FAQ : Kotak Infrastructure and Economic Reform Fund - Growth - Direct Plan

Kotak Infrastructure and Economic Reform Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 54.76 33.8 25.16 17.35
Average Rolling Returns(%) 23.67 18.44 14.45 18.43

The Current NAV of Kotak Infrastructure and Economic Reform Fund - Growth - Direct Plan is ₹68.81.

You can consider SIP in Kotak Infrastructure and Economic Reform Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Infrastructure returns, as Funds portfolio is significantly different.

Kotak Infrastructure and Economic Reform Fund - Growth - Direct Plan fund’s expense ratio is 0.65%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Infrastructure and Economic Reform Fund - Growth - Direct Plan is currently ₹1,608 Crores.

The Top three stocks are Larsen & Toubro, Bharti Airtel and Solar Industries and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 36% of fund’s portfolio respectively.

Top three sectors of Kotak Infrastructure and Economic Reform Fund - Growth - Direct Plan fund are Construction & Infrastructure, Auto and Capital Goods accounting for 66% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Infrastructure it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Kotak Infrastructure and Economic Reform Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Infrastructure .

Harish krishnan manages the Kotak Infrastructure and Economic Reform Fund - Growth - Direct Plan Fund.

Kotak Infrastructure and Economic Reform Fund - Growth - Direct Plan current PE ratio is 41.81 and PB ratio is 6.87

The asset allocation of Kotak Infrastructure and Economic Reform Fund - Growth - Direct Plan is Stocks : 96.83%, Debt : 3.21% and Gold : 0%

The minimum SIP amount for Kotak Infrastructure and Economic Reform Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Infrastructure and Economic Reform Fund - Growth - Direct Plan is 1% on or before 90 days, Nil after 90 days

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