3 Year return
27.59%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2524.25 Cr.
Expense Ratio
0.61% (inclusive of GST)
Exit Load
1% - For redeemed / switch out within 90 days from the date of allotment. Nil - If units are redeemed or switched out on or after 90 days from the date of allotment.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Kotak Mahindra Mutual Fund Managers
HK
Harish Krishnan
Fund Manager since Jun 2024
Fund House Details
Kotak Mahindra Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Infrastructure Fund |
24.85% |
0 |
DSP Healthcare Fund |
23.83% |
0 |
ICICI Prudential Commodities Fund |
17.45% |
0 |
Schemes by Kotak Mahindra Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Reinvestment of IDCW Reinvestment
Equity . Sectoral / Thematic
Kotak Banking and Financial Services Fund Direct Plan Growth
Equity . Sectoral / Thematic
Kotak Banking and Financial Services Fund Direct Plan IDCW Payout Payout
Key Features of The Fund
5-year return | 29.6% |
Expense Ratio | 0.61% |
Fund Manager | Harish Krishnan |
Fund Size | ₹2524.25 Cr |
Risk Profile | Very High |
AMC Contact Details
Name | Kotak Mahindra Mutual Fund |
Launch Date | December 1998 |
Addresss | 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051 |
Contact | 18003091490 044-40229101 |
mutual@kotak.com | |
Website | https://www.kotakmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Kotak Infrastructure and Economic Reform Fund?
What is the AUM of Kotak Infrastructure and Economic Reform Fund?
What is the expense ratio of Kotak Infrastructure and Economic Reform Fund?
What are the returns of Kotak Infrastructure and Economic Reform Fund since inception?
What is the minimum SIP amount to invest in Kotak Infrastructure and Economic Reform Fund?
How do I invest in Kotak Infrastructure and Economic Reform Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Kotak Infrastructure and Economic Reform Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Kotak Infrastructure and Economic Reform Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Kotak Infrastructure and Economic Reform Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.