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(%) 46.29 36.93 24.44 14.69
Average Rolling Returns(%) 21.31 17.10 13.12 13.21

The Current NAV of Kotak Infrastructure and Economic Reform Fund - Growth is ₹55.60.

You can consider SIP in Kotak Infrastructure and Economic Reform Fund - Growth 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 fund’s expense ratio is 2.08%

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 ₹1,477 Crores.

The Top three stocks are Larsen & Toubro, Bharti Airtel and Ultratech Cement and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 35% 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 68% 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 38.34 and PB ratio is 5.97

The asset allocation of Kotak Infrastructure and Economic Reform Fund - Growth is Stocks : 97.72%, Debt : 2.29% 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 1% on or before 90 days, Nil after 90 days

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