₹ 68.19
NAV (Jan 03)
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.
The Scheme seeks 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.
Expense Ratio | 1.97 % |
Launched 16Y ago | 2008-02-25 |
AUM in Crores | 2395.3 |
ISIN | INF178L01095 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Infrastructure Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 12.4 |
Beta | 0.4 |
Sharpe Ratio | 1.8 |
Others
4.19%Ultratech Cement Ltd.
3.41%Bharti Airtel Ltd.
3.34%Larsen & Toubro Ltd.
3.32%Solar Industries India Ltd.
3.19%Capital Goods
18.99%Materials
14.07%Construction
13.44%Automobile
12.87%Communication
8.71%Fund Name | Fund Size | |
---|---|---|
₹ 23,988 cr | ||
₹ 27,847 cr | ||
₹ 63,938 cr | ||
₹ 48,987 cr | ||
₹ 16,835 cr |
Kotak Infrastructure and Economic Reform Fund (G) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 12.09% over 16 years. The fund has grown over a period of 16 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Arjun Khanna, Nalin Rasik Bhatt.
Nav of Kotak Infrastructure and Economic Reform Fund (G) as of 1/3/2025 is ₹68.19 with the total AUM as of 1/4/2025 is ₹2395.27. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Infrastructure and Economic Reform Fund (G) was launched on 2008-02-25. The category risk of the fund is Very High.
The minimum SIP amount for Kotak Infrastructure and Economic Reform Fund (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 and Economic Reform Fund (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 NIFTY Infrastructure Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 34% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Infrastructure and Economic Reform Fund (G).