Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Category: Equity: Sectoral-Infrastructure
Launch Date: 25-02-2008
AUM:
₹ 1,803.53 Cr
Expense Ratio
2.05%
Benchmark
NIFTY Infrastructure TRI
ISIN
INF178L01095
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Arjun Khanna, Nalin Rasik Bhatt
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | 53.8 | 35.59 | 26.37 |
| Nifty Infrastructure TRI | 54.92 | 27.46 | 24.41 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
61.602
Last change
0.89 (1.4464%)
Fund Size (AUM)
₹ 1,803.53 Cr
Performance
15.96% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme aims to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies which are engaged in infrastructure and unfolded economic reforms leading to economic development of India.
Fund Manager
Arjun Khanna, Nalin Rasik Bhatt
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Larsen & Toubro Ltd. | 4.23 |
| Bharti Airtel Ltd. | 4.0 |
| Ultratech Cement Ltd. | 3.87 |
| Kalpataru Projects International Ltd. | 3.75 |
| Solar Industries India Ltd. | 3.58 |
| Container Corporation Of India Ltd. | 3.53 |
| Thermax Ltd. | 3.24 |
| Others | 3.18 |
| Power Finance Corporation Ltd. | 3.06 |
| Kajaria Ceramics Ltd. | 3.01 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 24.17 |
| Construction | 13.25 |
| Energy | 10.67 |
| Automobile | 10.43 |
| Materials | 10.17 |
| Services | 8.68 |
| Metals & Mining | 7.49 |
| Communication | 5.35 |
| Chemicals | 3.58 |
| Financial | 3.06 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Infra & Economic Reform Fund Standard Gr | 26.37 |
| HDFC Infra Gr | 22.42 |
| Quant Infra Gr | 36.63 |
| Bandhan Infra Reg Gr | 26.92 |
| Franklin Build India Gr | 26.01 |
| Nippon India Power & Infra Gr Gr | 28.16 |
| DSP India TIGER Fund Reg Gr | 27.86 |
| Invesco India Infra Gr | 29.7 |
| LIC MF Infra Reg Gr | 24.91 |
| Tata Infra Reg Gr | 27.28 |