- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Infrastructure and Economic Reform Fund (G)
Kotak Infrastructure and Economic Reform Fund (G)
₹ 71.771
NAV (Oct 15)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 71.771
NAV (Oct 15)
Fund Returns
Last 1Y | 53.4% |
Last 3Y | 29.2% |
Last 5Y | 29.8% |
Last 10Y | 18.1% |
Since Inception | 12.5% |
6 Month CAGR | 20.1% |
Scheme Information
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 | 1.98 |
Launched (0y ago) | 1.98 |
AUM in Crores | 2524.2 |
ISIN | INF178L01095 |
Lock-in | - |
Benchmark | NIFTY Infrastructure Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.2 |
Beta | 0.4 |
Sharpe Ratio | 2.1 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Infrastructure and Economic Reform Fund (G) | 16,02,245 | 8,69,633 | 29.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Others
4.2%Ultratech Cement Ltd.
3.4%Bharti Airtel Ltd.
3.3%Larsen & Toubro Ltd.
3.3%Solar Industries India Ltd.
3.2%Allocation by Sector
Capital Goods
20.8%Automobile
12.9%Construction
12.5%Materials
11.5%Energy
8.9%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.7% | 15.7% | ||
14.8% | 8.4% | ||
- | 5.8% | ||
6.3% | 6.9% | ||
5.9% | 7.3% |
Kotak Infrastructure and Economic Reform Fund (G) Review
Kotak Infrastructure and Economic Reform Fund (G) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 12.535% 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 10/15/2024 is ₹71.77 with the total AUM as of 10/16/2024 is ₹2524.2474. 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 Low.
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.
It is rated as a 4 fund in Equity and delivered 53.406% 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).
Frequently Asked Questions
What is Kotak Infrastructure and Economic Reform Fund (G)?
How to invest in Kotak Infrastructure and Economic Reform Fund (G)?
You can invest in Kotak Infrastructure and Economic Reform Fund (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 and Economic Reform Fund (G)?
The minimum sip amount for Kotak Infrastructure and Economic Reform Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Infrastructure and Economic Reform Fund (G) good to invest in?
As per Scripbox experts, it is a 4 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Infrastructure and Economic Reform Fund (G)?
The expense ratio of the Kotak Infrastructure and Economic Reform Fund (G) is 1.98% for regular plan.
What is the NAV of Kotak Infrastructure and Economic Reform Fund (G)?
Today's Kotak Infrastructure and Economic Reform Fund (G) NAV is ₹71.77.