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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 · 2.13%Inception · 25-02-2008
NAV
₹68.16
+0.02% · as of 14-10-2026
Since inception
13.44%
CAGR
Benchmark (inception)
11.24%
CAGR
Fund size
₹2,320 Cr
AUM
Expense ratio
2.13%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +13.44% CAGR vs benchmark +11.24%.
Portfolio
Where the money is invested
Top holdings
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-11.80%
RELIANCE INDUSTRIES LIMITED EQ7.61%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.11%
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-4.13%
INDUS TOWERS LIMITED EQ3.60%
KALPATARU POWER TRANSMISSION LTD EQ NEW F.V RS.2/-3.53%
ULTRATECH CEMENT LIMITED EQ2.76%
SHREE CEMENT LIMITED EQ2.51%
V.S.T. TILLERS TRACTORS LIMITED EQ2.38%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-2.37%
Sector allocation
Capital Goods24.96%
Construction21.01%
Oil, Gas & Consumable Fuels9.31%
Telecommunication8.71%
Automobile and Auto Components8.26%
Services5.85%
Construction Materials5.27%
Consumer Durables4.29%
Chemicals4.13%
Financial Services3.17%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.4% p.a.₹10,000
10 years
Projected value
₹25,33,247
Invested: ₹12,00,000
Gained: ₹13,33,247
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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