50
InfrastructureHold
Kotak Infra & Economic Reform
Kotak · Direct–Growth · rank #11 of 20 by Smart Score
Data updated
Trailing returns
1 Year
6.2%
+8.3% vs index
3 Years
16.0%
+6.2% vs index
5 Years
18.4%
+8.9% vs index
Since launch
15.4%
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
+7.8%+11.4% vs index
Why this score
Kotak Infra & Economic Reform scores 50/100 — #11 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 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 ratio0.84% · 93rd percentile in category
Volatility21.38 · 24th percentile in category
Alpha1.09 · 31st percentile in category
Fund size2492.98 Cr · 68th percentile in category
Sharpe ratio0.62 · 42nd percentile in category
1Y return6.21% · 66th percentile in category
Top holdings
1.Larsen & Toubro Ltd9.25%
2.Bharti Airtel Ltd7.85%
3.Reliance Industries Ltd7.38%
4.Solar Industries India Ltd4.36%
5.Kalpataru Power Transmission Ltd3.54%
49 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.