NSE ScannerKotak Mahindra Mutual Fund · Equity · Sectoral / Thematic · Direct plan
Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth
₹79.112NAV on 30 Oct 2026Expense ratio 0.85%
29 Oct 2025NAV low 69.24 · high 85.52-0.6%
In plain words
Over 3 years it returned +15.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -27.7%.
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 | -4.0% | +1.9% |
| 3 months | -3.5% | -5.1% |
| 6 months | -1.3% | -3.2% |
| 1 year | -0.4% | -10.2% |
| 3 years (yearly) | +15.1% | +7.4% |
| 5 years (yearly) | +16.8% | +6.5% |
| 10 years (yearly) | +15.7% | +11.3% |
| Since start (yearly) | +14.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,290 | +0.4% |
| 3 years | ₹3,60,000 | ₹3,92,972 | +5.5% |
| 5 years | ₹5,90,000 | ₹8,39,528 | +13.9% |
| 10 years | ₹11,90,000 | ₹30,36,987 | +17.8% |
Other plan of this fund: Kotak Infrastructure and Economic Reform Fund - Regular Plan - Growth