Kotak Infrastructure and Economic Reform Fund Standard-Growth
Equity
Thematic-Infrastructure
₹1.4% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
3 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹2493 Cr
- Created on1 Feb 2008
Fund Ranking
#10
/ 21 in Thematic-Infrastructure
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month14.1%
- 1 Year6.2%
- 3 Year (CAGR)14.7%
- All Time (CAGR)11.0%
Category Return
- 6 Month8.8%
- 1 Year2.1%
- 3 Year (CAGR)14.6%
- All Time (CAGR)15.6%
Asset Allocation
- Equity99.8%
- Other0.2%
Top 5 Holdings
Top 5 Sectors
- Apollo Tyres0.95%
- ABB India1.55%
- Ashok Leyland2.11%
- Bharat Electronics1.66%
- Carborundum Universal1.60%
Fund Information
- Expense Ratio2.13%
- Exit Load0.5% for redemption within 90 Days
- Lock-In PeriodNo Lock-In
Managed By
Arjun Khanna
March 2022 - Present
Nalin Rasik Bhatt
Oct 2023 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.47 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 21.50 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 2.54 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.70