kotak-infrastructure-ecoc-reform-sp-dir-g

Kotak Infrastructure & Ecoc. Reform-SP-Dir(G)

  1. Equity
  2. Growth
  • NAV as on Jul 03, 2025 ₹78.66
  • Total Returns 18.92% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
kotak-infrastructure-ecoc-reform-sp-dir-g

Overview of Kotak Infrastructure & Ecoc. Reform-SP-Dir(G)

  • Fund House
    Kotak Infrastructure & Economic Reform-SP
  • Fund Size
    ₹2,402 Cr
  • Expense Ratio
    0.7%
  • Benchmark
    Nifty Infrastructure TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • Exit Load
    For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Kotak Infrastructure & Ecoc. Reform-SP-Dir(G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Kotak Infrastructure & Ecoc. Reform-SP-Dir(G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 2.44%
  • 15.84%
  • -1.54%
  • -5.67%
  • 30.81%
  • 33.28%

Category Average

  • 3.6%
  • 10.91%
  • 1.28%
  • 4.27%
  • 24.56%
  • 24.96%

Fund Asset Allocation

Top holdings

Top Sectors

  • Construction
    14.63%
  • Auto Components
    11.18%
  • Telecom-Services
    9.46%
  • Cement & Cement Products
    8.79%
  • Industrial Products
    8.66%
  • Transport Services
    6.54%

More about Kotak Infrastructure & Ecoc. Reform-SP-Dir(G)

Kotak Infrastructure & Ecoc. Reform-SP-Dir(G) is a mutual fund under the Growth category, managed by Kotak Mahindra Mutual Fund. It was launched on 05 Aug 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹2,402 Crores. The expense ratio is 0.7%.

This fund generated returns of -5.67% in the last 1 year. Since its inception, it has provided an average annual return of 18.92%.

The fund's investments are mainly concentrated in sectors like Construction, Auto Components, Telecom-Services, Cement & Cement Products and Industrial Products.

The top five holdings in this fund include prominent companies such as Bharti Airtel, Solar Industries, Larsen & Toubro, Shree Cement and Zen Technologies.

Fund Managers

  • Nalin Rasik Bhatt

Investment Objective

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms.

kotak-infrastructure-ecoc-reform-sp-dir-g

Frequently Asked Questions about Kotak Infrastructure & Ecoc. Reform-SP-Dir(G)

  1. Are {{fund_type}} risky?

    Growth funds carry higher risk since they invest in stocks expected to grow quickly, which can be volatile.

  2. Should I invest in {{fund_type}}?

    Yes, if you are looking for long-term capital appreciation and can handle short-term market ups and downs.

  3. How long should I stay invested in {{fund_type}}?

    It’s recommended to hold growth funds for at least five years to benefit from potential growth.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, you can, but long-term holding is advised for best results.

  5. What are the expenses involved in {{fund_type}}?

    Growth funds usually have moderate to high expense ratios, around 1% to 2%, due to active management.

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