Overview (as on 09 Apr 2021)

NAV

₹28.171

1y returns

82.478%

Fund AUM

₹328 Cr

Expense Ratio

1.31%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Industrials
51.74%
Basic Materials
22.24%
Utilities
9.09%
Energy
7.22%
Communication
4.47%
Consumer
3.09%
Real Estate
2.15%
Size Breakup
Mid Cap
50.33%
Large Cap
26.86%
Small Cap
22.81%

Key Metrics

Beta 

1.0

Std deviation 

22.66%

Sharpe Ratio 

0.4

Holdings

Fund Details

Investment Objectives
"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."
Scheme Name
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Harish Krishnan
Fund House Details
Fund House
Kotak Mahindra Asset Management Co Ltd
Email
NA
Phone
+912266384455
Address
Kotak Mahindra Asset Management Company Limited(KMAMCL),36-38A, Nariman Bhavan,,227, Nariman Point,

Other Related Plans

Peer Funds

Kotak Infrastructure & Economic Reform Fund- Di...

NAV

₹28.171

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Harish Krishnan
Harish Krishnan

leader

Work Experience
"Mr. Harish has a decade of experience spread over Equity Research and Fund Management. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotaks offshore funds. Mr. Harish has also worked at Infosys Technologies Ltd in his earlier stint. He is a Bachelor of Technology (Electronics & Communications) from Government Engineering College, Trichur, a post Graduate innManagement from Indian Institute of Management, Kozhikode and a Chartered Financial Analyst from the CFA Institute."

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