Kotak Infrastructure & Economic Reform Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation25.9%
Sharpe Ratio-0.34
Beta1.50
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bharti Airtel LtdServices7.16%
Solar Industries India LtdCapital Goods4.83%
Larsen & Toubro LtdCapital Goods4.74%
Shree Cement LtdCapital Goods4.31%
Zen Technologies LtdCapital Goods3.07%
Kalpataru Projects International LtdCapital Goods3.03%
InterGlobe Aviation LtdCapital Goods3.00%
UltraTech Cement LtdCapital Goods2.80%
Reliance Industries LtdEnergy & Infra2.66%
Kajaria Ceramics LtdCapital Goods2.60%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.99%
Regulatory & Tax Information
INF178L01087
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)