Kotak Mahindra Mutual Fund offers a Sectoral-Infrastructure mutual fund scheme called Kotak Infrastructure and Economic Reform Fund Direct-Growth. Since its launch on January 1, 2013, the fund has been in operation for 11 years. The Kotak Infrastructure and Economic Reform Fund Direct-Growth is a medium-sized fund within its category, with assets under management (AUM) of ₹2,273 crores.

The majority of the fund’s money is invested in capital goods, automobiles, construction, materials and energy industries. Compared to other funds in the category, it has less exposure to the capital goods and automotive industries.

Kotak Infrastructure and Economic Reform Fund Performance

The past year’s direct growth returns on the Kotak Infrastructure and Economic Reform Fund are 58.52%. It has made returns on average of 20.87% annually since its launch. Every two years, the fund doubles the fund invested in it.

The Kotak Infrastructure and Economic Reform Fund Direct-Growth plan has a solid track record of generating returns that are similar to other products in its category. It has a strong capacity to control losses in a declining market.

Kotak Infrastructure and Economic Reform Fund Returns

Kotak Infrastructure and Economic Reform Fund Top 5 Holdings

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.