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Kotak Mahindra Mutual Fund · Equity: Sectoral-Infrastructure
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
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.
EquityBenchmark · NIFTY Infrastructure TRITER · 2.01%Inception · 25-02-2008
NAV
₹66.51
+1.22% · as of 14-05-2026
Since inception
13.73%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹24 Cr
AUM
Expense ratio
2.01%
28-04-2026
Performance
Returns vs benchmark & category
Since inception: +13.73% CAGR vs benchmark +11.87%.
Portfolio
Where the money is invested
Top holdings
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-10.35%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.55%
RELIANCE INDUSTRIES LIMITED EQ5.17%
INDUS TOWERS LIMITED EQ4.58%
KALPATARU POWER TRANSMISSION LTD EQ NEW F.V RS.2/-3.24%
CUMMINS INDIA LIMITED EQ FV RS.23.19%
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-3.17%
ULTRATECH CEMENT LIMITED EQ3.14%
SHREE CEMENT LIMITED EQ3.02%
V.S.T. TILLERS TRACTORS LIMITED EQ3.02%
Sector allocation
Capital Goods24.88%
Construction18.90%
Telecommunication11.13%
Automobile and Auto Components10.77%
Oil, Gas & Consumable Fuels7.56%
Construction Materials6.16%
Services5.25%
Consumer Durables4.49%
Financial Services3.24%
Chemicals3.17%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.7% p.a.₹10,000
10 years
Projected value
₹25,78,204
Invested: ₹12,00,000
Gained: ₹13,78,204
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Nalin Rasik Bhatt
Manager since fund inception data not available
ISIN & identifiers
AMFI code
133796
ISIN (Growth)
INF178L01095
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Sectoral-Infrastructure funds
DSP India TIGER Fund Reg Gr
₹348.08
1Y
+17.3%
3Y
+26.5%
5Y
+24.9%
Nippon India Power & Infra Gr Gr
₹379.01
1Y
+13.3%
3Y
+26.3%
5Y
+24.9%
LIC MF Infra Reg Gr
₹52.24
1Y
+13.1%
3Y
+27.8%
5Y
+24.9%
ABSL Infra Gr
₹101.05
1Y
+12.7%
3Y
+21.0%
5Y
+20.1%
Sundaram Infra Advtg (Erstwhile Sundaram Capex Opp) Reg Gr
₹101.32
1Y
+11.8%
3Y
+22.0%
5Y
+19.6%
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