Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

• Alpha -0.52%
• Beta 1.06
• Sharpe Ratio1.49
• Std Deviation 13.43%
• Tracking Error 10.62%

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.

The Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has an AUM of 2367.95 crores & has delivered CAGR of 29.50% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.99%. The minimum investment in Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Bharti Airtel, Shree Cement, Ultratech Cement & Larsen & Toubro.

The major sectors where the fund is invested are Construction Services, Constr. - Supplies & Fixtures, Auto & Truck Parts & Construction - Raw Materials.

Some of the similar funds are Bandhan Infrastructure Fund Growth, Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth, Tata Infrastructure Fund Growth, UTI Infrastructure Fund Regular Plan Growth, HDFC Infrastructure Fund Growth. Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has a sharpe ratio of 1.49 & a standard deviation of 13.43%.