45
InfrastructureHold
Kotak Infra & Economic Reform
Kotak · Direct–Growth · rank #12 of 20 by Smart Score
Trailing returns
1 Year
4.0%
+3.5% vs index
3 Years
17.5%
+5.3% vs index
5 Years
20.7%
+8.8% vs index
Since launch
15.5%
Year-by-year performance
2021
+59.4%+28.8% vs index
2022
+17.3%+13.5% vs index
2023
+39.2%+12.7% vs index
2024
+34.3%+18.6% vs index
2025
-2.4%-10.1% vs index
2026
+6.0%+7.7% vs index
Why this score
Kotak Infra & Economic Reform scores 45/100 — #12 of 20 Infrastructure fund (Hold). It stands out for expense ratio and volatility — beating 98% of peers on expense ratio. The main drag is its 3y return (better than only 19% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
3Y return17.52% · 19th percentile in category
Sharpe ratio0.63 · 13th percentile in category
Expense ratio0.82% · 98th percentile in category
Volatility17.42 · 82nd percentile in category
Sortino ratio0.85 · 23rd percentile in category
Fund size2446.83 Cr · 63rd percentile in category