Kotak Infrastructure and Economic Reform Fund - Standard Plan
Kotak Infrastructure and Economic Reform Fund - Standard Plan
Thematic-InfrastructureRank #13
3/5
NAV (2026-07-14)
₹68.74
AUM
₹2,446.83 Cr
Exp. Ratio: 1.98%
RISK LEVEL
Very High
Returns & Performance
1 Year3.39%0.73% vs cat avgRank #12
3 Year16.07%3.10% vs cat avgRank #19
5 Year19.36%0.35% vs cat avgRank #10
Since Launch11.05%--
Fund vs Category Average
1Y
3.39%-0.73%
3Y
16.07%-3.10%
5Y
19.36%+0.35%
Pros & Cons
Pros
✔Above category avg 5Y returns
✔No lock-in period
✔Decent 1Y category rank (#12)
Cons
✖1Y returns trail category average
✖3Y returns below category average
✖Higher expense ratio (1.98%)
✖Overall rank #13 in category
ISININF178L01095
NAV₹68.74
NAV Date2026-07-14
AUM₹2,446.83 Cr
Expense Ratio1.98%
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
