Kotak Infrastructure & Economic Reform Fund
Empty
1–7 yearsInvestment Horizon
Empty
Empty
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%
Exit Load1
Regulatory & Tax Information
INF178L01095
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)