Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
Min amount: ₹1,000
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
|Fund Type||Equity - Infrastructure|
|Exit Load||1% for 365 Days|
More about this fund
|Solar Industries India Ltd||6.11%|
|Larsen & Toubro Ltd Shs Dematerialised||5.77%|
|Bharti Airtel Ltd||5.13%|
|UltraTech Cement Ltd||5.05%|
|Thermax Ltd Shs Dematerialised||4.91%|
|Shree Cement Ltd Shs Dematerialised||4.69%|
|Reliance Industries Ltd Shs Dematerialised||4.55%|
|PNC Infratech Ltd||3.9%|
|Gujarat Gas Ltd||3.81%|
|Schaeffler India Ltd||3.72%|
About Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth
This is an open-ended equity fund that aims to generate long-term capital appreciation by investing a minimum of 65% of the assets in equity and equity-related securities of companies involved in the economic development of India through infrastructure development.
Pros and Cons of Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth
The three-year and five-year returns from the fund are higher than the category average returns. On the other hand, the one-year returns from the fund are lower than the category average returns. Also, the risk-adjusted returns are lower as compared to the category.
Fund Information and Statistics
i) Inception/Launch Date
The fund was incepted on 25 February 2008.
ii) Risk Level
The scheme is associated with a high risk profile since it invests primarily in equity and equity-related securities.
No lock-in period is applicable on the principal invested. However, it is recommended to consider the exit load before redeeming units.
iv) Fund Manager
The current Fund Manager for this scheme is Mr Harish Krishnan.
v) Entry/Exit Load
Entry load is not applicable. However, an exit load of 1% is charged when you redeem/switch out the fund units in excess of 10% of the initial investment within one year from the date of allotment. After completing one year, exit load is not chargeable.
About Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund was set up and registered with SEBI on 23 June 1998. The fund house offers 94 different folios to its customers with an average assets under management (AAUM) worth of Rs.1,91,597.51 crore as on 30 September 2020.
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Min amount: ₹1,000
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns