Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Expense Ratio: 2
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty Infrastructure TRI
Inception: 10-01-2008
Exit Load: Nil
Fund Size:₹2,359.67 Cr
Performance
1Y
Fund2.78%
Cat. Avg.N/A
2Y
Fund-2.89%
Cat. Avg.N/A
3Y
Fund13.24%
Cat. Avg.N/A
5Y
Fund15.41%
Cat. Avg.N/A
10Y
Fund14.28%
Cat. Avg.N/A
SI
Fund13.38%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Larsen and Toubro Ltd. | 288.68 | 11.80% |
| 2 | RELIANCE INDUSTRIES LTD. | 186.32 | 7.61% |
| 3 | BHARTI AIRTEL LTD. | 125.01 | 5.11% |
| 4 | Solar Industries India Limited | 100.96 | 4.13% |
| 5 | Indus Towers Ltd. | 88.13 | 3.60% |
| 6 | KALPATARU PROJECTS INTERNATIONAL LIMITED | 86.32 | 3.53% |
| 7 | Ultratech Cement Ltd. | 67.52 | 2.76% |
| 8 | Shree Cement Ltd. | 61.36 | 2.51% |
| 9 | V.S.T Tillers Tractors Ltd | 58.18 | 2.38% |
| 10 | Inter Globe Aviation Ltd | 57.98 | 2.37% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61209 | +2.0% | +4.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.26 L. | +4.7% | +4.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.94 L. | +8.0% | +5.3% |
| 5Y | 08 Nov, 21 | 3 L. | 4.18 L. | +39.3% | +13.5% |
| 10Y | 07 Nov, 16 | 6 L. | 14.33 L. | +138.9% | +16.8% |
| SI | 09 Feb, 15 | 7.05 L. | 18.95 L. | +168.7% | +15.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.03 L. | +2.8% | +2.8% |
| 2Y | 16 Oct, 24 | 1 L. | 94302 | -5.7% | -2.9% |
| 3Y | 16 Oct, 23 | 1 L. | 1.45 L. | +45.2% | +13.2% |
| 5Y | 18 Oct, 21 | 1 L. | 2.02 L. | +102.4% | +15.2% |
| 10Y | 17 Oct, 16 | 1 L. | 3.82 L. | +282.4% | +14.4% |
| SI | 02 Feb, 15 | 1 L. | 4.35 L. | +335.0% | +13.4% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.