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Kotak Mahindra Mutual Fund · Equity: Sectoral-Infrastructure
Kotak Infrastructure & Economic Reform Fund - StAndard Plan-Growth
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms.However, there is no assurance that the objective of the scheme will be realized.
EquityBenchmark · Nifty Infrastructure TRITER · 2.03%Inception · 25-02-2008
NAV
₹69.25
-0.19% · as of 13-07-2026
Since inception
13.92%
CAGR
Benchmark (inception)
11.80%
CAGR
Fund size
₹2,386 Cr
AUM
Expense ratio
2.03%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +13.92% CAGR vs benchmark +11.80%.
Portfolio
Where the money is invested
Top holdings
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-10.38%
RELIANCE INDUSTRIES LIMITED EQ7.98%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.18%
INDUS TOWERS LIMITED EQ4.17%
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-4.13%
KALPATARU POWER TRANSMISSION LTD EQ NEW F.V RS.2/-3.45%
ULTRATECH CEMENT LIMITED EQ2.89%
CUMMINS INDIA LIMITED EQ FV RS.22.71%
BOSCH LIMITED EQ NEW FV RS.10/-2.69%
KSH International Ltd.2.60%
Sector allocation
Capital Goods26.04%
Construction19.46%
Oil, Gas & Consumable Fuels9.80%
Telecommunication9.35%
Automobile and Auto Components8.92%
Construction Materials5.47%
Services4.85%
Consumer Durables4.18%
Chemicals4.13%
Financial Services3.08%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.9% p.a.₹10,000
10 years
Projected value
₹26,08,172
Invested: ₹12,00,000
Gained: ₹14,08,172
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Nalin Rasik Bhatt
Manager since fund inception data not available
ISIN & identifiers
AMFI code
133796
ISIN (Growth)
INF178L01095
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Sectoral-Infrastructure funds
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