• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Infrastructure & Economic Reform Fund Standard Plan (Growth)

Formerly Kotak Infra & Econ Reform Std Gr

Kotak Mutual Fund

Kotak Infrastructure & Economic Reform Fund Standard Plan (Growth)

EquitySectoral / Thematic - Infra

34.153

NAV (Aug 05)

10.4%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 533 Cr

Outperformance Consistency

View all 7 analysis

View Less

Scripbox Recommended Equity Funds

Want the focused equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

34.153

NAV (Aug 5)

Fund Returns

Last 1Y

13.2%

Last 3Y

21.4%

Last 5Y

10.4%

Last 10Y

15.4%

Since Inception

8.8%

6 Month CAGR

3.5%

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

2.63

Launched (14y ago)

Feb 25, 2008

AUM in Crores

533.293

ISIN

INF178L01095

Lock-in

No Lock-in

Benchmark

IISL Nifty Infrastructure TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Harish Krishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

schaeffler india ltd

6.4%
6.4%

reliance industries ltd

5.4%
5.4%

solar industries india ltd

5.3%
5.3%

bharti airtel ltd

5.1%
5.1%

thermax ltd

4.7%
4.7%
See all holdings

Allocation by Sector

industrials

48%
48%

basic materials

15.8%
15.8%

consumer cyclical

8%
8%

utilities

8%
8%

energy

7.5%
7.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 278,893 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.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.6%

    6.7%

    12.6%

    6.7%

    12.6%

    6.7%

    4.7%

    7.3%

    -

    23%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 8.8% over a period of 14 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 manager’s name is Harish Krishnan.

    Nav of Kotak Infrastructure & Economic Reform Fund Standard Plan (G) as of 8/5/2022 is ₹34.15 with the total AUM as of 8/6/2022 is ₹533.293. 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 1 fund in Equity and delivered 13.2% 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)?

    Kotak Infrastructure & Economic Reform Fund Standard Plan (G) is a Sectoral / Thematic - Infra Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 Not Recommended 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 2.63% for regular plan.