EquitySectoral/ ThematicDirect · Growth
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
Kotak Mahindra · Scheme 133801
₹83.47▼ 0.36%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
17.5%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.23% |
| 3 Months | +4.34% |
| 6 Months | +8.94% |
| 1 Year | +9.34% |
| 3 Years (CAGR) | +17.53% |
| 5 Years (CAGR) | +20.00% |
| 10 Years (CAGR) | +16.95% |
| Since Launch | +15.57% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns80
Consistency51
Risk-adjusted50
Downside protection38
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +17.5%
- ✓ 5Y CAGR: +20.0%
- ✓ Positive 3Y windows: 89% of rolling 3Y windows positive
- ✓ Alpha vs benchmark: +10.0%
- ✓ Direct plan: no distributor commission
What to watch
- • Return stability: rolling-return std 13.3%
- • Sharpe ratio: 0.59
- • Sortino ratio: 0.70
- • Max drawdown: -46%
Risk metrics
Sharpe ratio
0.59
Sortino ratio
0.70
Volatility
16.32%
Max drawdown
-46.00%
Downside capture
89.20%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.