Kotak Infrastructure and Economic Reform Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
17.86%
Expense Ratio
0.69%
as of 01/03/2026
AUM
₹876.71 Cr
Qtr End: Mar 26
NAV
₹80.104
as of 03/06/2026
3Y Returns (CAGR)
17.86%
Expense Ratio
0.69%
as of 01/03/2026
AUM
₹876.71 Cr
Qtr End: Mar 26
NAV
₹80.104
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 5.38% | 23.32% | 25.55% |
| 6M | 4.16% | 8.50% | 21.46% |
| 1Y | 2.66% | 2.66% | 16.49% |
| 3Y | 63.70% | 17.86% | 17.38% |
| 5Y | 157.73% | 20.85% | 16.18% |
Scheme Details
- Launch Date
- 10/01/2008
- Fund Age
- 18.4 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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