How one infrastructure mutual fund grew a ₹10,000 monthly SIP to over ₹1 crore in 18 years

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Kotak Infra Fund Turns ₹10K SIP into ₹1 Cr in 18 Years, Outperforms Benchmark

Kotak Infra Fund Turns ₹10K SIP into ₹1 Cr in 18 Years, Outperforms Benchmark

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CNBC TV18•11-03-2026, 13:16

Kotak Infra Fund Turns ₹10K SIP into ₹1 Cr in 18 Years, Outperforms Benchmark

•Kotak Infrastructure and Economic Reform Fund's ₹10,000 monthly SIP yielded ₹1.03 crore from ₹21.5 lakh investment over 18 years.
•The fund achieved a compounded annual growth rate (CAGR) of over 15%, with its direct plan delivering over 18% since inception.
•Managed by Nalin Rasik Bhatt, the fund has ₹2,353 crore AUM and invests in infrastructure-linked sectors like roads, power, and telecom.
•It has outperformed its primary benchmark, Nifty Infrastructure TRI, generating an alpha of nearly 6%.
•Investors are cautioned that sector-focused funds are volatile; past performance doesn't guarantee future returns.

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