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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)

₹2,447 Cr

Lock In Period

N/A

Expense Ratio

2.1

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-1.230.553.90
6M8.162.6822.02
1Y4.355.1140.97
3Y15.1615.06100.92

Portfolio Analysis

  • Equity: 99.72%
  • Debt: 0.28%
  • Others
As on: 2026-06-30
View allocation % by

1. Larsen and Toubro Ltd.11.80%
2. Ashoka Buildcon Limited1.30%
3. H G Infra Engineering Ltd.0.46%

1. RELIANCE INDUSTRIES LTD.7.61%

1. Ultratech Cement Ltd.2.76%
2. Shree Cement Ltd.2.51%

1. BHARTI AIRTEL LTD.5.11%

1. Engineers India Ltd1.77%
2. AZAD ENGINEERING LTD1.21%
3. Sansera Engineering Ltd1.18%

1. Solar Industries India Limited4.13%

1. ASTRA MICROWAVE PRODUCTS LTD.2.16%
2. Bharat Electronics Ltd.1.68%

1. Indus Towers Ltd.3.60%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED3.53%

1. Mahindra Logistics Ltd2.17%
2. Container Corporation of India Ltd.1.31%

1. EMMVEE PHOTOVOLTAIC POWER LIMITED1.72%
2. ABB India Ltd.1.45%

1. V.S.T Tillers Tractors Ltd2.38%

1. Inter Globe Aviation Ltd2.37%

1. KSH INTERNATIONAL2.22%

1. Bosch Limited2.05%

1. ATLANTA ELECTRICALS LIMITED1.98%

1. JYOTI CNC AUTOMATION LTD1.16%
2. M&B ENGINEERING LTD0.80%

1. Ashok Leyland Ltd.1.93%

1. SHRIRAM FINANCE LIMITED1.92%

1. Cummins India Ltd.1.87%

1. Kajaria Ceramics Ltd.1.78%

1. MAHINDRA LIFESPACE DEVELOPERS LTD1.28%
2. BRIGADE ENTERPRISES LIMITED0.47%

1. Carborundum Universal Ltd.1.73%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD1.69%

1. PARK MEDI WORLD LIMITED (PARK HOSPITAL)1.51%

1. Ratnamani Metals & Tubes Ltd.1.48%

1. Schaeffler India Ltd1.46%

1. GREENPANEL INDUSTRIES LTD1.41%

1. G R Infraprojects Limited1.35%

1. Power Finance Corporation Ltd.1.25%

1. AIA Engineering Limited1.12%

1. V-Guard Industries Ltd.1.10%

1. NTPC LTD1.02%

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 ₹2,447 Crore. The fund benchmarks its performance against the BSE 100 while maintaining an expense ratio of 2.1. 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
UTI Infrastructure Fund Growth12,162 CR2.18
HSBC Infrastructure Fund Growth32,452 CR2.05
Kotak Infrastructure & Economic Reform Fund - Growth22,446 CR2.1
LIC MF Infrastructure Fund Growth41,137 CR2.84
Fund Name1Y3Y
This FundUTI Infrastructure Fund Growth1.913450.479
This FundHSBC Infrastructure Fund Growth3.264951.8076
This FundKotak Infrastructure & Economic Reform Fund - Growth4.350552.704
This FundLIC MF Infrastructure Fund Growth7.778492.6776

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 2.1. 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 : -1.23%
  • 6 Months : 8.16%
  • 1 Year : 4.35%
  • 3 Years : 15.16%
Returns of Kotak Infrastructure & Economic Reform Fund - Growth are updated daily based on NAV of ₹ 69.027 as on Jul 31,2026. Since inception, the return has been 52.70%.

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 ₹2,447 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.