Kotak Infrastructure & Ecoc. Reform-SP-Dir(G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Kotak Infrastructure & Ecoc. Reform-SP-Dir(G) (16219) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Kotak Infrastructure & Ecoc. Reform-SP-Dir(G)
Kotak Mahindra Asset Management Company Ltd
To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
Kotak Infrastructure & Ecoc. Reform-SP-Dir(G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Alpha Generation
Outperformance vs benchmark
Cost Efficiency
Fund management costs
1-Year Returns
Recent performance momentum
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 1.47% over the 3Y period.
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Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Bharti Airtel Ltd | Telecom-Service | 7.43% |
| Reliance Industries Ltd | Refineries | 5.24% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 4.72% |
| Shree Cement Ltd | Cement | 4.52% |
| Solar Industries India Ltd | Aerospace & Defence | 3.22% |
| UltraTech Cement Ltd | Cement | 3.08% |
| Kalpataru Projects International Ltd | Infrastructure Developers & Operators | 3.08% |
| Bosch Ltd | Auto Ancillaries | 2.96% |
| Kajaria Ceramics Ltd | Ceramic Products | 2.51% |
| VST Tillers Tractors Ltd | Automobile | 2.50% |
Sector Breakdown
Compare against Sectoral / Thematic category average
Performance Summary
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
Kotak Infrastructure & Ecoc. Reform-SP-Dir(G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1531.82 | 20.90% | -2.29% | 13.00% |
| Aditya Birla SL MNC Fund - (G) | ₹1374.21 | 20.48% | -2.95% | 12.20% |
| Nippon India Banking&Financial Services-Dir(G) | ₹705.66 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹705.66 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services (G) | ₹644.41 | 13.09% | 3.74% | 16.83% |
| Nippon India Banking&Financial Services (Bonus) | ₹644.41 | 13.09% | 3.74% | 16.83% |
| Nippon India Pharma Fund - Direct (G) | ₹572.40 | 13.30% | 0.45% | 24.37% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹572.40 | 13.30% | 0.45% | 24.37% |
| Franklin India Technology Fund - Direct (G) | ₹570.37 | 7.85% | -5.66% | 23.50% |
| ICICI Pru FMCG Fund - Direct (G) | ₹522.74 | 13.18% | -7.36% | 10.35% |
Category Average Returns
Nalin Rasik Bhatt
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.