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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹82.4240 -0.84%
As on 04-Oct-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct Plan
|
|
|
Very High
|
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0.60 |
|
 |
|
Very High
|
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1.18 |
||
|
|
Very High
|
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1.00 |
||
|
|
Very High
|
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0.70 |
||
|
|
Very High
|
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0.96 |
₹2,447 Cr
1.00 (90)
100
1,000
100
1
Investment Strategy
The Scheme seeks 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.
Suitability
This is a fund that invests mainly in shares of companies engaged in infrastructure-related activities or are expected to benefit from them.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other infrastructure fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct Plan is mandated to invest at least 80 per cent of its assets in the shares of companies engaged in infrastructure-related activities.
Mutual funds can be bought directly from the website of the fund house. For instance, Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct Plan fund can be purchased from the website of Kotak Mahindra Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct Plan is ₹82.4240 as of 05-Oct-2024.
The AUM of Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct Plan Fund is ₹2,447 Cr as of 31-Aug-2024
The riskometer level of Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
5.85
|
|
|
3.65
|
|
|
3.23
|
|
|
3.21
|
|
|
3.16
|
As of 31-Aug-2024, Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct Plan had invested 92.56% in Equity and 7.44% in Cash & Cash Eq. See More
Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct Plan is 11 years 9 months old. It has delivered 20.65% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
56.42%
|
31.52%
|
31.29%
|
20.44%
|
19.44%
|
20.65%
|
No, There is no lock in period in Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct Plan.
The expense ratio of Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct Plan is 0.60.
