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Kotak Infrastructure and Economic Reform Fund Direct growth
Equity • Infrastructure • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Infrastructure
Direct growth
Launched On
01 Jan 2013
12.1 years ago
Lock-in Period
No lock-in
NAV
as of 07 Feb 2025
₹71.61
+0.1273% (0.10)
AUM
₹2,430 Cr
Expense ratio
0.63%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 90D
0.5%
If units sold after 90D
0%
Distribution
Asset split
Market capital
Equity97.74%
Cash2.26%
What's in this fund?
Sectors
Holdings
Industrials
Basic Materials
Consumer Cyclical
Communication Services
Technology
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,18,620 Cr • Rank #4Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.
Fund Managers
Nalin Bhatt
Experience: 1.35 yrs • Total AUM: 14,583 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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