Kotak Infrastructure and Economic Reform Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
21.30%
Expense Ratio
0.69%
as of 01/02/2026
AUM
₹923.92 Cr
Qtr End: Dec 25
NAV
₹76.862
as of 02/03/2026
3Y Returns (CAGR)
21.30%
Expense Ratio
0.69%
as of 01/02/2026
AUM
₹923.92 Cr
Qtr End: Dec 25
NAV
₹76.862
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹17.5k
Abs. Returns75.0%
CAGR20.6%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.44% | -1.77% | 15.70% |
| 6M | 0.96% | 1.92% | 12.62% |
| 1Y | 18.54% | 18.54% | 14.26% |
| 3Y | 78.49% | 21.30% | 15.85% |
| 5Y | 175.78% | 22.49% | 15.51% |
Scheme Details
- Launch Date
- 10/01/2008
- Fund Age
- 18.1 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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