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(%) | 52.59 | 31.92 | 23.52 | 15.65 |
Average Rolling Returns(%) | 21.80 | 17.41 | 13.34 | 13.26 |
The Current NAV of Kotak Infrastructure and Economic Reform Fund - Growth is ₹60.55.
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 2.06%
The process for redemption is
The AUM of Kotak Infrastructure and Economic Reform Fund - Growth 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 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 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 41.81 and PB ratio is 6.87
The asset allocation of Kotak Infrastructure and Economic Reform Fund - Growth is Stocks : 96.83%, Debt : 3.21% 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