NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹69.73
0.28%
NAV as on 18 Dec 24, 12:00 AM
very high risk
equity infrastructure
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
equity infrastructure
equity
35.84%p.a.
Last 1Y
28.79%p.a.
Last 3Y
28.35%p.a.
Last 5Y
12.08%p.a.
Since Inception
About Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Equity - Infrastructure mutual fund scheme that predominantly invests in Equity - Infrastructure stocks of companies. Launched on Feb 2008, Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth is Equity - Infrastructure fund of its category with 2,395.27 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Infrastructure funds.
- Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth delivered 35.8% annual returns during the last year. It has delivered 12.1% average annual returns since the fund was launched.
- Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is 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. However, there is no assurance that the objective of the scheme will be realized.
Top 10 Holdings
Bharti Airtel Ltd
6.11%
Shree Cement Ltd
3.81%
Larsen & Toubro Ltd
3.30%
UltraTech Cement Ltd
3.27%
Solar Industries India Ltd
3.21%
Kajaria Ceramics Ltd
3.02%
Greenpanel Industries Ltd Ordinary Shares
2.87%
Zen Technologies Ltd
2.73%
Kalpataru Projects International Ltd
2.63%
VST Tillers Tractors Ltd
2.62%
Fund Managers
- Nalin Bhatt (Oct 2023 - Present)
Key Information
View Scheme Document
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth SIP Calculator
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NRI Mutual Fund Tax on Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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