Kotak Infrastructure and Economic Reform Fund
Direct · Growth ₹79.36
20 Apr 2026
NAV
19.8%
3Y CAGR
18.0%
5Y CAGR
19.0%
10Y CAGR
19.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.96
Sharpe
-46.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.04 L | 25.1% | -61.5% | 135.3% |
| 3 Years | ₹36.00 L | ₹48.42 L | 19.7% | -27.3% | 48.5% |
| 5 Years | ₹60.00 L | ₹98.10 L | 18.6% | -12.5% | 42.4% |
| 10 Years | ₹1.20 Cr | ₹3.39 Cr | 20.3% | 16.9% | 24.9% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 25.1% | 2.1% | +23.0% |
| 3 Years | 19.7% | 11.2% | +8.5% |
| 5 Years | 18.6% | 11.1% | +7.5% |
| 10 Years | 20.3% | 11.9% | +8.4% |