greenpanel Industries Ltd Ordinary Shares
2.9%
Zen Technologies Ltd
2.7%
Kalpataru Projects International Ltd
2.6%
VST Tillers Tractors Ltd
2.6%
Top industry exposure
Industrials
49.9%
Basic Materials
15.3%
Consumer Cyclical
11.6%
Communication Services
7.7%
Utilities
3.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
22%
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

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