Kotak Infrastructure and Economic Reform Fund Direct-Growth
Equity: Thematic-Infrastructure - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-InfrastructureBenchmark: NIFTY Infrastructure Total Return IndexCheck Portfolio Overlap →
NAV: ₹78.55-0.99%
22 Oct 2026
Similar Funds
Side-by-side comparison of Kotak Infrastructure and Economic Reform Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +-0.00% | -3.24% | 7 / 22 |
| 3Y Return | +13.83% | 13.74% | 10 / 19 |
| 5Y Return | +16.70% | 15.91% | 7 / 19 |
| 10Y Return | +15.48% | 15.14% | 9 / 19 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Thematic-Infrastructure
Top funds by AUM in the Equity: Thematic-Infrastructure category — see how Kotak Infrastructure and Economic Reform Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY Infrastructure Total Return Index
Top funds tracking the NIFTY Infrastructure Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Kotak Infrastructure and Economic Reform Fund Direct-Growth?
Funds similar to Kotak Infrastructure and Economic Reform Fund Direct-Growth in the Equity: Thematic-Infrastructure category include ICICI Prudential Infrastructure Direct-Growth, Nippon India Power & Infra Fund Direct-Growth, and DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Kotak Infrastructure and Economic Reform Fund Direct-Growth in its category?
On a 3-year return basis Kotak Infrastructure and Economic Reform Fund Direct-Growth is ranked 10 out of 19 funds in the Equity: Thematic-Infrastructure category as of 21 Oct 2026. On a 5-year return basis it ranks 7 out of 19. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Kotak Infrastructure and Economic Reform Fund Direct-Growth's expense ratio compare to similar funds?
Kotak Infrastructure and Economic Reform Fund Direct-Growth has an expense ratio of 0.85%. The peers ICICI Prudential Infrastructure Direct-Growth has an expense ratio of 1.31% and Nippon India Power & Infra Fund Direct-Growth has 1.11%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Kotak Infrastructure and Economic Reform Fund Direct-Growth's AUM compare to similar funds?
Kotak Infrastructure and Economic Reform Fund Direct-Growth has an AUM of ₹2,333.52 crore. The peers ICICI Prudential Infrastructure Direct-Growth has an AUM of ₹8,227.31 crore and Nippon India Power & Infra Fund Direct-Growth has ₹7,866.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Infrastructure?
The top performing fund in the Equity: Thematic-Infrastructure category on a 3-year basis is LIC MF Infrastructure Fund Direct-Growth with a CAGR of 20.10% as of 21 Oct 2026. Kotak Infrastructure and Economic Reform Fund Direct-Growth has delivered 13.83% CAGR over the same period, ranking 10 out of 19 funds. You can view and compare the full category ranking on sharpely.
How does Kotak Infrastructure and Economic Reform Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Kotak Infrastructure and Economic Reform Fund Direct-Growth has a Sharpe ratio of 0.53 compared to the Equity: Thematic-Infrastructure average of 0.54 as of 21 Oct 2026. It ranks 10 out of 19 funds in its category on Sharpe ratio.