Kotak Infrastructure and Economic Reform Fund Standard-Growth
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 18.08 years of performance history. The scheme manages an AUM of ₹2339.33 Cr and has a NAV of ₹58.224. 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 1.1%.
Equity, Thematic-Infrastructure, Principal at very high risk
1 Year Return 1.1% at 24 Mar 2026 03:53 PM
Fund Details
NAV 58.224
Sub-Type Thematic-Infrastructure
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 18.08
Fund Size(in Crores) 2339.33
Fund Performance
1 Month -12.98%
3 Month -10.93%
6 Month -11.67%
1 Year 1.1%
3 Year 15.24%
5 Year 18.43%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (59.16%) Market Cap Small Cap -7.71 Mid Cap 10.94 Large Cap 55.92 Top Sectors Financial 16.71 Energy 5.69 Services 5.4 Consumer Staples 5.22 Capital Goods 5.1 Automobile 4.43 Technology 3.86 Healthcare 2.84 Communication 2.14 Construction 2.07 Insurance 1.59 Metals & Mining 1.49 Consumer Discretionary 1.17 Materials 0.8 Chemicals 0.58 Textiles 0.38 Top Holding LTIMindtree 0.54 UTI Asset Mgmt 0.41 Indus Towers 0.22 ITC 0.95 United Spirits 0.18 Jubilant FoodWorks 0.38 Vedanta 0.39 Interglobe Aviation 0.61 Kaynes Technology India 0.31 Hindustan Unilever 0.74 Tata Steel 0.6 Britannia Industries 0.71 SRF 0.34 GE Vernova T&D 1.08 Axis Bank 2 Mahindra & Mahindra 1.9 State Bank of India 2.74 Bajaj Finance 1.57 Jindal Steel 0.5 Grasim Industries 0.79 Devyani International 0.28 Reliance Industries 2.2 Ipca Laboratories 0.66 Biocon 0.25 CG Power 0.65 Bharti Airtel 1.92 FSN E-Commerce Ventures 1.1 ICICI Lombard Gen. Insurance 0.31 Larsen & Toubro 1.65 HDFC Life Insurance 0.57 Bharat Heavy Electricals 0.45 Tata Power Company 0.6 Avenue Supermarts 0.79 Prestige Estates Projects 0.42 Apollo Hospitals Enterprise 0.57 Varun Beverages 0.5 ABB India 0.41 Delhivery 0.47 Infosys 2.09 TVS Motor Company 0.91 Pidilite Industries 0.23 Kotak Mahindra Bank 0.89 Hindustan Petroleum Corporation 0.45 Cholamandalam Investment and Finance Company 0.79 Hindustan Aero 0.57 Titan Company 0.38 Lupin 0.79 LG Electronics India 0.59 Eternal 0.84 SBI Life Insurance Company 0.7 Coforge 0.39 Sai Life Sciences 0.55 PB Fintech 0.53 Sonata Software 0.31 NTPC 1.87 NTPC Green Energy 0.53 Muthoot Finance 0.01 TVS Motor Company - Pref. Shares 0.01 Blue Star 0.21 Tech Mahindra 0.52 3M India 0.52 Samvardhana Motherson 0.87 Page Industries 0.38 Maruti Suzuki India 0.71 The Indian Hotels Company 0.37 Kirloskar Oil Engines 0.37 Bharat Electronics 0.3 Cummins India 0.54 Godrej Consumer 0.93 HDFC Bank 3.23 ICICI Bank 4.47 L&T Fin 0.53 Dixon Technologies (India) 0.39 United Breweries 0.65
Debt & Others (40.84%) Sector Allocation Bonds/NCDs 0.1 Margin Money 0.01 Infrastructure Investment Trust 2.8 Debt Credit Ratings Cash 11.99 Cash & Call Money 6.38 AAA 5.98 SOV 4.14 AA 3.86 Debt Category Samriddhi Trust 0.56 Brookfield India Real Estate Trust REIT 0.6 India Universal Trust AL1 0.13 Shinhan Bank 0.5
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular - Growth Ret 1M 0.16% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular - IDCW Ret 1M 0.16% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-Growth Ret 1M 0.14% Ret 1Y 6.26% Ret 3Y 6.73% Ret 5Y 5.77%
Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-IDCW Daily Reinvestment Ret 1M 0.14% Ret 1Y 6.26% Ret 3Y 6.73% Ret 5Y 5.77%
Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-IDCW Weekly Reinvestment Ret 1M 0.14% Ret 1Y 6.26% Ret 3Y 6.73% Ret 5Y 5.77%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-Bonus Ret 1M 0.15% Ret 1Y 6.78% Ret 3Y 7.2% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-Growth Ret 1M 0.15% Ret 1Y 6.78% Ret 3Y 7.2% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Daily Reinvestment Ret 1M 0.15% Ret 1Y 6.78% Ret 3Y 7.2% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Monthly Payout Ret 1M 0.15% Ret 1Y 6.78% Ret 3Y 7.2% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.15% Ret 1Y 6.78% Ret 3Y 7.2% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Weekly Payout Ret 1M 0.15% Ret 1Y 6.78% Ret 3Y 7.2% Ret 5Y 6.11%
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) 20
Date of Incorporation 2008-02-25
Total AUM 595413.8
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 24 Mar 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 ₹58.224 as of 24 Mar 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 ₹2339.33 Cr as of 24 Mar 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 18.43%.
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 24 Mar 2026, is ₹58.224.
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