49
InfrastructureHold
Kotak Infra & Economic Reform
Kotak · Direct–Growth · rank #9 of 20 by Smart Score
Data updated
Trailing returns
1 Year
10.9%
+7.9% vs index
3 Years
17.1%
+5.5% vs index
5 Years
19.5%
+9.2% vs index
Since launch
15.6%
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
+8.8%+10.9% vs index
Why this score
Kotak Infra & Economic Reform scores 49/100 — #9 of 20 Infrastructure fund (Hold). It stands out for expense ratio and fund size — beating 93% of peers on expense ratio. The main drag is its alpha (better than only 8% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
Expense ratio0.82% · 93rd percentile in category
Alpha-0.95 · 8th percentile in category
Sharpe ratio0.68 · 24th percentile in category
Volatility21.49 · 29th percentile in category
5Y return19.52% · 58th percentile in category
Fund size2412.88 Cr · 68th percentile in category
Top holdings
1.Larsen & Toubro Ltd10.21%
2.Bharti Airtel Ltd8.76%
3.Reliance Industries Ltd7.75%
4.Solar Industries India Ltd4.09%
5.Indus Towers Ltd3.62%
48 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.