Item: Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
Rating: 3
Author: Morningstar

Home › Mutual Funds › Kotak Mutual Fund › Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option

83.275 (0.173%)

NAV on July 03, 2026

Category Equity:
Equity - Infrastructure

Investment StyleBox

Large Growth

Total Assets 2,385 cr

Turnover Ratio 15.80%

Expense Ratio 0.72%

Exit Load 0.50%if redeemed within
90 Days0.00%if redeemed after 90 Days

Returns

1M: 3.96%
1Y: 5.87%
3M: 16.29%
3Y: 18.97%
6M: 5.66%
5Y: 21.84%

Min Investment 100

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SECTOR WEIGHTINGS (%)

Financial 3.08%

Industrial 48.15%

Technology 3.44%

Basic Materials 12.54%

Consumer Cyclical 8.92%

Utilities Services 1.56%

Healthcare Services 1.49%

Energy Services 9.80%

Communication Services 9.35%

Consumer Defensive 0.00%

Real Estate 1.66%

INVESTMENT OBJECTIVE

The investment objective of the scheme is 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. However, there is no assurance that the objective of the scheme will be realized.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet

Top Rated
Top Performing

Top Equity Infrastructure Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Bank of India Manufacturing & Infra Direct Plan Growth	78.560	16.71%	789 cr	0.61%	Average
DSP India T.I.G.E.R. Fund - Direct Plan - Growth	398.331	14.60%	6,019 cr	0.70%	Above Average
Canara Robeco Infrastructure Direct Plan Growth	192.620	5.70%	992 cr	0.86%	Average
ICICI Prudential Infrastructure Fund Direct Plan Growth	225.420	4.46%	8,351 cr	0.98%	Below Average
Franklin Build India Fund Direct Growth	171.574	4.31%	3,160 cr	0.83%	Below Average

Best Equity Infrastructure Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Bank of India Manufacturing & Infra Direct Plan Growth	78.560	16.71%	789 cr	0.61%	Average
DSP India T.I.G.E.R. Fund - Direct Plan - Growth	398.331	14.60%	6,019 cr	0.7%	Above Average
Aditya Birla Sun Life Infrastructure Fund Direct Plan Growth	118.640	12.09%	1,185 cr	1.14%	Average
LIC MF Infrastructure Fund Direct Plan Growth Option	63.831	10.43%	1,099 cr	0.69%	High
Invesco India Infrastructure Fund Direct Pan Growth Option	84.210	7.56%	1,497 cr	0.75%	High