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)

₹2,493 Cr

Lock In Period

N/A

Expense Ratio

2.12

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

Kotak Infrastructure & Economic Reform Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-3.24-1.283.90
6M18.263.8627.98
1Y7.394.1119.36
3Y14.3213.2293.48

Portfolio Analysis

  • Equity: 99.84%
  • Debt: 0.16%
  • Others
As on: 2026-08-31
View allocation % by

1. Larsen and Toubro Ltd.9.25%
2. Ashoka Buildcon Limited1.17%
3. H G Infra Engineering Ltd.0.39%

1. BHARTI AIRTEL LTD.7.85%

1. RELIANCE INDUSTRIES LTD.7.38%

1. Engineers India Ltd2.94%
2. TEMPSENS INSTRUMENTS (INDIA) LIMITED1.50%
3. Sansera Engineering Ltd1.45%

1. Ultratech Cement Ltd.2.76%
2. Shree Cement Ltd.2.26%

1. MV ELECTROSYSTEMS LTD1.71%
2. EMMVEE PHOTOVOLTAIC POWER LIMITED1.58%
3. ABB India Ltd.1.55%

1. Solar Industries India Limited4.36%

1. Mahindra Logistics Ltd2.23%
2. Container Corporation of India Ltd.1.39%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED3.54%

1. Indus Towers Ltd.3.51%

1. Kajaria Ceramics Ltd.2.70%

1. BRIGADE ENTERPRISES LIMITED1.42%
2. MAHINDRA LIFESPACE DEVELOPERS LTD1.25%

1. Inter Globe Aviation Ltd2.27%

1. V.S.T Tillers Tractors Ltd2.26%

1. JYOTI CNC AUTOMATION LTD1.46%
2. M&B ENGINEERING LTD0.68%

1. Ashok Leyland Ltd.2.11%

1. SHRIRAM FINANCE LIMITED2.00%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD1.91%

1. Bosch Limited1.81%

1. Cummins India Ltd.1.66%

1. Bharat Electronics Ltd.1.66%

1. KSH INTERNATIONAL1.60%

1. Carborundum Universal Ltd.1.60%

1. Ratnamani Metals & Tubes Ltd.1.53%

1. PARK MEDI WORLD LIMITED (PARK HOSPITAL)1.42%

1. Schaeffler India Ltd1.37%

1. ATLANTA ELECTRICALS LIMITED1.32%

1. G R Infraprojects Limited1.27%

1. V-Guard Industries Ltd.1.25%

1. GREENPANEL INDUSTRIES LTD1.13%

1. Exide Industries Ltd.1.04%
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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 ₹2,493 Crore. The fund benchmarks its performance against the BSE 100 while maintaining an expense ratio of 2.12. 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 NameRatingsAUMExpense Ratio
Sundaram Infrastructure Advantage Fund Growth3971 CR2.3
HSBC Infrastructure Fund Growth32,466 CR2.09
Kotak Infrastructure & Economic Reform Fund - Growth22,492 CR2.12
HSBC Infrastructure Equity Fund - OLD Growth0120 CR2.55
Fund Name1Y3Y
This FundSundaram Infrastructure Advantage Fund Growth2.737247.1654
This FundHSBC Infrastructure Fund Growth7.825147.4491
This FundKotak Infrastructure & Economic Reform Fund - Growth7.387749.4012
This FundHSBC Infrastructure Equity Fund - OLD Growth7.466485.6119

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 2.12. 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 : -3.24%
  • 6 Months : 18.26%
  • 1 Year : 7.39%
  • 3 Years : 14.32%
Returns of Kotak Infrastructure & Economic Reform Fund - Growth are updated daily based on NAV of ₹ 67.9 as on Oct 01,2026. Since inception, the return has been 49.40%.

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 ₹2,493 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.
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