• 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
Top Ranked

55.4

NAV (Feb 22)

25.4%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within 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.

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

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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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

55.4

NAV (Feb 22)

Fund Returns

Last 1Y
45.6%
Last 3Y
32%
Last 5Y
25.4%
Last 10Y
21.2%
Since Inception
11.3%
6 Month CAGR
23.2%

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
2.08
Launched (16y ago)
Feb 25, 2008
AUM in Crores
1477.309
ISIN
INF178L01095
Lock-in
No Lock-in
Benchmark
Nifty Infrastructure TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.7
Standard Deviation (5yr)
21.4
Beta (3yr)
0.79
Beta (5yr)
0.95
Sharpe Ratio (3yr)
1.882
Sharpe Ratio (5yr)
0.906
YTM
0
Fund Managers

Nalin Bhatt

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%14,12,660 6,80,04825.4%
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.

Asset allocation and Holdings

Last updated on 2024-02-22

Top Stock Holdings

larsen & toubro ltd

5%
5%

bharti airtel ltd

4.3%
4.3%

ultratech cement ltd

3.9%
3.9%

container corporation of india ltd

3.7%
3.7%

aia engineering ltd

3.2%
3.2%
See all holdings

Allocation by Sector

industrials

48%
48%

consumer cyclical

13.2%
13.2%

basic materials

12.6%
12.6%

utilities

12.2%
12.2%

communication services

4.5%
4.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 20,949 cr

₹ 13,846 cr

₹ 16,033 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 380,289 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
022-66384444
fundaccops@kotakmutual.com
Fund NameScripbox Opinion
Till Date CAGR

8.5%

7.2%

13.3%

13%

-

4.9%

8.6%

7.2%

8.5%

7.2%

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 11.3% 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, Nalin Bhatt.

Nav of Kotak Infrastructure & Economic Reform Fund Standard Plan (G) as of 2/22/2024 is ₹55.40 with the total AUM as of 2/23/2024 is ₹1477.309. 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 Nifty Infrastructure TR INR.

Kotak Infrastructure & Economic Reform Fund Standard Plan (G) is rated as a 4 fund in Equity and delivered 45.6% 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 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 2.08% for regular plan.