Kotak Infrastructure & Economic Reform Fund - Institutional Plan-Dividend
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
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10Y
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SI
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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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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. | 212.70 | 10.35% |
| 2 | BHARTI AIRTEL LTD. | 134.57 | 6.55% |
| 3 | RELIANCE INDUSTRIES LTD. | 106.17 | 5.17% |
| 4 | Indus Towers Ltd. | 94.08 | 4.58% |
| 5 | KALPATARU PROJECTS INTERNATIONAL LIMITED | 66.63 | 3.24% |
| 6 | Cummins India Ltd. | 65.61 | 3.19% |
| 7 | Solar Industries India Limited | 65.21 | 3.17% |
| 8 | Ultratech Cement Ltd. | 64.47 | 3.14% |
| 9 | Shree Cement Ltd. | 62.15 | 3.02% |
| 10 | V.S.T Tillers Tractors Ltd | 61.97 | 3.02% |
