Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Kotak Infrastructure & Economic Reform Fund - Portfolio Analysis

  • ₹66.96 (-0.04%)

    Current NAV 07-07-2025

  • -7.37%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 98.93%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Small Cap 42.14
Large Cap 35.83
Mid Cap 20.86
Others 0.09

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Industrials

Basic Materials

Consumer Cyclical

Communication Services

Utilities

Energy

Financial Services

Real Estate

Technology

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
08-Jul-2025
Holdings PE Ratio
08-Jul-2025
1Y Return
Bharti Airtel Ltd Large Cap Communication Services (50.76) 7.16% 35.11 41.56%
Solar Industries India Ltd Mid Cap Basic Materials (26.29) 4.83% 0 14.53%
Larsen & Toubro Ltd Large Cap Industrials (31.79) 4.74% 33.77 -0.55%
Shree Cement Ltd Mid Cap Basic Materials (47.13) 4.31% 100.64 15.12%
Zen Technologies Ltd Small Cap Industrials (53.47) 3.07% 62.27 37.15%
Kalpataru Projects International Ltd Small Cap Industrials (28.96) 3.03% 34.36 -3.96%
InterGlobe Aviation Ltd Large Cap Industrials (31.19) 3% 30.89 36.95%
UltraTech Cement Ltd Large Cap Basic Materials (55.96) 2.8% 44.61 34.3%
Reliance Industries Ltd Large Cap Energy (37.44) 2.66% 29.88 -3.94%
Kajaria Ceramics Ltd Small Cap Industrials (54.3) 2.6% 63.04 -21.05%
Jyoti CNC Automation Ltd Small Cap Industrials (56.59) 2.43% 73.96 -17.36%
Container Corporation of India Ltd Mid Cap Industrials (44.27) 2.35% 35.68 -27.92%
Ashoka Buildcon Ltd Small Cap Industrials (31.79) 2.29% 3.42 -10.06%
Bosch Ltd Large Cap Consumer Cyclical (42.08) 2.29% 51.98 2.92%
Cummins India Ltd Large Cap Industrials (42.6) 2.18% 47.66 -16.78%
NTPC Green Energy Ltd Large Cap Utilities 2.14% - 0%
Bharti Hexacom Ltd Mid Cap Communication Services 2.14% - 0%
Azad Engineering Ltd Small Cap Industrials (52.12) 2.12% 0 0%
Power Finance Corp Ltd Large Cap Financial Services (12.22) 2.11% 6.03 -12.43%
Greenpanel Industries Ltd Ordinary Shares Small Cap Basic Materials (42.31) 2.1% 24.9 -11.06%
VST Tillers Tractors Ltd Small Cap Industrials (35.64) 2.09% 39.9 3.24%
G R Infraprojects Ltd Small Cap Industrials (20.93) 1.92% 11.97 -28.52%
Mahindra Logistics Ltd Small Cap Industrials (104.7) 1.92% -24.12 50.46%
Indian Oil Corp Ltd Large Cap Energy (37.11) 1.77% 15.97 -10.14%
Ratnamani Metals & Tubes Ltd Small Cap Basic Materials (29.44) 1.77% 37.57 -19.8%
Engineers India Ltd Small Cap Industrials (44.35) 1.72% 23.44 -11.38%
AIA Engineering Ltd Mid Cap Industrials (24.89) 1.66% 29.51 -21.26%
Bharat Electronics Ltd Large Cap Industrials (53.47) 1.6% 57.31 28.78%
Apollo Tyres Ltd Small Cap Consumer Cyclical (30.44) 1.59% 20.64 -6.8%
Samvardhana Motherson International Ltd Large Cap Consumer Cyclical (70.7) 1.49% 28.56 -23.43%
Schaeffler India Ltd Mid Cap Consumer Cyclical (54.71) 1.48% 67.06 -6.92%
Ashok Leyland Ltd Mid Cap Industrials (36.64) 1.47% 23.59 8.73%
V-Guard Industries Ltd Small Cap Industrials (72.85) 1.42% 54.72 -15.49%
Gujarat State Petronet Ltd Small Cap Utilities (13.55) 1.37% 16.86 6.6%
Astra Microwave Products Ltd Small Cap Technology (52.85) 1.37% 64.24 10.1%
ABB India Ltd Large Cap Industrials (80.89) 1.26% 0 -28.21%
Bharat Forge Ltd Mid Cap Consumer Cyclical (26.29) 1.15% 0 0%
Sansera Engineering Ltd Small Cap Consumer Cyclical (52.12) 1.09% 29.45 30.69%
Tega Industries Ltd Small Cap Industrials (44.35) 1.01% 57.31 1.17%
Exide Industries Ltd Mid Cap Consumer Cyclical (29.36) 0.95% 41.24 -32.11%
H.G. Infra Engineering Ltd Ordinary Shares Small Cap Industrials (31.79) 0.92% 13.58 -37.57%
Mahindra Lifespace Developers Ltd Small Cap Real Estate (117.18) 0.9% 4827.92 61.74%
Concord Enviro Systems Ltd Small Cap Utilities 0.86% - 0%
Ceigall India Ltd Small Cap Industrials 0.86% - 0%
Brigade Enterprises Ltd Small Cap Real Estate (79.65) 0.78% 39.94 -13.72%
WPIL Ltd Small Cap Industrials 0.76% - 0%
PNC Infratech Ltd Small Cap Industrials (32.89) 0.66% -22.68 -43.81%
NTPC Ltd Large Cap Utilities (26.87) 0.63% 14.21 -9.08%
Rolex Rings Ltd Small Cap Industrials (38.8) 0.57% 0 -38.44%
Carborundum Universal Ltd Small Cap Industrials (54.42) 0.54% 62.66 -42.98%
Supreme Industries Ltd Mid Cap Industrials (44.13) 0.52% 56.48 -29.22%
JNK India Ltd Small Cap Industrials 0.39% - 0%
Mahindra Lifespace Developers Ltd 0.09% - 0%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Kotak Infrastructure & Economic Reform Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Kotak Infrastructure & Economic Reform Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Add to Cart Successfully