Kotak Infrastructure & Economic Reform Fund - Regular - Growth+0.4%

-18.0%
1 Year Return
Equity
Sectoral/Thematic
2.0 star
1Y
3Y

Fund Details

Kotak Infrastructure & Economic Reform Fund - Regular - Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.58%
NAV18.7 (14-Dec-2018)
Fund Started25-Feb-2008
Fund Size462 Cr

Returns

Fund
1Y
3Y
5Y
Kotak Infrastructure & Economic Reform Fund - Regular - Growth
-18.0%
9.1% p.a
NA

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -18.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    Larsen & Toubro Ltd.6.0%ConstructionEquityLarge Cap22.9
    Shree Cement Ltd.5.1%Cement & Cement ProductsEquityLarge Cap19.8
    Ultratech Cement Ltd.4.4%Cement & Cement ProductsEquityLarge Cap17.0
    Indraprastha Gas Ltd.4.1%EnergyEquityMid Cap15.8
    Schaeffler India Ltd.3.8%Industrial ManufacturingEquityMid Cap14.5
    Solar Industries India Ltd.3.7%ChemicalsEquityMid Cap14.4
    SKF India Ltd.3.7%Industrial ManufacturingEquityMid Cap14.3
    Thermax Ltd.3.6%Industrial ManufacturingEquityMid Cap14.1
    Container Corporation Of India Ltd.3.5%ServicesEquityLarge Cap13.5
    GE Power India Ltd.3.4%Industrial ManufacturingEquityMid Cap12.9
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    About Kotak Mahindra Mutual Fund

    Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.

    Kotak Group is India's first NBFC. It has about 80 branches that offer mutual fund services. It also has overseas branches in Abu Dhabi, Dubai, London, New York, Texas, California and Singapore.

    Kotak Group has a market capitalization of USD 26.98 Bn and around 46,000+ employees working under it. The asset management company offers various funds across different market capitalization for investors with varying risk appetite and ideal investment duration.

    The vision of Kotak mutual funds is to be an ethical market player in the Indian mutual fund industry and it strives to offer the best products to its investors. Kotak has a legacy of many years and therefore, its brand value helps its products to stand-out in the market. The AMC has garnered over 10 lakh customers, within the span of 12 years.

    Launch Date22 Jun 1998
    Address27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Assets1,10,832 Cr
    SponsorNA
    Phone022 - 66384444
    Emailfundaccops@kotakmutual.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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