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Fund Overview of Kotak Infrastructure And Economic Reform Fund Standard-growth
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₹2,384.6 CrAUM
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₹68.91NAV
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2.03%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Kotak Infrastructure And Economic Reform Fund Standard-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 12.68% | NA | 2.20% |
| 6 Months | 7.26% | NA | 14.83% |
| 1 Year | 6.58% | 6.58% | -5.20% |
| 2 Years | -0.51% | -0.25% | 24.46% |
| 3 Years | 60.97% | 17.20% | 26.23% |
| 5 Years | 151.43% | 20.25% | 30.17% |
| 7 Years | 236.90% | 18.95% | NA |
| 10 Years | 336.74% | 15.88% | 16.21% |
Compare Kotak Infrastructure And Economic Reform Fund Standard-growth with other mutual funds in the same category
Kotak Infrastructure And Economic Reform Fund Standard-growth
Lic Mf Infrastructure Fund Direct-growth
Lic Mf Infrastructure Fund Direct-idcw
Asset Allocation
equities
99.99%other assets or cash equivalents
0.01%Kotak Infrastructure And Economic Reform Fund Standard-growth is one Equity mutual fund offered by Kotak Mahindra Mutual Fund. Launched on 25 Feb 2008, the fund aims Long term capital growth. Long term capital appreciation by investing in equity and equity related
instruments of companies contributing to infrastructure and economic
development of India. It manages assets worth ₹2,384.6 crore as on Sun May 31, 2026. The expense ratio stands at 2.03%. Fund Manager Manager EducationAbout Kotak Infrastructure And Economic Reform Fund Standard-growth
The portfolio allocation consists of 99.99% in equities, 0.01% in other assets or cash equivalents.Managed by Nalin Rasik Bhatt, it has delivered a return of 6.58% in the last year, a total return since inception of 11.11%.
For those looking to make informed financial choices it makes sense to review best sip in india that align with long-term goals.
Key Metrics of Kotak Infrastructure And Economic Reform Fund Standard-growth
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Standard Deviation21.44%
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Sharpe Ratio0.60%
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Alpha-2.87%
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Beta0.69%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Lic Mf Infrastructure Fund Direct-growth  |
₹1,099 | 4.44% | 15.19% | 10.91% | 28.72% | 25.19% |
| Lic Mf Infrastructure Fund Direct-idcw |
₹1,099 | 4.44% | 15.19% | 10.91% | 28.72% | 25.19% |
| ICICI Prudential Infrastructure Direct-growth |
₹8,351 | 3.20% | 11.32% | 5.35% | 22.91% | 24.82% |
| ICICI Prudential Infrastructure Direct-idcw |
₹8,351 | 3.20% | 11.32% | 5.35% | 22.91% | 24.82% |
| DSP India T.i.g.e.r. (the Infrastructure Growth And Economic Reforms Fund) Direct-growth |
₹6,019 | 3.65% | 16.92% | 18.09% | 26.23% | 24.79% |
| DSP India T.i.g.e.r. (the Infrastructure Growth And Economic Reforms Fund) Direct-idcw |
₹6,019 | 3.65% | 16.92% | 18.09% | 26.23% | 24.79% |
| Nippon India Power & Infra Fund Direct-growth |
₹7,898 | 2.33% | 14.11% | 13.22% | 24.74% | 24.54% |
| Nippon India Power & Infra Fund Direct-idcw |
₹7,898 | 2.33% | 14.11% | 13.22% | 24.74% | 24.54% |
| Canara Robeco Infrastructure Direct-growth |
₹993 | 2.85% | 9.34% | 10.19% | 24.31% | 24.24% |
| Canara Robeco Infrastructure Direct-idcw |
₹993 | 2.85% | 9.34% | 10.19% | 24.31% | 24.24% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Kotak Mahindra Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Kotak Infrastructure And Economic Reform Fund Direct-growth
|
₹2,385 | 4.27% | 13.05% | 7.96% | 8.00% | 18.80% |
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Kotak Infrastructure And Economic Reform Fund Direct-idcw
|
₹2,385 | 4.27% | 13.05% | 7.96% | 8.00% | 18.80% |
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Kotak Infrastructure And Economic Reform Fund Standard-idcw
|
₹2,385 | 4.14% | 12.68% | 7.26% | 6.58% | 17.20% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Infrastructure Fund-growth |
₹8,351 | ₹203.72 | 22.05% | 24.02% | 18.01% |
| ICICI Prudential Infrastructure Direct-growth |
₹8,351 | ₹222.41 | 22.91% | 24.82% | 18.79% |
| ICICI Prudential Infrastructure Fund-idcw |
₹8,351 | ₹28.68 | 22.05% | 24.02% | 18.01% |
| ICICI Prudential Infrastructure Direct-idcw |
₹8,351 | ₹48.59 | 22.91% | 24.82% | 18.79% |
| Nippon India Power & Infra Fund-growth |
₹7,898 | ₹385.26 | 23.72% | 23.62% | 18.00% |
| Nippon India Power & Infra Fund Direct-growth |
₹7,898 | ₹420.38 | 24.74% | 24.54% | 18.80% |
| Nippon India Power & Infra Fund-idcw |
₹7,898 | ₹66.99 | 23.72% | 23.62% | 18.00% |
| Nippon India Power & Infra Fund Direct-idcw |
₹7,898 | ₹77.06 | 24.74% | 24.54% | 18.80% |
| DSP India T.i.g.e.r. (the Infrastructure Growth And Economic Reforms Fund) Regular-growth |
₹6,019 | ₹360.60 | 24.98% | 23.65% | 18.27% |
| DSP India T.i.g.e.r. (the Infrastructure Growth And Economic Reforms Fund) Direct-growth |
₹6,019 | ₹395.93 | 26.23% | 24.79% | 19.17% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Larsen & Toubro Ltd | Industrials | 10.38% | ₹247.44 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.98% | ₹190.25 Cr |
| Bharti Airtel Ltd | Technology | 5.18% | ₹123.46 Cr |
| Indus Towers Ltd | Technology | 4.17% | ₹99.46 Cr |
| Solar Industries India Ltd | Materials | 4.13% | ₹98.53 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 3.45% | ₹82.22 Cr |
| Ultratech Cement Ltd | Materials | 2.89% | ₹68.89 Cr |
| Cummins India Ltd | Industrials | 2.71% | ₹64.69 Cr |
| Bosch Ltd | Consumer Discretionary | 2.69% | ₹64.09 Cr |
| Ksh International Ltd. | 2.60% | ₹61.96 Cr | |
| Shree Cement Ltd | Materials | 2.58% | ₹61.42 Cr |
| Vst Tillers Tractors Ltd | Industrials | 2.48% | ₹59.25 Cr |
| Atlanta Electricals Ltd. | 2.21% | ₹52.70 Cr | |
| Mahindra Logistics Ltd | Industrials | 2.04% | ₹48.65 Cr |
| Ashok Leyland Ltd | Industrials | 1.96% | ₹46.63 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.79% | ₹42.62 Cr |
| Astra Microwave Products Ltd | Technology | 1.76% | ₹42.05 Cr |
| Engineers India Ltd | Industrials | 1.75% | ₹41.71 Cr |
| Bharat Electronics Ltd | Industrials | 1.72% | ₹41.08 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 1.71% | ₹40.66 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Lic Mf Infrastructure Fund Direct-growth |
₹62.88 | 28.72% | 25.19% | - |
| Lic Mf Infrastructure Fund Direct-idcw |
₹61.74 | 28.72% | 25.19% | - |
| ICICI Prudential Infrastructure Direct-growth |
₹222.41 | 22.91% | 24.82% | - |
| ICICI Prudential Infrastructure Direct-idcw |
₹48.59 | 22.91% | 24.82% | - |
| DSP India T.i.g.e.r. (the Infrastructure Growth And Economic Reforms Fund) Direct-growth |
₹395.93 | 26.23% | 24.79% | - |
| DSP India T.i.g.e.r. (the Infrastructure Growth And Economic Reforms Fund) Direct-idcw |
₹58.26 | 26.23% | 24.79% | - |
| Nippon India Power & Infra Fund Direct-growth |
₹420.38 | 24.74% | 24.54% | - |
| Nippon India Power & Infra Fund Direct-idcw |
₹77.06 | 24.74% | 24.54% | - |
| Canara Robeco Infrastructure Direct-growth |
₹196.03 | 24.31% | 24.24% | - |
| Canara Robeco Infrastructure Direct-idcw |
₹93.60 | 24.31% | 24.24% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Kotak Infrastructure And Economic Reform Fund Standard-growth
What is the current AUM of Kotak Infrastructure And Economic Reform Fund Standard-growth?
As of Sun May 31, 2026, Kotak Infrastructure And Economic Reform Fund Standard-growth manages assets worth ₹2,384.6 crore
How has Kotak Infrastructure And Economic Reform Fund Standard-growth performed recently?
- 3 Months: 12.68%
- 6 Months: 7.26%
What is the long-term performance of Kotak Infrastructure And Economic Reform Fund Standard-growth?
- 3 Years CAGR: 17.20%
- 5 Years CAGR: 20.25%
- Since Inception: 11.11%
What is the portfolio composition of Kotak Infrastructure And Economic Reform Fund Standard-growth?
Equity: 99.99%, Others: 0.01%.
Who manages Kotak Infrastructure And Economic Reform Fund Standard-growth?
Kotak Infrastructure And Economic Reform Fund Standard-growth is managed by Nalin Rasik Bhatt from Kotak Mahindra Mutual Fund.
What is the market-cap allocation of Kotak Infrastructure And Economic Reform Fund Standard-growth?
Large Cap: 46.65%, Mid Cap: 13.31%, Small Cap: 40.03%.
Which are the top companies Kotak Infrastructure And Economic Reform Fund Standard-growth has invested in?
- Larsen & Toubro Ltd – 10.38% of the fund's portfolio
- Reliance Industries Ltd – 7.98% of the fund's portfolio
- Bharti Airtel Ltd – 5.18% of the fund's portfolio
- Indus Towers Ltd – 4.17% of the fund's portfolio
- Solar Industries India Ltd – 4.13% of the fund's portfolio
Which are the major sectors Kotak Infrastructure And Economic Reform Fund Standard-growth focuses on?
- Industrials – 26.49% of the fund's portfolio
- Technology – 11.11% of the fund's portfolio
- Materials – 9.60% of the fund's portfolio
- Energy & Utilities – 7.98% of the fund's portfolio
- Other – 4.81% of the fund's portfolio
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