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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹2,055 Cr
Lock In Period
N/A
Expense Ratio
2.04
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 ₹66.719 NAV as of Apr 17,2026 and returns since inception of 70.34%. Minimum investments start at SIP ₹100. The Kotak Infrastructure & Economic Reform Fund - Growth AUM is ₹2,055 Cr, with a lock-in of N/A years, expense ratio of 2.04%, 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 9.48% returns, against a category average of 1.47% and a category best of 12.98%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 9.48 | 1.47 | 12.98 |
| 6M | 0.18 | 1.69 | 22.02 |
| 1Y | 13.30 | 6.30 | 40.97 |
| 3Y | 19.43 | 16.42 | 122.46 |
Portfolio Analysis
- Equity: 100.16%
- Debt: -0.16%
- Others
As on: 2026-03-31
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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 ₹2,055 Crore. The fund benchmarks its performance against the BSE 100 while maintaining an expense ratio of 2.04. 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.
Fund Managers
Nalin Rasik Bhatt
Mr. Nalin Rasik Bhatt holds B.Com, Chartered Accountant from The Institute of Chartered Accountants of India (ICAI) Prior to joining KMAMC, he has also worked at Motilal Oswal Securities Limited, Angel Broking Limited and Sushil Stock Brokers.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTata Infrastructure Fund - Growth | 2 | 1790.38 CR | 2.15 |
| This FundUTI Infrastructure Fund Growth | 1 | 1914.28 CR | 2.24 |
| This FundKotak Infrastructure & Economic Reform Fund - Growth | 2 | 2054.92 CR | 2.04 |
| This FundDSP India T.I.G.E.R. Fund Growth | 4 | 4979.31 CR | 1.89 |
| This FundLIC MF Infrastructure Fund Growth | 4 | 904.53 CR | 2.28 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Infrastructure Fund - Growth | 8.9752 | 67.6167 |
| This FundUTI Infrastructure Fund Growth | 6.1908 | 69.3917 |
| This FundKotak Infrastructure & Economic Reform Fund - Growth | 13.3021 | 70.3389 |
| This FundDSP India T.I.G.E.R. Fund Growth | 16.8346 | 104.6539 |
| This FundLIC MF Infrastructure Fund Growth | 17.6108 | 114.0746 |
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 2.04. 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 : 9.48%
- 6 Months : 0.18%
- 1 Year : 13.30%
- 3 Years : 19.43%
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 ₹2,055 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