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NAVs as of 20 Aug 2026

Kotak Infrastructure and Economic Reform Fund - Direct Plan - ayoutDirect · IDCW1 of 4 funds

Add a second fund to compare. Until then every figure below is shown against the Sectoral/ Thematic median (250 funds), which is the only comparison one fund can support.

Growth of ₹100 (rebased over the selected window)

Common period 02 Feb 201520 Aug 2026. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one. Nifty 500 history starts 25 Jul 2016, so that benchmark is not plotted over this window — pick a shorter range to see it.

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Growth of ₹100, sampled across the common period
DateKotak Infrastructure and Economic Reform Fund - Direct Plan - ayout
02 Feb 2015₹100.00
19 Jan 2016₹90.08
05 Jan 2017₹111.52
22 Dec 2017₹159.69
09 Dec 2018₹123.25
25 Nov 2019₹134.93
11 Nov 2020₹123.46
28 Oct 2021₹227.28
14 Oct 2022₹251.93
01 Oct 2023₹331.31
16 Sep 2024₹522.75
03 Sep 2025₹478.15
20 Aug 2026₹528.56
Kotak Infrastructure and Economic Reform Fund - Direct Plan - ayout compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Sectoral/ Thematic median.
Metric
Kotak Mahindra · Direct · IDCW
NAV ₹83.54
Very High risk
★★★★☆
Category median
Sectoral/ Thematic · 250 funds
+9.66%+5.11%
+18.12%+13.02%
+20.99%+11.14%
+16.59%+12.26%
+15.51%+11.82%
+18.08%
+18.32%+14.62%
+18.32%+12.95%
+16.97%+13.24%
Risk
17.45%15.88%
0.670.35
0.890.47
-46.57%-25.18%
Nifty 500
+4.60%+1.40%
1.260.98
134.0%101.5%
123.5%97.0%
0.84%1.14%
₹2,430Cr₹1,162Cr
0.50%
None
₹100
₹100
38%45%
Nalin Rasik Bhatt · 2.9y
02 Feb 2015
49
45.8%
0.3%

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.