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Kotak Infrastructure and Economic Reform Fund Direct growth
Equity • Infrastructure • Direct growth
More top rated funds
Fund Info
Equity
Infrastructure
Direct growth
Launched On
01 Jan 2013
12.3 years ago
Lock-in Period
No lock-in
NAV
as of 04 Apr 2025
₹66.14
-2.5948% (-1.70)
AUM
₹1,891 Cr
Expense ratio
0.7%
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%
What's in this fund?
Sectors
Holdings
Industrials
Basic Materials
Consumer Cyclical
Communication Services
Financial Services
Fund Managers
Nalin Bhatt
Experience: 1.50 yrs • Total AUM: 13,447 Cr
CAGR
₹1,000 invested for 5 years
Distribution
Market capital
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹3,92,128 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.
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'.
Other top rated funds
HDFC Infrastructure Fund
Equity • Infrastructure • Direct Growth3Y CAGR
28.75%
Expense ratio
1.04%
Returns vs category
N/A
Risk vs category
ICICI Prudential Infrastructure Fund
Equity • Infrastructure • Direct Growth3Y CAGR
26.95%
Expense ratio
1.16%
Returns vs category
N/A
Risk vs category
Franklin Build India
Equity • Infrastructure • Direct Growth3Y CAGR
26.21%
Expense ratio
0.98%
Returns vs category
N/A
Risk vs category
Bandhan Infrastructure Fund
Equity • Infrastructure • Direct Growth3Y CAGR
25.55%
Expense ratio
0.87%
Returns vs category
N/A
Risk vs category
DSP India TIGER Fund
Equity • Infrastructure • Direct Growth3Y CAGR
24.94%
Expense ratio
0.82%
Returns vs category
N/A
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.