58
InfrastructureHold
Kotak Infra & Economic Reform
Kotak · Direct–Growth · rank #6 of 20 by Smart Score
Data updated
Trailing returns
1 Year
4.1%
+8.8% vs index
3 Years
14.8%
+5.4% vs index
5 Years
17.0%
+9.1% vs index
Since launch
15.0%
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
+4.7%+10.8% vs index
Why this score
Kotak Infra & Economic Reform scores 58/100 — #6 of 20 Infrastructure fund (Hold). It stands out for expense ratio and 5y return — beating 98% of peers on expense ratio. The main drag is its volatility (better than only 24% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
Expense ratio0.85% · 98th percentile in category
5Y return16.99% · 69th percentile in category
Volatility21.54 · 24th percentile in category
1Y return4.14% · 71st percentile in category
Fund size2320.01 Cr · 63rd percentile in category
3Y return14.76% · 53rd percentile in category
Top holdings
1.Larsen & Toubro Ltd8.7%
2.Bharti Airtel Ltd7.45%
3.Reliance Industries Ltd7.32%
4.Kalpataru Power Transmission Ltd3.73%
5.Engineers India Ltd3.71%
48 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.