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EquitySectoral/ ThematicDirect · Growth

Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option

Kotak Mahindra · Scheme 133801

₹84.86▼ 0.35%NAV · 2026-09-18
63
Decent FundScore
Start SIP
AUM
₹2,430 cr
Expense ratio
0.84%
3Y CAGR
18.3%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Harish KrishnanExit load: 0.5% for redemption within 90 Days
Decent · 63/100

A solid option with a few areas worth a closer look.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • ✓Strong long-term record — 20.6% CAGR over 5 years.
  • ✓Compounding well recently — 18.3% CAGR over 3 years.
  • ✓3Y CAGR: +18.3%
  • ✓Positive 3Y windows: 89% of rolling 3Y windows positive

📉 What could drag it down

  • •Can fall sharply — dropped 46% in its worst stretch. Stomach needed.
  • •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
  • •Return stability: rolling-return std 13.2%
  • •Sharpe ratio: 0.60

FundScore breakdown

63/100 · Decent
How it works →
85
Returns
Excellent
51
Consistency
Average
50
Risk-adjusted
Average
39
Downside protection
Weak
78
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.