sectorHigh risk

Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth Option

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Kotak Mahindra Mutual Fund. It's been running since 2 Feb 2015.

Latest price per unit

₹85.16

▲ 0.84% today

As of 3 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.11 L

▲ ₹11.4k gain · 11.4% / year

Invested 3 years ago

₹1.62 L

▲ ₹61.9k gain · 17.4% / year

Invested 5 years ago

₹2.44 L

▲ ₹1.44 L gain · 19.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

17.5%

The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-46.00%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year11.41%

CAGR — 3 years17.41%

CAGR — 5 years19.49%

CAGR — since launch15.65%

Volatility — 1 year (annualised)16.64%

Volatility — 3 years (annualised)17.55%

Max drawdown — 1 year-13.13%

Max drawdown — 3 years-27.73%

Sharpe ratio — 1 year (rf=6%)0.30

Sharpe ratio — 3 years (rf=6%)0.58

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Direct
Option: Growth
ISIN (Growth): INF178L01AL9
ISIN (Div re-invest): —
Fund code: 133801
First price on record: 2 Feb 2015 · 2,855 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.