Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is a scheme launched by Kotak Mutual Fund on February 25, 2008, and falls under the Infrastructure fund category. It currently manages an AUM of Rs 2,387.7 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 2% for managing the portfolio.

• Investing Strategy:

  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. There is no assurance that the investment objective of the Scheme will be achieved.

• Performance:

  Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth trailing returns over different times are -8.21% (1 year), 20.27% (3 year) and 30.51% (5 year). The average annual return of this fund stands at -3.81%.