Kotak Infrastructure and Economic Reform Fund Standard Growth
Equity
Sectoral
Very High Risk
+19.59%
3Y annualised
+1.14% 1D
1M
6M
1Y
3Y
5Y
All
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Annualised returns
Absolute returns
Name
3Y
5Y
10Y
All
Fund returns
+19.6%
+24.6%
+16.3%
+10.8%
Category average (Equity Sectoral)
+22.4%
+24.9%
+15.4%
--
Rank (Equity Sectoral)
18
10
10
--
Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company's fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Exit Load
30 Dec 2024
0.5% for redemption within 90 Days
01 Sep 2022
Exit load of 1% if redeemed within 90 days.
01 Sep 2022
Exit load of 1% if redeemed within 90 days.
01 Sep 2022
Exit load of 1% if redeemed within 90 days.
13 May 2020
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
24 Aug 2009
Exit load of 1% if redeemed within 1 year
01 Aug 2009
Exit load of 1% for investment less than Rs.5 crores if redeemed within 1 year and 0.50% for investment equals to or greater than Rs.5 crores if redeemed within 6 months.
10 Jan 2008
Entry load of 2.25% for investment less than Rs.5 crores. Exit load of 1% for investment less than Rs.5 crores if redeemed within 1 year and 0.50% for investment equals to or greater than Rs.5 crores if redeemed within 6 months.For SIP investments, entry load of 2.25% will be charged. Exit load of 1% if redeemed within 1 year will be charged.
Exit load, stamp duty and tax
Exit load
0.5% for redemption within 90 Days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
About Kotak Infrastructure and Economic Reform Fund Standard Growth
Kotak Infrastructure and Economic Reform Fund Standard Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Nalin Rasik Bhatt is the Current Fund Manager of Kotak Infrastructure and Economic Reform Fund Standard Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,69,913 Cr and the Latest NAV as of 30 Jan 2026 is ₹63.33.
The Kotak Infrastructure and Economic Reform Fund Standard Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. 0.5% for redemption within 90 Days
;
Investment Objective
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.
Fund benchmarkNIFTY Infrastructure Total Return Index