HK
Harish KrishnanFund Manager Since 31 Jan 2015
EquityEquity - Infrastructure
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Annualised
20.49%
1.92% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.19%
1.92% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 9 months
NIFTY 50
6 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹1891.24 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
HSBC Infrastructure Equity Fund Growth Direct
12.01%
2nd
HSBC Infrastructure Equity Fund Reinvestment of Income Distribution cum Capital Wdrl Opt Direct
11.98%
3rd
HSBC Infrastructure Equity Fund - IDCW Direct
11.98%
4th
HSBC Infrastructure Equity Fund IDCW Reinvestment
11.88%
5th
HSBC Infrastructure Equity Fund Growth
11.88%
102nd
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
0.19%
Fund Managers
About Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 17 years, having been launched on 2008-02-25. Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has ₹1891.24 Cr worth of assets under management (AUM) as of Wed Mar 19 2025. The latest Net Asset Value (NAV) of Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth as of Tue Mar 18 2025 is ₹54.837. The fund has an expense ratio of 2.05%, which is medium comparable to most other Equity funds.
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth returns for the last 1 year are 0.74%. Since launch, it has delivered 10.49% average annual returns.
The Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has the majority of its money invested in Communication Services, Industrials, Basic Materials, Consumer Cyclical sectors.
Top 5 Holdings of Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth.
- Bharti Airtel Ltd: 6.73%
- Larsen & Toubro Ltd: 5.19%
- Shree Cement Ltd: 5.05%
- UltraTech Cement Ltd: 3.75%
- Solar Industries India Ltd: 3.32%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2008-02-25 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak 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 - Standard Plan-Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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