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EquityEquity - Infrastructure

Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option

3Y Annualised

29.59%

0.42% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

9.57%

0.42% 1D

Benchmark

N/A

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

2 years 8 months

NIFTY 50

4 years 8 months

FD

9 years 7 months

Fund info

Fund size

₹2180.72 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹100

Exit load

0.01%

For redemption / switch out within 90days from the date of allotment: 0.5% If units are redeemed or switched outon or after 90 days from the date ofallotment -Nil

Risk Profile

Very High Risk

Fund Managers

HK
Harish KrishnanFund Manager Since 31 Jan 2015

About Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option

Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option has ₹2180.72 Cr worth of assets under management (AUM) as of Fri May 30 2025. The latest Net Asset Value (NAV) of Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option as of Thu May 29 2025 is ₹76.756. The fund has an expense ratio of 0.71%, which is medium comparable to most other Equity funds.

Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option returns for the last 1 year are 1.10%. Since launch, it has delivered 18.86% average annual returns.

The Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option has the majority of its money invested in Communication Services, Basic Materials, Industrials, Energy, Consumer Cyclical, Financial Services sectors.

Top 5 Holdings of Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option.

  1. Bharti Airtel Ltd: 7.93%
  2. Shree Cement Ltd: 4.77%
  3. Larsen & Toubro Ltd: 4.75%
  4. Solar Industries India Ltd: 4.35%
  5. Reliance Industries Ltd: 4.06%

AMC Information

NameKotak Mahindra Asset Management Co Ltd
Founding Date2013-01-01
Emailfundaccops@kotakmutual.com
Phone+91 22 61152100
Websitewww.kotakmf.com
AddressKotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051

Tax Implications of Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

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AUM

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