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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Kotak Infrastructure & Economic Reform Fund - Portfolio Analysis

  • ₹66.98 (0.43%)

    Current NAV 04-07-2025

  • -6.9%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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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 42.24
Large Cap 35.83
Mid Cap 20.86

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Construction

Auto Components

Telecom - Services

Industrial Products

Transport Services

Cement & Cement Products

Consumer Durables

Aerospace & Defense

Chemicals & Petrochemicals

Petroleum Products

Industrial Manufacturing

Agricultural, Commercial & Construction Vehicles

Electrical Equipment

Power

Finance

Realty

Gas

Other Utilities

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
04-Jul-2025
Holdings PE Ratio
04-Jul-2025
1Y Return
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- Large Cap Telecom - Services (50.6) 7.16% 34.89 41.81%
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- Mid Cap Chemicals & Petrochemicals (26.29) 4.83% 0 14.53%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- Large Cap Construction (31.9) 4.74% 33.61 0.55%
SHREE CEMENT LIMITED EQ Mid Cap Cement & Cement Products (47.41) 4.31% 100.42 13.75%
ZEN TECHNOLOGIES LIMITED EQ NEW FV RE. 1/- Small Cap Aerospace & Defense (52.98) 3.07% 62.45 34.63%
KALPATARU POWER TRANSMISSION LTD EQ NEW F.V RS.2/- Small Cap Construction (28.94) 3.03% 34.72 -2.81%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- Large Cap Transport Services (31.3) 3% 30.69 34.43%
ULTRATECH CEMENT LIMITED EQ Large Cap Cement & Cement Products (55.96) 2.8% 44.61 34.3%
RELIANCE INDUSTRIES LIMITED EQ Large Cap Petroleum Products (36.73) 2.66% 29.68 -1.71%
KAJARIA CERAMICS LIMITED EQ NEW FV RE. 1/- Small Cap Consumer Durables (54.14) 2.6% 62.33 -23.85%
Jyoti CNC Automation Ltd Small Cap Industrial Manufacturing (56.42) 2.43% 74.55 -22.56%
CONTAINER CORPORATION OF INDIA LTD. EQ NEW FV RS. 5/- Mid Cap Transport Services (44.27) 2.35% 35.68 -27.92%
BOSCH LIMITED EQ NEW FV RS.10/- Large Cap Auto Components (40.96) 2.29% 52.54 1.86%
ASHOKA BUILDCON LIMITED EQ NEW FV RS. 5/- Small Cap Construction (31.9) 2.29% 3.49 -9.6%
CUMMINS INDIA LIMITED EQ FV RS.2 Large Cap Industrial Products (42.49) 2.18% 46.29 -17.84%
NTPC GREEN ENERGY LIMITED EQ Large Cap Power 2.14% - 0%
Bharti Hexacom Limited Mid Cap Telecom - Services 2.14% - 0%
Azad Engineering Limited Small Cap Electrical Equipment (52.12) 2.12% 0 0%
POWER FINANCE CORPORATION LTD. EQ Large Cap Finance (12.22) 2.11% 6.03 -12.43%
GREENPANEL INDUSTRIES LIMITED EQ Small Cap Consumer Durables (42.17) 2.1% 25.05 -12.16%
V.S.T. TILLERS TRACTORS LIMITED EQ Small Cap Agricultural, Commercial & Construction Vehicles (35.76) 2.09% 36.72 -4.7%
G R INFRAPROJECTS LIMITED EQ NEW FV RS. 5/- Small Cap Construction (20.75) 1.92% 12.35 -27.98%
MAHINDRA LOGISTICS LIMITED EQ Small Cap Transport Services (104.7) 1.92% -24.12 50.46%
INDIAN OIL CORPORATION LIMITED EQ Large Cap Petroleum Products (36.73) 1.77% 15.78 -10.67%
RATNAMANI METALS AND TUBES LTD EQ NEW RS. 2/- Small Cap Industrial Products (29.22) 1.77% 36.96 -20.98%
ENGINEERS INDIA LIMITED EQ NEW F.V. RS.5/- Small Cap Construction (44.33) 1.72% 23.54 -9.67%
AIA ENGINEERING LIMITED EQ NEW RE.2/- Mid Cap Industrial Products (24.9) 1.66% 29.12 -21.99%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- Large Cap Aerospace & Defense (52.98) 1.6% 58.74 34.74%
APOLLO TYRES LIMITED EQ RE.1/- Small Cap Auto Components (30.44) 1.59% 20.64 -6.8%
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- Large Cap Auto Components (70.59) 1.49% 28.52 -25.46%
SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/- Mid Cap Auto Components (55.05) 1.48% 63.38 -15.84%
ASHOK LEYLAND LIMITED EQ NEW FV RE.1/- Mid Cap Agricultural, Commercial & Construction Vehicles (36.7) 1.47% 23.62 9.92%
V-GUARD INDUSTRIES LIMITED EQ NEW FV Re. 1/- Small Cap Consumer Durables (72.03) 1.42% 54.9 -15.04%
GUJARAT STATE PETRONET LTD EQ Small Cap Gas (13.57) 1.37% 16.99 9.13%
ASTRA MICROWAVE PRODUCTS LIMITED EQ NEW FV RS.2/- Small Cap Aerospace & Defense (52.98) 1.37% 66.54 13.91%
ABB INDIA LIMITED EQ NEW RS. 2/- Large Cap Electrical Equipment (80.89) 1.26% 0 -28.21%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/- Mid Cap Auto Components (26.29) 1.15% 0 0%
SANSERA ENGINEERING LIMITED EQ NEW FV RS. 2/- Small Cap Auto Components (52.12) 1.09% 29.45 30.69%
TEGA INDUSTRIES LIMITED EQ Small Cap Industrial Manufacturing (44.33) 1.01% 56.06 -4.41%
EXIDE INDUSTRIES LIMITED EQ NEW FV RE.1/- Mid Cap Auto Components (29.36) 0.95% 41.01 -32.28%
H.G. INFRA ENGINEERING LIMITED EQ Small Cap Construction (31.9) 0.92% 13.71 -39.25%
MAHINDRA LIFESPACE DEVELOPERS LTD EQ Small Cap Realty (117.18) 0.9% 4827.92 61.74%
CONCORD ENVIRO SYSTEMS LIMITED EQ NEW FV Rs.5/- Small Cap Other Utilities 0.86% - 0%
CEIGALL INDIA LTD EQ Small Cap Construction 0.86% - 0%
BRIGADE ENTERPRISES LIMITED EQ Small Cap Realty (79.05) 0.78% 38.25 -22.51%
WPIL Ltd Small Cap Industrial Products 0.76% - 0%
PNC INFRATECH LIMITED EQ NEW FV RS. 2/- Small Cap Construction (32.89) 0.66% -22.68 -43.81%
NTPC LIMITED EQ Large Cap Power (26.74) 0.63% 13.89 -10.03%
ROLEX RINGS LIMITED EQ Small Cap Auto Components (38.8) 0.57% 0 -38.44%
CARBORUNDUM UNIVERSAL LIMITED EQ NEW Re.1/- Small Cap Industrial Products (54.42) 0.54% 62.66 -42.98%
THE SUPREME INDUSTRIES LIMITED EQ NEW F.V. RS.2/- Mid Cap Industrial Products (44.08) 0.52% 56.45 -28.99%
JNK India Limited Small Cap Industrial Manufacturing 0.39% - 0%
MAHINDRA LIFESPACE DEV RTS OFF 257 INR Small Cap Realty 0.09% - 0%

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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.

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