FAQ : Kotak Infrastructure and Economic Reform Fund - Growth

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

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 24.52 31.13 16.16
Average Rolling Returns(%) 19.70 18.61 16.16 14.02

The Current NAV of Kotak Infrastructure and Economic Reform Fund - Growth is ₹64.89.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Kotak Infrastructure and Economic Reform Fund - Growth fund’s expense ratio is 2.00%

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 is currently ₹2,388 Crores.

The Top three stocks are Bharti Airtel, Reliance Industries and Larsen & Toubro and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 39% of fund’s portfolio respectively.

Top three sectors of Kotak Infrastructure and Economic Reform Fund - Growth fund are Construction & Infrastructure, Auto and Capital Goods accounting for 65% 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 Fund is Equity - Sectoral Fund - Infrastructure .

Nalin Rasik Bhatt manages the Kotak Infrastructure and Economic Reform Fund - Growth Fund.

Kotak Infrastructure and Economic Reform Fund - Growth current PE ratio is 42.65 and PB ratio is 6.61

The asset allocation of Kotak Infrastructure and Economic Reform Fund - Growth is Stocks : 99.05%, Debt : 0.97% and Gold : 0%

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

The exit load for Kotak Infrastructure and Economic Reform Fund - Growth is 0.50% on or before 90 days, Nil after 90 days

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