Kotak Infrastructure and Economic Reform Fund Direct-Growth is an equity mutual fund offered by Kotak Mahindra Mutual Fund. It has an AUM of ₹2,524.25 Crores and the current NAV is ₹76.918 as of 26 Oct 2024.
Kotak Infrastructure and Economic Reform Fund has returned 49.26% in the last year, 114.92% in the previous three years, and 748.99% since its launch.
Kotak Infrastructure and Economic Reform Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | -8.91% | -8.33% |
| 3 months | -7.85% | -6.7% |
| 6 months | 9.45% | 7.75% |
| 1 year | 49.26% | 54.15% |
| 3 years | 28.22% | 27.82% |
| 5 years | 29.03% | 28.71% |
| 10 years | 18.74% | 17.68% |
Kotak Infrastructure and Economic Reform Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
Bharti Airtel Ltd.
|
Communication | Equity | 6.10% |
|
Shree Cement Ltd.
|
Construction | Equity | 3.65% |
|
Kajaria Ceramics Ltd.
|
Construction | Equity | 3.48% |
|
Solar Industries India Ltd.
|
Chemicals | Equity | 3.29% |
|
Ultratech Cement Ltd.
|
Construction | Equity | 3.27% |
Sector Allocation in Kotak Infrastructure and Economic Reform Fund
| Sector | Allocation (%) | Amount (₹ Cr) |
|---|---|---|
| Capital Goods | 18.99% | ₹479.35 Cr |
| Materials | 14.07% | ₹355.16 Cr |
| Construction | 13.44% | ₹339.26 Cr |
| Automobile | 12.87% | ₹324.87 Cr |
| Communication | 8.71% | ₹219.86 Cr |
| Others | 31.92% | ₹805.74 Cr |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
