TickerKhojKotak Mahindra Mutual Fund · Equity · Sectoral / Thematic · Regular plan
Kotak Infrastructure and Economic Reform Fund - Regular Plan - Growth
₹65.918NAV on 30 Oct 2026Expense ratio 2.15%
29 Oct 2025NAV low 58.13 · high 71.39-1.9%
In plain words
Over 3 years it returned +13.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -28.1%.
On 3-year return it ranks 49 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹2,48,223 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -4.1% | +1.9% |
| 3 months | -3.8% | -5.1% |
| 6 months | -1.9% | -3.2% |
| 1 year | -1.6% | -10.2% |
| 3 years (yearly) | +13.6% | +7.4% |
| 5 years (yearly) | +15.2% | +6.5% |
| 10 years (yearly) | +14.1% | +11.3% |
| Since start (yearly) | +13.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,19,324 | -0.9% |
| 3 years | ₹3,60,000 | ₹3,84,242 | +4.1% |
| 5 years | ₹5,90,000 | ₹8,06,189 | +12.3% |
| 10 years | ₹11,90,000 | ₹27,88,764 | +16.2% |
Other plan of this fund: Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth