Kotak Infrastructure & Economic Reform Fund - Growth Return
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Showing Funds Performance since Sep 07, 2020
Kotak Infrastructure & Economic Reform Fund - Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹2,385 Cr
Lock In Period
N/A
Expense Ratio
2.03
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.
Benchmark
BSE 100
Summary
Kotak Infrastructure & Economic Reform Fund - Growth NAV is ₹69.718 as of 23 Jun, 2026. Kotak Infrastructure & Economic Reform Fund - Growth has delivered 61.99% returns since its launch. The minimum SIP investment amount in Kotak Infrastructure & Economic Reform Fund - Growth is ₹100. The AUM of Kotak Infrastructure & Economic Reform Fund - Growth is ₹2,385 Cr. The expense ratio of the fund is 2.03%, and its benchmark is BSE 100. The current exit load of the fund 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 last 1M months, Kotak Infrastructure & Economic Reform Fund - Growth has delivered 5.72% returns.
Kotak Infrastructure & Economic Reform Fund - Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 5.72 | 1.12 | 10.35 |
| 6M | 8.44 | 2.42 | 22.02 |
| 1Y | 7.50 | 5.22 | 40.97 |
| 3Y | 17.44 | 16.13 | 115.25 |
Portfolio Analysis
- Equity: 99.99%
- Debt: 0.01%
- Others
As on: 2026-05-31
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About Fund Kotak Infrastructure & Economic Reform Fund - Growth
Kotak Infrastructure & Economic Reform Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Infrastructurescheme with Assets Under Management of ₹2,385 Crore. The fund benchmarks its performance against the BSE 100 while maintaining an expense ratio of 2.03. 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 |
|---|---|---|---|
| Tata Infrastructure Fund - Growth | 2 | 2092.77 CR | 2.03 |
| UTI Infrastructure Fund Growth | 1 | 2135.01 CR | 2.03 |
| Kotak Infrastructure & Economic Reform Fund - Growth | 2 | 2384.58 CR | 2.03 |
| DSP India T.I.G.E.R. Fund Growth | 5 | 6019.07 CR | 2.91 |
| LIC MF Infrastructure Fund Growth | 4 | 1099.2 CR | 2.17 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Infrastructure Fund - Growth | 7.2465 | 58.304 |
| This FundUTI Infrastructure Fund Growth | 4.3904 | 59.1045 |
| This FundKotak Infrastructure & Economic Reform Fund - Growth | 7.4969 | 61.9944 |
| This FundDSP India T.I.G.E.R. Fund Growth | 17.0255 | 95.773 |
| This FundLIC MF Infrastructure Fund Growth | 10.3481 | 107.0812 |
Kotak Infrastructure & Economic Reform Fund - Growth 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 2.03. 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 : 5.72%
- 6 Months : 8.44%
- 1 Year : 7.50%
- 3 Years : 17.44%
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 ₹2,385 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.
