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Jama - Kotak Infrastructure & Economic Reform Fund


Kotak Infrastructure & Economic Reform Fund

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Equity-Sectoral-Infrastructure
NAV : 52.695
(-0.4089999999999989
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)
AUM : ₹7 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.65%5.28%19.36%29.0%20.65%40.1%22.91%



NAV History



Expense Ratio Trends


Fund Details

An open-ended equity scheme following infrastructure & economic reform
NAV52.695
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio76.0%
Exit Load : I) For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment 1%; ii) For redemptions / switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment NIL; iii) Any exit load charged (net off Service Tax, if any) shall be credited back to the Scheme; iv) Units issued on reinvestment of dividends shall not be subject to entry and exit load. (applicable for all plans)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,09,251₹1,08,871₹380
After 1 year₹1,28,999₹1,27,162₹1,838
After 3 years₹2,74,997₹2,63,839₹11,158
After 20 years₹8,48,89,128₹6,44,06,183₹2,04,82,944

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


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Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 40.1% Past 3 yr Data




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.
Fund Manager:
Harish krishnan