Comprehensive analysis of Kotak Infrastructure & Ecoc. Reform-SP-Dir(IDCW) (16222) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Kotak Mahindra Asset Management Company Ltd
To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms.
A comprehensive at-a-glance view of key mutual fund health indicators
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Historical performance consistency
Fund management costs
Outperformance vs benchmark
Recent performance momentum
Assets under management
Risk-adjusted returns
This fund has outperformed its benchmark by 2.37% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Bharti Airtel Ltd | Telecomm-Service | 7.60% |
| Bharti Airtel Ltd | Telecomm-Service | 7.43% |
| Reliance Industries Ltd | Refineries | 5.51% |
| Reliance Industries Ltd | Refineries | 5.24% |
| Solar Industries India Ltd | Aerospace & Defence | 5.17% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 4.72% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 4.64% |
| Shree Cement Ltd | Cement | 4.52% |
| Shree Cement Ltd | Cement | 4.43% |
| Interglobe Aviation Ltd | Air Transport Service | 3.29% |
Compare against Sectoral / Thematic category average
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1524.25 | 3.38% | 0.21% | 17.40% |
| Aditya Birla SL MNC Fund - (G) | ₹1370.22 | 3.04% | -0.47% | 16.56% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹702.57 | 15.30% | 15.12% | 26.92% |
| Nippon India Banking&Financial Services-Dir(G) | ₹702.57 | 15.30% | 15.12% | 26.92% |
| Nippon India Banking&Financial Services (Bonus) | ₹643.19 | 14.82% | 14.17% | 25.88% |
| Nippon India Banking&Financial Services (G) | ₹643.19 | 14.82% | 14.17% | 25.88% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹575.71 | -1.82% | 16.88% | 26.41% |
| Nippon India Pharma Fund - Direct (G) | ₹575.71 | -1.82% | 16.88% | 26.41% |
| Franklin India Technology Fund - Direct (G) | ₹575.22 | -4.25% | 7.83% | 25.35% |
| ICICI Pru FMCG Fund - Direct (G) | ₹523.66 | 1.39% | 0.04% | 13.50% |
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