Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
EquityEquity - Infrastructure
76.14
0.26(0.35%)
NAV as on 11 Dec, 2025
CAGR
20.64%
- AUM (Crs.)2,376.48
- Expense Ratio0.66 %
- Sharpe Ratio / Category Average0.84 / 0.91
- Standard Deviation / Category Average18.13 / 16.99
- Beta / Category Average0.90 / 0.93
- Portfolio Turnover / Category Average15.80 / 40.10
- Top 5 Stocks Wt.24.86
- Top 10 Stocks Wt.39.83
- Top 3 Sectors Wt.71.19
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
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Fundamentals
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1Y3Y5Y10Y
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Holdings
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About
- Fund Manager(s)Check HistoryNalin Bhatt
- Launch Date01 Jan, 2013
- BenchmarkS&P BSE 500
Objective
The investment objective of the scheme is 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. However, there is no assurance that the objective of the scheme will be realized.
Riskometer
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