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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹2,252 Cr
Lock In Period
N/A
Expense Ratio
2.01
Benchmark
BSE 100
Exit Load
For redemption / switch out within 90 days from the date of allotment - 0.5%If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.
Summary
Latest details for Kotak Infrastructure & Economic Reform Fund - Growth include a ₹65.7 NAV as of Feb 16,2026 and returns since inception of 71.76%. Minimum investments start at SIP ₹100. The Kotak Infrastructure & Economic Reform Fund - Growth AUM is ₹2,252 Cr, with a lock-in of N/A years, expense ratio of 2.01%, and benchmark BSE 100. Exit load is - For redemption / switch out within 90 days from the date of allotment - 0.5%If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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As on: 2026-01-31
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About Fund
Kotak Infrastructure & Economic Reform Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Infrastructurescheme with Assets Under Management of ₹2,252 Crore. The fund benchmarks its performance against the BSE 100 while maintaining an expense ratio of 2.01. Under the expert guidance of Nalin Rasik Bhatt ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTata Infrastructure Fund - Growth | 1 | 1928.49 CR | 2.12 |
| This FundTaurus Infrastructure Fund Growth | 0 | 8.77 CR | 2.42 |
| This FundKotak Infrastructure & Economic Reform Fund - Growth | 1 | 2252.41 CR | 2.01 |
| This FundFranklin Build India Fund Growth | 5 | 3002.96 CR | 2 |
| This FundLIC MF Infrastructure Fund Growth | 3 | 946.24 CR | 2.25 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Infrastructure Fund - Growth | 13.4241 | 67.1458 |
| This FundTaurus Infrastructure Fund Growth | 11.3913 | 68.5275 |
| This FundKotak Infrastructure & Economic Reform Fund - Growth | 16.8353 | 71.7557 |
| This FundFranklin Build India Fund Growth | 22.5403 | 108.1139 |
| This FundLIC MF Infrastructure Fund Growth | 21.705 | 112.2954 |
FAQs
Kotak Infrastructure & Economic Reform Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Infrastructure & Economic Reform Fund - Growth is 2.01. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Infrastructure & Economic Reform Fund - Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Kotak Infrastructure & Economic Reform Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Infrastructure & Economic Reform Fund - Growth is ₹2,252 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Infrastructure & Economic Reform Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500