Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth
100
Min SIP
100
Min Lumpsum
0.76 %
Expense Ratio
Rating
1,096
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 31.8% | 40.6% | 21.8% | 17.9% | ||||
| Category Average | 29% | 27.9% | 17.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
13.25
Alpha
4.45
SD
0.89
Beta
2.23
Sharpe
Exit Load
| Exit Load | 1% - For redeemed / switch out within 90 days from the date of allotment. Nil - If units are redeemed or switched out on or after 90 days from the date of allotment. |
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Fund Objective
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.
Fund Managers
Harish Krishnan - Fund Manager
Harish Krishnan has 13 years of experience in equity research and fund management. Before joining the Kotak Mahindra Mutual Funds Online AMC, he was based in Singapore and Dubai and managed Kotak’s offshore funds. He also worked at Infosys Technologies Ltd. He is currently in control of Kotak 50, one of the flagship products of the Kotak Bank Mutual Fund, which has a track record of over 15 years.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,986
-
40%Fund Size - 2,986
-
47.1%Fund Size - 2,986
-
21.6%Fund Size - 2,986
-
- Equity .
- Sectoral / Thematic .
-
- 1,506
-
40.1%Fund Size - 1,506
-
43.1%Fund Size - 1,506
-
20.2%Fund Size - 1,506
-
- Equity .
- Sectoral / Thematic .
-
- 116
-
30.6%Fund Size - 116
-
36.7%Fund Size - 116
-
19.2%Fund Size - 116
-
- Equity .
- Sectoral / Thematic .
-
- 1,177
-
33.6%Fund Size - 1,177
-
30.3%Fund Size - 1,177
-
17.9%Fund Size - 1,177
-
- Equity .
- Sectoral / Thematic .
-
- 6,740
-
19.4%Fund Size - 6,740
-
28.2%Fund Size - 6,740
-
13.6%Fund Size - 6,740
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
How to invest in Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth ?
You can invest in Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth ?
The NAV of Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth is ₹52.9 as of 29 September 2023.
How to redeem Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth?
The minimum SIP amount of Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth is ₹100
What are the top sectors Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth has invested in?
The top sectors Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth has invested in are
- Industrial Products - 15.96%
- Auto Components - 13.6%
- Construction - 13.05%
- Cement & Cement Products - 8.25%
- Gas - 6.71%
Can I make investments in both the SIP and Lump Sum schemes of Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth?
Yes, You can select both SIP or Lumpsum investment of Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth based on your investment objective and risk tolerance.
How much returns have Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth generated ?
The Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth has delivered 17.9% since inception
What is the expense ratio of Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth ?
The expense ratio of Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth is 0.76 % as of 29 September 2023.
What is the AUM of Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth?
The AUM of Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth is ₹3,12,371 Cr as of 29 September 2023
What are the top stock holdings of Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth?
The top stock holdings of Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth are
- Larsen & Toubro - 5.55%
- UltraTech Cem. - 4.31%
- Bharti Airtel - 4.26%
- Reliance Industr - 4.12%
- AIA Engineering - 3.84%
How can I redeem my investments in Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth in Scheme, enter the redemption amount, and click on submit button.