Overview ( as on 08/05/25 )

NAV
₹58.73
Last change
₹-0.73 -0.01%
Fund Size (AUM)
2132.65 Cr
Performance
32.54% (5Y)

Fund Details

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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
as of 08/05/25
AUM

2132.65 Cr

Expense Ratio

2.02 %

Benchmark

Nifty Infrastructure TR INR

ISIN

INF178L01095

Fund Manager

Nalin Bhatt

Exit Load

0.5% if redeemed within 0-90 days

0% if redeemed after 90 days


Fund Performance 1Y 3Y 5Y
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth -3.94% 22.7% 32.54%
Nifty Infrastructure TR INR 5.7% 15.16% 23.67%

Top 10 Holdings

Bharti Airtel Ltd

7.53%

Larsen & Toubro Ltd

5.08%

Shree Cement Ltd

5.01%

Solar Industries India Ltd

3.8%

UltraTech Cement Ltd

3.78%

Kalpataru Projects International Ltd

2.92%

InterGlobe Aviation Ltd

2.76%

Azad Engineering Ltd

2.49%

Power Finance Corp Ltd

2.43%

Kajaria Ceramics Ltd

2.42%

Sector Allocation

Industrials

48.07%

Basic Materials

16.64%

Consumer Cyclical

10.74%

Communication Services

9.53%

Utilities Services

5.11%

Energy

3.62%

Financial

2.45%

Technology

2.18%

Real Estate

1.67%

Asset Allocation

  • 99%

    Equity
  • 1%

    Others
  • 0%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

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Minimum SIP
1000
Minimum Lumpsum
5000
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