Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
- Equity - Infrastructure
- Equity
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹2,446.83 Cr
Expense Ratio
2.03%
Exit Load
0.50%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
25 Feb 2008
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.57% | -- |
| 3 Months | +7.7% | -- |
| 6 Months | +9.26% | -- |
| 1 Year | +4.04% | +4.04% |
| 2 Years | -- | -1.64% |
| 3 Years | +58.36% | +16.56% |
| 5 Years | +143.91% | +19.52% |
| Since Launch | +592.45% | +11.1% |
Holdings as on 14 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Larsen & Toubro Ltd | 247.45 | 10.38 |
| Reliance Industries | 190.26 | 7.98 |
| Bharti Airtel | 123.46 | 5.18 |
| Indus Towers | 99.47 | 4.17 |
| Solar Industries India | 98.54 | 4.13 |
| Kalpataru Projects International | 82.22 | 3.45 |
| UltraTech Cement | 68.90 | 2.89 |
| Cummins India | 64.70 | 2.71 |
| Bosch | 64.10 | 2.69 |
| KSH International Ltd | 61.97 | 2.60 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.56
Sharpe Ratio
21.42%
Std. Deviation
10.62%
Tracking Error
-0.52%
Alpha
1.06
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Franklin Build India Fund Growth | +2.89% | +21.19% | +20.11% |
| Quant Infrastructure Fund Growth | +11.89% | +20.75% | +19.57% |
| HSBC Infrastructure Fund Growth | +3.15% | +17.79% | +18.65% |
| Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | +4.04% | +16.56% | +19.52% |
| HDFC Infrastructure Fund Growth | -0.61% | +19.1% | +20.33% |
Results are calculated on CAGR basis
About Fund
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 2446.83 crores & has delivered CAGR of 19.52 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.03%. 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 High & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Larsen & Toubro Ltd, Reliance Industries, Bharti Airtel, Indus Towers.
The major sectors where the fund is invested are Construction Services, Oil & Gas Operations, Auto & Truck Parts, Constr. - Supplies & Fixtures.
Some of the similar funds are Franklin Build India Fund Growth, Quant Infrastructure Fund Growth, HSBC Infrastructure Fund Growth, Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth, HDFC Infrastructure Fund Growth. Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has a sharpe ratio of 0.56 & a standard deviation of 21.42%.
FAQs
According to the morning star rating Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has a High risk & Exceptional return.
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is managed by Nalin Bhatt.
The expense ratio of Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is 2.03%.
The 5 year annualized return on Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is 19.52% & it has generated 4.04% in the last 1 year.
The minimum investment in Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is 100 Rs.
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has an AUM of 2446.83 crores.
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