๐ฏInvestment Objective
โThe investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly (at least 65%) 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.โ
Source: Kotak Infrastructure and Economic Reform Fund scheme information document
AI Summary
indian-fundRule-based from financial data. Not advice.
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity, it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
The fund holds 11% in cash, above typical levels. This could indicate the fund manager is waiting for better entry points or being defensive.
Asset Allocation - The Single Most Important Investment Decision โ
Sector Allocation
โ Well-diversified, no sector dominates, with the top 3 at just 40.4%. This spread reduces sector-specific risk.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101โ250 by market cap) โ offering a balance of growth potential and relative stability. The โBlendโ position means the portfolio mixes both value and growth stocks โ a balanced approach.
๐ What do Large/Mid/Small Cap mean? โKey Metrics
Fund DNA
Portfolio Holdings51 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (โ green) means they're buying more, decreasing (โ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
๐ Learn: Diversification & Asset Allocation โ| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | Larsen and Toubro Ltd. | Construction | 11.2% | - | |
| 2 | BHARTI AIRTEL LTD. | Telecom - Services | 6.1% | - | |
| 3 | RELIANCE INDUSTRIES LTD. | Petroleum Products | 4.7% | - | |
| 4 | Indus Towers Ltd. | Telecom - Services | 4.4% | - | |
| 5 | KALPATARU PROJECTS INTERNATIONAL LIMITED | Construction | 3.3% | - | |
| 6 | Ultratech Cement Ltd. | Cement and Cement Products | 3.3% | - | |
| 7 | V.S.T Tillers Tractors Ltd | Agricultural, Commercial and Constr | 3.2% | - | |
| 8 | Solar Industries India Limited | Chemicals and Petrochemicals | 3.1% | - | |
| 9 | Cummins India Ltd. | Industrial Products | 3.0% | - | |
| 10 | Shree Cement Ltd. | Cement and Cement Products | 3.0% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Kotak Infrastructure and Economic Reform Fund's historical returns
โ ๏ธ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
๐ก Why SIP works: Investing โน10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| -1.2520184127443157% | +36.314791403286996% | - | - | - | - |
Performance
This chart shows the fund's NAV growth over time.
๐คFund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.