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  • 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

37.205

NAV (Mar 28)

11.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in sectoral / thematic - infra mutual funds.

Sectoral / thematic - infra funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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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

37.205

NAV (Mar 28)

Fund Returns

Last 1Y

19.1%

Last 3Y

40.5%

Last 5Y

11.9%

Last 10Y

16.9%

Since Inception

9.1%

6 Month CAGR

5.5%

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

2.46

Launched (15y ago)

Feb 25, 2008

AUM in Crores

727.294

ISIN

INF178L01095

Lock-in

No Lock-in

Benchmark

IISL Nifty Infrastructure TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

24.5

Standard Deviation (5yr)

22.7

Beta (3yr)

1.02

Beta (5yr)

1.01

Sharpe Ratio (3yr)

0.891

Sharpe Ratio (5yr)

0.379

YTM

0

Fund Managers

Harish Krishnan

Fund Manager

Arjun Khanna

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Infrastructure & Economic Reform Fund Standard Plan (Growth)70%982,041 249,42911.9%
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 2023-03-28

Top Stock Holdings

larsen & toubro ltd

5%
5%

ultratech cement ltd

5%
5%

bharti airtel ltd

4.3%
4.3%

aia engineering ltd

4.1%
4.1%

reliance industries ltd

3.9%
3.9%
See all holdings

Allocation by Sector

industrials

45.8%
45.8%

basic materials

15.8%
15.8%

consumer cyclical

12.9%
12.9%

utilities

9.5%
9.5%

energy

5%
5%
See all sectors

Compare Kotak Infrastructure & Economic Reform Fund Standard Plan (Growth)

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

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 298,940 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,177 debt and 19 hybrid funds.

amc-img

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

    9.3%

    7.4%

    -

    2.9%

    -

    2.5%

    9.3%

    7.4%

    9.3%

    7.4%

    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 9.1% 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 3/28/2023 is ₹37.20 with the total AUM as of 3/29/2023 is ₹727.294. 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 3 fund in Equity and delivered 19.1% 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 instruments 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 Neutral 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 2.46% for regular plan.