OriginFunds
← Kotak Mahindra Mutual Fund

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Payout of Income Distribution cum capital withdrawal option

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)ISIN INF178L01079
NAV · 06-Jul-2026
₹55.9380
1M
+3.85%
6M
+4.97%
1Y (CAGR)
+4.47%
3Y (CAGR)
+17.50%
5Y (CAGR)
+20.15%
Since inception (CAGR)
+11.82%

NAV history

39.6146.2852.9504-07-202303-07-2026₹55.73
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
17.44%
Downside dev (3y)
15.04%
Max drawdown (3y)
-28.1%
Sharpe (3y)
0.63
SIP XIRR (3y)
+10.14%
SIP XIRR (5y)
+16.69%
Calendar-year returns
2020 -6.4%2021 +57.3%2022 +15.6%2023 +37.3%2024 +32.4%2025 -3.7%

Fund facts

Launch date10-Jan-2008
Min lumpsum5000
AMCKotak Mahindra Asset Management Company Limited.