- Mutual Funds
- Kotak Mutual Fund
- Kotak Infrastructure & Economic Reform Fund Standard Plan (Growth)
Formerly Kotak Infra & Econ Reform Std Gr
Kotak Infrastructure & Economic Reform Fund Standard Plan (Growth)
₹ 46.12
NAV (Oct 03)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 46.12
NAV (Oct 3)
Fund Returns
Last 1Y | 30% |
Last 3Y | 38.8% |
Last 5Y | 20.3% |
Last 10Y | 20.2% |
Since Inception | 10.3% |
6 Month CAGR | 22% |
Scheme Information
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 | 2.18 |
Launched (15y ago) | Feb 25, 2008 |
AUM in Crores | 1096.516 |
ISIN | INF178L01095 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Infrastructure TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.1 |
Standard Deviation (5yr) | 21.3 |
Beta (3yr) | 0.87 |
Beta (5yr) | 0.97 |
Sharpe Ratio (3yr) | 1.951 |
Sharpe Ratio (5yr) | 0.75 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Infrastructure & Economic Reform Fund Standard Plan (Growth) | 12,26,692 | 4,94,080 | 20.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
larsen & toubro ltd
5.5%bharti airtel ltd
4.3%ultratech cement ltd
4.3%reliance industries ltd
4.1%container corporation of india ltd
3.8%Allocation by Sector
industrials
46.6%consumer cyclical
13.6%basic materials
13.5%utilities
9.3%energy
5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3.1% | 6.9% | ||
- | 7.8% | ||
- | 4.1% | ||
3.1% | 6.9% | ||
3.1% | 6.9% |
Kotak Infrastructure & Economic Reform Fund Standard Plan (G) Review
Kotak Infrastructure & Economic Reform Fund Standard Plan (G) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 10.3% over a period of 15 years. The fund was previously known as Kotak Infra & Econ Reform Std Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Arjun Khanna, Harish Krishnan.
Nav of Kotak Infrastructure & Economic Reform Fund Standard Plan (G) as of 10/3/2023 is ₹46.12 with the total AUM as of 10/4/2023 is ₹1096.516. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Infrastructure & Economic Reform Fund Standard Plan (G) 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 (G) 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 (G) 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 (G) is rated as a 4 fund in Equity and delivered 30% 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 (G).
Frequently Asked Questions
What is Kotak Infrastructure & Economic Reform Fund Standard Plan (G)?
How to invest in Kotak Infrastructure & Economic Reform Fund Standard Plan (G)?
You can invest in Kotak Infrastructure & Economic Reform Fund Standard Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Infrastructure & Economic Reform Fund Standard Plan (G)?
The minimum sip amount for Kotak Infrastructure & Economic Reform Fund Standard Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Infrastructure & Economic Reform Fund Standard Plan (G) good to invest in?
As per Scripbox experts, Kotak Infrastructure & Economic Reform Fund Standard Plan (G) is a Top Ranked fund. You can investKotak Infrastructure & Economic Reform Fund Standard Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Infrastructure & Economic Reform Fund Standard Plan (G)?
The expense ratio of the Kotak Infrastructure & Economic Reform Fund Standard Plan (G) is 2.18% for regular plan.