ReviewDirect · Growth
Kotak Infrastructure and Economic Reform Fund
Kotak Mahindra Mutual FundEquity Scheme - Sectoral/ Thematic11.6 years
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms.
- NAV
- 81.781
- 15 Sept 2026
- 1Y
- +9.5%
- Trailing CAGR
- AUM
- ₹2,492.98 Cr
- 31 Aug 2026
- Volatility
- High
- 16.3% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+9.5%
- 3Y+15.8%
- 5Y+19.0%
- 10Y+16.6%
- SI+15.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+15.5%
- 3Y+11.0%
- 5Y+17.6%
- 10Y+19.3%
- Since inception
- +15.6%
- Calendar-day CAGR
- Excess 1Y
- +3.4%
- Category median, same plan and option
- 3Y win rate
- +70%
- Windows beating the median
- 3Y percentile
- 67
- Vs comparable share classes
- Worst rolling 3Y
- -10.8%
- 2121 daily-ending windows
- Median rolling 3Y
- +19.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +99%
- 1632 daily-ending windows
- SIP 3Y XIRR
- +11.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 117 recovered episodes
- Longest recovery
- 528 days
- Trough to prior peak
- Current spell
- 3 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
12 Jan 2018 – 4 Feb 2021
Trough 24 Mar 2020 · recovered in 317 days
-46.0%
27 Sept 2024 – 13 Aug 2026
Trough 3 Mar 2025 · recovered in 528 days
-27.7%
6 Aug 2015 – 29 Jun 2016
Trough 29 Feb 2016 · recovered in 121 days
-18.9%
17 Jan 2022 – 1 Aug 2022
Trough 7 Mar 2022 · recovered in 147 days
-15.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
67
Vs category
71
Consistency
68
Risk-adjusted
58
Drawdown
0
Mean
53
Portfolio
31 Aug 2026 · 51 holdings · top 10 are 46.6%.
- Top 5
- 32.4%
- Top 10
- 46.6%
- Largest holding
- 9.3%
- Effective holdings
- 28.1
Larsen & Toubro Ltd
Industrials
9.3%
Bharti Airtel Ltd
Technology
7.8%
Reliance Industries Ltd
Energy & Utilities
7.4%
Solar Industries India Ltd
Materials
4.4%
Kalpataru Power Transmission Ltd
Industrials
3.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 70% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- +0.2%
- 3Y
- +13.9%
- Vol
- 14.1%
- Max DD
- -21.5%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns