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Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Category: Equity Funds Infrastructure
Launch Date: 25-02-2008
Asset Class: Equity
Benchmark: S&P BSE 100
Expense Ratio: 2.45% As on (30-04-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 509.12 Cr As on (30-04-2018)
Turn over: 36.19%
NAV as on 25-05-2018

21.064

0.11 (0.508%)

CAGR Since Inception

9.54%

S&P BSE 100 14.1%

PERFORMANCE of Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Scheme Performance (%)

Data as on - 25-05-2018

Yearly Performance (%)

Fund Managers

Mr. Harish Krishnan

Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode Prior to joining Kotak AMC he has worked with Kotak Mahindra (UK) Ltd.

Investment Objective

The scheme aims to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies which are engaged in infrastructure and unfolded economic reforms leading to economic development of India.

RETURNS CALCULATOR for Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth 14.98 0.62 -0.09 0.9 - -
Equity Funds Infrastructure - - - - - -

PEER COMPARISION of Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Period
Data as on - 25-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth 25-02-2008 6.77 18.05 11.45 0.0 0.0
BOI AXA Manufacturing & Infrastructure Fund-Growth 05-03-2010 26.03 26.71 15.15 19.13 0.0
Taurus Infrastructure Fund - Regular Plan - Growth Option 05-03-2007 15.42 24.53 11.68 17.95 8.07
L&T Infrastructure Fund - Regular Plan - Growth 27-09-2007 14.26 29.62 16.45 23.72 5.65
Escorts Infrastructure Fund - Growth Option 31-08-2007 13.22 18.75 8.34 15.43 -1.71
Invesco India Infrastructure Fund - Growth Option 21-11-2007 12.36 20.39 7.85 20.48 8.31
IDFC Infrastructure Fund-Regular Plan-Growth 08-03-2011 12.31 30.24 14.38 17.37 0.0
SBI Infrastructure Fund - Series I - Regular Plan - Growth 06-07-2007 11.64 16.21 11.32 15.58 3.53
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth 29-09-2005 9.43 20.88 11.02 17.59 3.93
ICICI Prudential Infrastructure Fund - Growth 31-08-2005 6.72 18.1 7.8 15.4 6.31

PORTFOLIO ANALYSIS of Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Asset Allocation (%)

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