Kotak Infrastructure and Economic Reform Fund - Standard Plan
Thematic-InfrastructureRank #10
3/5
NAV (2026-10-09)
₹67.86
AUM
₹2,492.98 Cr
Exp. Ratio: 2.15%
RISK LEVEL
Very High
Returns & Performance
1 Year3.03%4.15% vs cat avgRank #8
3 Year13.41%0.22% vs cat avgRank #11
5 Year15.68%0.88% vs cat avgRank #10
Since Launch10.81%4.61% vs cat avg
Fund vs Category Average
1Y
3.03%+4.15%
3Y
13.41%+0.22%
5Y
15.68%+0.88%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Strong 3Y track record vs category
✔Above category avg 5Y returns
✔No lock-in period
✔Decent 1Y category rank (#8)
✔Overall top-10 rank in category (#10)
Cons
✖Higher expense ratio (2.15%)
✖Returns since launch below category avg
ISININF178L01095
NAV₹67.86
NAV Date2026-10-09
AUM₹2,492.98 Cr
Expense Ratio2.15%
RiskVery High
Rating3 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-08-05
INVESTMENT OBJECTIVE
The Scheme seeks 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.
Exit Load0.50%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Nalin Rasik Bhatt
Mr. Bhatt has done B.Com and CA
Prior to joining Kotak Mutual Fund, he has worked with Motilal Oswal Securities Limited, Angel Broking Limited and Sushil Stock Brokers
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Kotak Infrastructure and Economic Reform Fund - Standard Plan is ₹67.86 as of 2026-10-09.
Kotak Infrastructure and Economic Reform Fund - Standard Plan is classified as a Thematic-Infrastructure fund.
Kotak Infrastructure and Economic Reform Fund - Standard Plan is managed by Kotak Mahindra Mutual Fund.
The Assets Under Management (AUM) of Kotak Infrastructure and Economic Reform Fund - Standard Plan is ₹2,492.98 Cr.
The expense ratio of Kotak Infrastructure and Economic Reform Fund - Standard Plan is 2.15%.
Kotak Infrastructure and Economic Reform Fund - Standard Plan is managed by Nalin Rasik Bhatt.
The minimum SIP investment for Kotak Infrastructure and Economic Reform Fund - Standard Plan is ₹100.
The exit load for Kotak Infrastructure and Economic Reform Fund - Standard Plan is 0.5%.
As per the SEBI Riskometer, Kotak Infrastructure and Economic Reform Fund - Standard Plan carries a Very High risk level.
Kotak Infrastructure and Economic Reform Fund - Standard Plan has delivered 3.03% (1Y), 13.41% (3Y) and 15.68% (5Y) annualised returns as of 2026-10-09.
Kotak Infrastructure and Economic Reform Fund - Standard Plan was launched on 1994-08-05.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
