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Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option is an equity scheme managed by Kotak Mahindra Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 30.33%, with the bottom and top quartiles at 23.16% and 36.98% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 0.73% on assets of ₹2,373Cr. The fund is currently managed by Mr. Nalin Rasik Bhatt, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 88% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| LARSEN AND TOUBRO LIMITED | Industrials | 10.27% |
| BHARTI AIRTEL LIMITED | Communication Services | 5.37% |
| RELIANCE INDUSTRIES LIMITED | Energy | 4.76% |
| INDUS TOWERS LIMITED | Communication Services | 3.89% |
| SOLAR INDUSTRIES INDIA LIMITED | Basic Materials | 3.51% |
| CUMMINS INDIA LIMITED | Industrials | 3.24% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 2.93% |
| V.S.T. TILLERS TRACTORS LIMITED | Consumer Cyclical | 2.84% |
| SHREE CEMENT LIMITED | Basic Materials | 2.75% |
| BOSCH LIMITED | Consumer Cyclical | 2.65% |
| MAHINDRA LOGISTICS LIMITED | Industrials | 2.42% |
| ASHOK LEYLAND LIMITED | Industrials | 2.05% |
| SANSERA ENGINEERING LIMITED | Consumer Cyclical | 2.01% |
| ENGINEERS INDIA LIMITED | Industrials | 1.91% |
| BHARAT ELECTRONICS LIMITED | Industrials | 1.82% |
| KAJARIA CERAMICS LIMITED | Consumer Cyclical | 1.80% |
| Shriram Finance Limited | Financial Services | 1.78% |
| GREENPANEL INDUSTRIES LIMITED | Basic Materials | 1.74% |
| RATNAMANI METALS AND TUBES LTD | Basic Materials | 1.61% |
| ABB INDIA LIMITED | Industrials | 1.54% |
| SCHAEFFLER INDIA LIMITED | Consumer Cyclical | 1.48% |
| INTERGLOBE AVIATION LIMITED | Industrials | 1.47% |
| CONTAINER CORPORATION OF INDIA LTD. | Industrials | 1.45% |
| CARBORUNDUM UNIVERSAL LIMITED | Industrials | 1.44% |
| BHARAT FORGE LIMITED | Consumer Cyclical | 1.43% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 25.93% |
| Construction | — | 19.67% |
| Automobile and Auto Components | — | 10.83% |
| Telecommunication | — | 9.26% |
| Oil, Gas & Consumable Fuels | — | 7.03% |
| Construction Materials | — | 5.68% |
| Services | — | 5.34% |
| Consumer Durables | — | 4.79% |
| Chemicals | — | 3.51% |
| Financial Services | 2 | 3.14% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -10.33% | 12.44% | 26.83% | 51.78% | 98.33% | 87.0% |
| 3Y | 16.68% | 23.16% | 30.33% | 36.98% | 42.24% | 100.0% |
| 5Y | 19.92% | 23.91% | 28.97% | 32.58% | 35.50% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 42.2% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.