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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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. | 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% |
