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Kotak Infra & Eco Reform Fund(IDCW-Payout)

IDCW
EquitySector Funds - Infrastructure
Small-size FundAssets Under Mgmt: ₹ 454 Cr
Very High RiskPrinciple investment will be at very high risk
36.080.69 (+1.96%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Significant holdings have underlying redflags

EquitySector Funds - Infrastructure
Small-size FundAssets Under Mgmt: ₹ 454 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
1.21
No LabelNo Label
38.48
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3.96
No LabelNo Label
1.52
No LabelNo Label
34.26
No LabelNo Label
3.55

About Sector Funds - Infrastructure

Sector Funds - Infrastructure are equity schemes that majorly invest in infrastructure sector companies. It will give exposure to entire sector which comprised a wide range of companies involved in infrastructure related activities.

Scheme Info

PlanPlan
IDCW
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
1% on or before 12M
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
S&P BSE 100 - TRI

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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Fund ManagerRead more 

Exp: 9yrs

 | 

#Funds: 10

Know More

AMC profile

Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.

  • No.of Schemes

    62

  • Total AUM

    ₹ 2,67,945.26 Cr.