|Min SIP Amount||₹1000|
|NAV||₹21.94 (14 Jun 2021)|
|Fund Started||25 Feb 2008|
|Fund Size||₹362 Cr|
|Reliance Industries Ltd.||Energy||Equity||5.7%|
|Bharti Airtel Ltd.||Communication||Equity||5.1%|
|Larsen & Toubro Ltd.||Construction||Equity||5.0%|
|Solar Industries India Ltd.||Chemicals||Equity||4.9%|
|Ultratech Cement Ltd.||Construction||Equity||4.7%|
|Schaeffler India Ltd.||Engineering||Equity||4.7%|
|Shree Cement Ltd.||Construction||Equity||4.4%|
|Container Corpn. Of India Ltd.||Services||Equity||4.2%|
|Gujarat Gas Ltd.||Chemicals||Equity||4.0%|
Kotak Infrastructure and Economic Reform Fund Standard IDCW is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 25 Feb 2008. Harish Krishnan is the Current Fund Manager of Kotak Infrastructure and Economic Reform Fund Standard IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹362 Cr and the Latest NAV as of 14 Jun 2021 is ₹21.94.
The Kotak Infrastructure and Economic Reform Fund Standard IDCW is rated Very High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
The Scheme seeks 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.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.