Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Medium
Risk
Equity
Other
+
29.90
%
29.90
%
3Y annualised
+
0.53
%
0.53
%
1D
1M
6M
1Y
3Y
All
Fund size
1543
NAV:
Mar 7, 2024
56.002
Sector
Tech
Type
Equity
Launched
Feb 2008
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Larsen & Toubro Ltd
4.78
%
Bharti Airtel Ltd
3.97
%
Container Corporation of India Ltd
3.93
%
UltraTech Cement Ltd
3.65
%
Kalpataru Projects International Ltd
3.46
%
Bosch Ltd
3.24
%
Solar Industries India Ltd
3.14
%
Thermax Ltd
2.95
%
Cummins India Ltd
2.84
%
NTPC Ltd
2.83
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 90.0 Days, 0.0 % if redeemed after 90.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
More details
Investment objective
The investment objective of the scheme is 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. However, there is no assurance that the objective of the scheme will be realized.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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