Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is a fund scheme from Kotak mutual fund. It falls under a Infrastructure category. After being launched on 2008-02-25. Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has achieved Rs 2251.13 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 2%.

• 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 -3.82% (1 year), 21.93% (3 year), 31.29% (5 year). The average annual return of this fund stands at -3.82%

• Fund Manager & Portfolio Allocation:

  Arjun Khanna, Nalin Rasik Bhatt are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Construction, Auto Components, Industrial Products, Cement and Cement Products, Telecom - Services Sectors. First five holdings of this fund are BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-, LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-, SHREE CEMENT LIMITED EQ, ULTRATECH CEMENT LIMITED EQ, SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- Companies.