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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Fund House:
Kotak Mahindra Mutual Fund
Category:
Equity: Sectoral-Infrastructure
Status:
Open Ended Schemes
Launch Date:
25-02-2008
ISIN Number:
INF178L01095
Minimum Investment:
100
Minimum SIP:
1000
Total Assets: (29-11-2024):
2394.84
Nav (20-12-2024)
67.779
CAGR Since Inception:
16.04
Benchmark:
NIFTY Infrastructure TRI
Expense Ratio (30-11-2024)::
1.99 %
Risko-Meter:
Very High
Exit Load:
Exit load of 1% if redeemed within 90 days.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth 38.1 33.49 29.78 28.19 0
LIC MF Infrastructure Fund-Regular Plan-Growth 54.75 44.91 34.62 27.55 15.8
BANDHAN Infrastructure Fund - Regular Plan - Growth 44.31 42.25 30.29 30.2 16.71
Invesco India Infrastructure Fund - Growth Option 40.45 40.36 29.36 30.38 17.45
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 40.15 36.81 29.9 28.89 16.49
DSP India T.I.G.E.R. Fund - Regular Plan - Growth 39.7 39.18 33.04 28.81 17.26
HSBC Infrastructure Fund - Regular Growth 33.68 37.49 28.14 26.08 17.14
ICICI Prudential Infrastructure Fund - Growth 33.45 34.61 35.46 30.45 16.6
Nippon India Power & Infra Fund-Growth Plan -Growth Option 32.81 39.88 32.42 30.25 16.83
Franklin Build India Fund Growth Plan 31.92 37.32 30.74 27.24 17.64
Fund Manager
Arjun Khanna, Nalin Rasik Bhatt:
Scheme 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. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth NIFTY 50 TRI Equity: Sectoral-Infrastructure
CAGR since inception 16.04% 13.95% 13.30%
1 Year 38.10% 12.84% 33.85%
3 Year 29.78% 13.73% 29.04%
5 Year 28.19% 15.28% 27.49%
10 Year 0.00% 12.46% 15.89%
Nav / Index Value as on2024-12-22 2,394.84% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 0.95
Equity 99.17
Company Holding
BHARTI AIRTEL LIMITED 6.11
SHREE CEMENT LIMITED 3.81
LARSEN AND TOUBRO LIMITED 3.3
ULTRATECH CEMENT LIMITED 3.27
SOLAR INDUSTRIES INDIA LIMITED 3.21
KAJARIA CERAMICS LIMITED 3.02
GREENPANEL INDUSTRIES LIMITED 2.87
ZEN TECHNOLOGIES LIMITED 2.73
KALPATARU POWER TRANSMISSION LTD 2.63
V.S.T. TILLERS TRACTORS LIMITED 2.62
FAQ's of Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
How do I use the SIP Calculator to calculate Kotak Mahindra Mutual Fund ?

To calculate the Kotak Mahindra Mutual Fund :

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2. Put the monthly SIP amount.

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4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth