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 ₹69.12.
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
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