Kotak Infrastructure and Economic Reform Fund Standard Growth

Equity
Sectoral / Thematic
Very High Risk
21.75%
3Y annualised
+1.33% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Sep 2022₹35.86
Min. SIP amountNot Supported
Rating3
Fund size₹645.57Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.4%21.8%11.3%9.1%
Category average5.6%19.7%10.2%NA
Rank with in category579NA
Understand terms

Holdings (42)

NameSectorInstrumentAssets
Larsen & Toubro Ltd.ConstructionEquity4.9%
Ultratech Cement Ltd.ConstructionEquity4.9%
Reliance Industries Ltd.EnergyEquity4.7%
Solar Industries India Ltd.ChemicalsEquity4.7%
Bharti Airtel Ltd.CommunicationEquity4.5%
Thermax Ltd.Capital GoodsEquity4.5%
AIA Engineering Ltd.Metals & MiningEquity4.4%
Container Corporation Of India Ltd.ServicesEquity4.2%
Schaeffler India Ltd.Capital GoodsEquity4.1%
Indraprastha Gas Ltd.EnergyEquity3.9%
See All

Expense ratio, exit load and tax

Expense ratio: 2.51%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 90 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Harish Krishnan
Jan 2015 - Present
View details

Education
Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was based out of Singapore and Dubai, managing Kotak's offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint.
Also manages these schemes

Arjun Khanna
Mar 2022 - Present
View details

Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
Website
NA
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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