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  • Kotak Mutual Fund
  • Kotak Infrastructure & Economic Reform Fund Standard Plan of Inc Dis cum Cap wdrl (RIDCW-A)
Kotak Mutual Fund

Kotak Infrastructure & Economic Reform Fund Standard Plan of Inc Dis cum Cap wdrl (RIDCW-A)

EquitySectoral / Thematic - Infra

25.641

NAV (Jan 24)

12.7%
5 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in sectoral / thematic - infra mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - infra mutual funds.

The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.

This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

493 Cr. Medium within the category

Category View

Poor. The category has an undesirable investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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Historical NAV

25.641

NAV (Jan 24)

Fund Returns

Last 1Y

49.5%

Last 3Y

19.4%

Last 5Y

12.7%

Last 10Y

14.3%

Since Inception

8.6%

6 Month CAGR

10.2%

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Scheme Information

Investment 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.

Expense Ratio

2.71

Launched (14y ago)

Feb 25, 2008

AUM in Crores

492.643

ISIN

INF178L01087

Lock-in

No Lock-in

Benchmark

IISL Nifty Infrastructure TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Harish Krishnan

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 291,674 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    13.9%

    6.5%

    5.5%

    7.4%

    19%

    %

    13.9%

    6.5%

    13.9%

    6.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Kotak Infrastructure & Economic Reform Fund Standard Plan of Inc Dis cum Cap wdrl (RIDCW-A) Review

    Kotak Infrastructure & Economic Reform Fund Standard Plan of Inc Dis cum Cap wdrl (RIDCW-A) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 8.6% over a period of 13 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Harish Krishnan.

    Nav of Kotak Infrastructure & Economic Reform Fund Standard Plan of Inc Dis cum Cap wdrl (RIDCW-A) as of 24/01/2022 is ₹25.64 with the total AUM as of 25/01/2022 is ₹492.643. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Infrastructure & Economic Reform Fund Standard Plan of Inc Dis cum Cap wdrl (RIDCW-A) was launched on Feb 25, 2008. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Kotak Infrastructure & Economic Reform Fund Standard Plan of Inc Dis cum Cap wdrl (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Kotak Infrastructure & Economic Reform Fund Standard Plan of Inc Dis cum Cap wdrl (RIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Infrastructure TR INR.

    Kotak Infrastructure & Economic Reform Fund Standard Plan of Inc Dis cum Cap wdrl (RIDCW-A) is rated as a 1 fund in Equity and delivered 49.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Infrastructure & Economic Reform Fund Standard Plan of Inc Dis cum Cap wdrl (RIDCW-A).

    Frequently Asked Questions

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