Should I invest in Kotak Infrastructure & Economic Reform Fund - Standard Plan?

We don't give personal investment advice. Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 28.1%. 5-year CAGR: 19.92%.

Kotak

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Latest NAV

₹67.0980

As of

3 Jun 2026

2,790 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.33%	+0.28%	+0.05	51 / 122	Q2
1W	-0.70%	-1.28%	+0.58	26 / 122	Q1
2W	+2.44%	+0.09%	+2.35	13 / 122	Q1
1M	-0.58%	-0.62%	+0.04	50 / 122	Q2
3M	+3.71%	+1.50%	+2.21	36 / 122	Q2
6M	+2.19%	-2.06%	+4.25	42 / 122	Q2
YTD	+1.85%	-1.85%	+3.70	43 / 122	Q2
1Y	+2.71%	+2.44%	+0.27	43 / 119	Q2
2Y	-0.29%	+3.47%	-3.76	79 / 116	Q3
3Y	+17.35%	+14.90%	+2.45	45 / 112	Q2
4Y	+20.02%	+14.65%	+5.36	21 / 105	Q1
5Y	+19.92%	+12.36%	+7.55	11 / 104	Q1
7Y	+17.81%	+13.76%	+4.05	22 / 99	Q1
10Y	+15.76%	+11.67%	+4.09	14 / 93	Q1
Inception	+13.73%	+10.81%	+2.93	28 / 122	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.85%	-2.01%	+3.87	41 / 118
2025	-4.01%	+3.20%	-7.20	94 / 115
2024	+32.11%	+19.60%	+12.51	16 / 113
2023	+36.45%	+31.56%	+4.90	41 / 108
2022	+15.58%	+2.19%	+13.40	11 / 104
2021	+56.50%	+32.41%	+24.09	8 / 102
2020	+2.77%	+18.32%	-15.55	83 / 100
2019	+3.51%	+5.50%	-2.00	51 / 97
2018	-19.50%	-10.07%	-9.43	78 / 94
2017	+43.98%	+30.10%	+13.88	12 / 93
2016	+8.79%	-0.25%	+9.04	12 / 93

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+17.72%

126 windows

min -33.8% · max 89.8%

71% positive

3-Year rolling

+16.63%

102 windows

min -12.3% · max 41.8%

89% positive

5-Year rolling

+16.62%

78 windows

min -3.5% · max 32.5%

97% positive

7-Year rolling

+16.02%

53 windows

min 10.3% · max 20.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

19.51%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

0.91

Downside-only deviation

Max drawdown

-28.15%

Sep 2024 → Mar 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹16.8310	3 Jun 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.7005	3 Jun 2026
Magnum Equity Fund -Dividend	SBI	₹71.4772	3 Jun 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.5700	3 Jun 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹21.5824	3 Jun 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.2801	3 Jun 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.3200	3 Jun 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹382.6597	3 Jun 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹62.7500	3 Jun 2026
Birla Sun Life India Gennext Fund-Dividend Option	Birla Sun Life	₹33.8300	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹67.0980
2 Jun 2026	₹66.9940
1 Jun 2026	₹66.7760
29 May 2026	₹67.5530
27 May 2026	₹68.2320
26 May 2026	₹67.4630
25 May 2026	₹67.2490
22 May 2026	₹66.2560
21 May 2026	₹66.0840
20 May 2026	₹65.7110

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is ₹67.0980. It's a Sectoral/Thematic Fund from Kotak, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has NAV history starting from 02 Feb 2015, a track record of about 11 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is managed by Kotak. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has delivered a absolute return of 2.71% — +0.27 pp ahead of the Sectoral/Thematic Fund category average of 2.44%. The fund ranks #43 of 119 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has delivered a CAGR of 17.35% — +2.45 pp ahead of the Sectoral/Thematic Fund category average of 14.90%. The fund ranks #45 of 112 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has delivered a CAGR of 19.92% — +7.55 pp ahead of the Sectoral/Thematic Fund category average of 12.36%. The fund ranks #11 of 104 in its category — the top (Q1) quartile.

₹1 lakh invested in Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth exactly 10 years ago would be worth approximately ₹431,940 today — a multiplier of 4.32×, based on the 10-year CAGR of 15.76%. The category average over the same window would have grown ₹1 lakh to ₹301,430.

A ₹10,000 monthly SIP in Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹894,059 today. That's an XIRR (money-weighted annualised return) of 15.94%.

A ₹10,000 monthly SIP for 10 years in Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth = ₹1,200,000 invested. It would currently be worth ₹2,990,159 (multiplier 2.49×). XIRR: 17.38%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth ranks #11 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 12.36%; this fund delivered 19.92%.

The worst peak-to-trough decline Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth has experienced over the last 5-year window is 28.15% — its NAV fell from a high on 27 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth averaged 16.62% (best 32.54%, worst -3.51%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.78 — reasonable risk-adjusted performance.

In calendar year 2025, Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth returned -4.01% — lagging the Sectoral/Thematic Fund category average of 3.20% by 7.20 pp. It ranked #94 of 115 in its category that year.

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 28.1%. 5-year CAGR: 19.92%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.