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20327
Kotak Equity Savings Fund - Direct (G)
10.99
6.23
10.76
-0.26
1.16
3.10
2.76
9.95
5
1.67
10.76
Kotak Equity Savings Fund - Direct (G)
1.67
10.76
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    30.80

    20 Aug 2026

  • 0.13%

     1 Day

  • 10.99%

    3Y CAGR returns

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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 1.0964%

    Expense Ratio

  • 4

     Rating

  • 10,409 Cr

    Fund Size

  • 11 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 20 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 6.23%
  • 10.99%
  • 10.76%
  • 9.95

Scheme Allocation

By Holding By Sector By Asset
6.48%
5.98%
5.66%
3.56%
2.90%
75.42%
View All

Advance Ratio

  • 4.61Alpha
  • 1.81SD
  • 0.43Beta
  • 0.79Sharpe

Exit Load & Tax Implication

  • Exit Load
  • For redemption/switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 90 Days from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 90 Days from the date of allotment. Nil - If units are redeemed or switched out on or after 90 Days from the date of allotment.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

To generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.

Fund Managers

Devender Singhal

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Kotak Mahindra Mutual Fund

20327
  • Fund Name

AMC Contact Details

  • Address :
  • 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com
Mutual Fund by Category
Equity Debt Hybrid

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