Kotak Infrastructure and Economic Reform Fund Standard-Growth
Equity, Thematic-Infrastructure, Principal at very high risk
1 Year Return 2.25% at 08 Jun 2026 12:56 PM
Kotak Infrastructure and Economic Reform Fund Standard-Growth: Mutual Fund Overview
Kotak Infrastructure and Economic Reform Fund Standard-Growth is an Thematic-Infrastructure mutual fund with over 18.28 years of performance history. The scheme manages an AUM of ₹2373.01 Cr and has a NAV of ₹67.155. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 2.25%.
Fund Details
NAV 67.155
Sub-Type Thematic-Infrastructure
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 18.28
Fund Size(in Crores) 2373.01
Fund Performance
1 Month 0.11%
3 Month 4.63%
6 Month 3.57%
1 Year 2.25%
3 Year 17.3%
5 Year 19.91%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.81%) Market Cap Large Cap 47.2 Mid Cap 10.78 Small Cap 41.83 Top Sectors Capital Goods 19.71 Construction 18.14 Automobile 13.34 Communication 10.68 Energy 9.57 Materials 9.22 Services 5.34 Metals & Mining 4.25 Chemicals 3.51 Financial 3.14 Consumer Discretionary 1.25 Healthcare 1.2 Others 0.46 Top Holding ABB India 1.54 AIA Engineering 1.2 Apollo Tyres 0.93 Ashoka Buildcon 1.37 Ashok Leyland 2.05 Astra Microwave Products 1.42 Atlanta Electricals 1.97 Azad Engineering 1.31 Bharat Electronics 1.82 Bharat Forge 1.43 Bharti Airtel 5.37 Bosch 2.65 Brigade Enterprises 0.57 Carborundum Universal 1.44 Concord Enviro Systems 0.46 Container Corporation Of India 1.45 Cummins India 3.24 Emmvee Photovoltaic Power 1.36 Engineers India 1.91 Exide Industries 0.9 Greenpanel Industries 1.74 GR Infraprojects 1.42 Gujarat State Petronet 0.4 H.G. Infra Engineering 0.5 Indus Towers 3.89 Interglobe Aviation 1.47 Jyoti CNC Automation 1.16 Kajaria Ceramics 1.8 Kalpataru Projects Intl. 3.32 KSH International 2.18 Larsen & Toubro 10.27 Mahindra Lifespace Developers 1.22 Mahindra Logistics 2.42 M&B Engineering 0.88 NTPC 1.18 Oil India 0.93 Park Medi World 1.2 Petronet LNG 0.94 Power Fin. Corp. 1.36 Ratnamani Metals & Tubes 1.61 Reliance Industries 4.76 Samvardhana Motherson 1.43 Sansera Engineering 2.01 Schaeffler India 1.48 Shree Cement 2.75 Shriram Finance 1.78 Solar Industries India 3.51 Ultratech Cement 2.93 V-Guard Industries 1.25 V.S.T. Tillers 2.84 WPIL 0.79
Debt & Others (0.19%) Sector Allocation Net Payables -0.17 Repo 0.36 Debt Credit Ratings Debt Category Others 0.19
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular-Growth Ret 1M -3.54% Ret 1Y 0.39% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular-IDCW Ret 1M -3.54% Ret 1Y 0.39% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-Growth Ret 1M 0.01% Ret 1Y 8.85% Ret 3Y 20.01% Ret 5Y 18.83%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-IDCW Ret 1M 0.01% Ret 1Y 8.85% Ret 3Y 20.01% Ret 5Y 18.83%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-IDCW Reinvestment Ret 1M 0.01% Ret 1Y 8.85% Ret 3Y 20.01% Ret 5Y 18.83%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-Growth Ret 1M -0.9% Ret 1Y -3.62% Ret 3Y 19.98% Ret 5Y 18.02%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-IDCW Ret 1M -0.9% Ret 1Y -3.62% Ret 3Y 19.98% Ret 5Y 18.02%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-IDCW Reinvestment Ret 1M -0.9% Ret 1Y -3.62% Ret 3Y 19.98% Ret 5Y 18.02%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-Growth Ret 1M -0.81% Ret 1Y 13.84% Ret 3Y 24.25% Ret 5Y 20.61%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-IDCW Payout Ret 1M -0.81% Ret 1Y 13.84% Ret 3Y 24.25% Ret 5Y 20.61%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-IDCW Quarterly Payout Ret 1M -0.81% Ret 1Y 13.84% Ret 3Y 24.25% Ret 5Y 20.61%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.03%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Nalin Rasik Bhatt
Education Mr. Bhatt has done B.Com and CA
Experience Prior to joining Kotak Mutual Fund, he has worked with Motilal Oswal Securities Limited, Angel Broking Limited and Sushil Stock Brokers
Arjun Khanna
Education Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 16
Date of Incorporation 2008-02-25
Total AUM 591224.53
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Kotak Infrastructure and Economic Reform Fund Standard-Growth FAQs
How to invest in Kotak Infrastructure and Economic Reform Fund Standard-Growth?
Investing in Kotak Infrastructure and Economic Reform Fund Standard-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Kotak Infrastructure and Economic Reform Fund Standard-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Kotak Infrastructure and Economic Reform Fund Standard-Growth?
The term expense ratio for Kotak Infrastructure and Economic Reform Fund Standard-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Kotak Infrastructure and Economic Reform Fund Standard-Growth is 2.03% as of 08 Jun 2026.
What is the NAV of Kotak Infrastructure and Economic Reform Fund Standard-Growth?
The NAV of Kotak Infrastructure and Economic Reform Fund Standard-Growth is ₹67.155 as of 08 Jun 2026.
What is the AUM of Kotak Infrastructure and Economic Reform Fund Standard-Growth?
The AUM (Assets Under Management) of Kotak Infrastructure and Economic Reform Fund Standard-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Kotak Infrastructure and Economic Reform Fund Standard-Growth is ₹2373.01 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Kotak Infrastructure and Economic Reform Fund Standard-Growth?
The PE ratio of Kotak Infrastructure and Economic Reform Fund Standard-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Kotak Infrastructure and Economic Reform Fund Standard-Growth?
Yes, you can invest in Kotak Infrastructure and Economic Reform Fund Standard-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Kotak Infrastructure and Economic Reform Fund Standard-Growth in the last 5 years?
The return of Kotak Infrastructure and Economic Reform Fund Standard-Growth in the last 5 years is 19.91%.
What is the minimum SIP investment required in Kotak Infrastructure and Economic Reform Fund Standard-Growth?
The minimum SIP investment in Kotak Infrastructure and Economic Reform Fund Standard-Growth depends on the fund's scheme rules and usually starts at a small amount. For Kotak Infrastructure and Economic Reform Fund Standard-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Kotak Infrastructure and Economic Reform Fund Standard-Growth?
The NAV of Kotak Infrastructure and Economic Reform Fund Standard-Growth, as of 08 Jun 2026, is ₹67.155.
Who manages the Kotak Infrastructure and Economic Reform Fund Standard-Growth?
The fund managers responsible for Kotak Infrastructure and Economic Reform Fund Standard-Growth are:
- Nalin Rasik Bhatt
- Arjun Khanna