Kotak Mahindra Asset Management Company Limited

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

EquityThematic - Infrastructure
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return13.9%
  • 3 yr return21.6%
  • 5 yr return10.5%
  • Expense Ratio2.63%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees533.2
  • NAVRupees34.1

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Generate Long-Term Capital Appreciation From A Diversified Portfolio Of Predominantly Equity And Equity-Related Securities Of Companies Involved In Economic Development Of India As A Result Of Potential Investments In Infrastructure And Unfolding Economic Reforms.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Top Holdings

  • Companies %
  • Schaeffler India Ltd 6.4
  • Reliance Industries Ltd. 5.3
  • Solar Industries India Limited 5.2
  • Bharti Airtel Ltd. 5.1
  • Thermax Ltd. 4.7
  • Larsen and Toubro Ltd. 4.6
  • AIA Engineering Limited 4.5
  • Container Corporation of India Ltd. 4
  • Ultratech Cement Ltd. 3.9
  • Indraprastha Gas Ltd. 3.9
  • Triparty Repo 3.5
  • Sectors %
  • Industrial Products17.3
  • Construction13.7
  • Automobiles11.1
  • Cement7.8
  • Electric Equipment6.6

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