Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
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 ₹62.337 NAV as of Mar 09,2026 and returns since inception of 66.14%. 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 -0.82% returns, against a category average of -0.66% and a category best of 3.90%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.82 | -0.66 | 3.90 |
| 6M | -0.96 | 2.12 | 22.02 |
| 1Y | 16.44 | 6.52 | 40.97 |
| 3Y | 18.44 | 16.22 | 116.55 |
Portfolio Analysis
- Equity: 99.71%
- Debt: 0.29%
- Others
As on: 2026-01-31
View allocation % by
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 | 8.4881 | 61.2336 |
| This FundTaurus Infrastructure Fund Growth | 7.8532 | 62.1134 |
| This FundKotak Infrastructure & Economic Reform Fund - Growth | 16.4361 | 66.1413 |
| This FundFranklin Build India Fund Growth | 17.1302 | 101.0179 |
| This FundLIC MF Infrastructure Fund Growth | 17.4455 | 108.5879 |
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 : -0.82%
- 6 Months : -0.96%
- 1 Year : 16.44%
- 3 Years : 18.44%
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