Kotak Infrastructure & Economic Reform Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 19.06% | -0.11% |
| 2 Year Return | 55.51% | 12.90% |
| 3 Year Return | 121.51% | 41.33% |
| 4 Year Return | 331.68% | 59.19% |
| 5 Year Return | 272.45% | 77.59% |
| 6 Year Return | 242.90% | 118.07% |
| 7 Year Return | 418.34% | 140.00% |
| Expense Ratio | 0.63% | - |
AMC: KOTAKMAHINDRAMF
Category: Equity • Sectoral/Thematic
Launch Date: 01 Jan 2013
Fund Manager: Mr. Nalin Rasik Bhatt
Minimum Purchase: ₹100
Exit Load: For redemption / switch out within 90 days from the date of allotment - 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
Kotak Infrastructure & Economic Reform Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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