Kotak Mahindra Mutual Fund

Kotak Infrastructure & Economic Reform Fund - Institutional Plan-Growth

Kotak Mahindra Mutual Fund

Expense Ratio: 2
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty Infrastructure TRI
Inception: 10-01-2008
Exit Load: Nil
Fund Size:₹2,359.67 Cr

Performance

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Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Larsen and Toubro Ltd.288.6811.80%
2RELIANCE INDUSTRIES LTD.186.327.61%
3BHARTI AIRTEL LTD.125.015.11%
4Solar Industries India Limited100.964.13%
5Indus Towers Ltd.88.133.60%
6KALPATARU PROJECTS INTERNATIONAL LIMITED86.323.53%
7Ultratech Cement Ltd.67.522.76%
8Shree Cement Ltd.61.362.51%
9V.S.T Tillers Tractors Ltd58.182.38%
10Inter Globe Aviation Ltd57.982.37%

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