Kotak Equity Savings Fund
1,000
Min SIP
5,000
Min Lumpsum
1.02 %
Expense Ratio
Rating
2,171
Fund Size (in Cr)
9 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 10.7% | 13.3% | 9.5% | 9.4% | ||||
| Category Average | 14.1% | 24.8% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Reliance Industr
ICICI Bank
Adani Ports
ITC
HDFC Bank
Others
Advance Ratio
0.56
Alpha
1.21
SD
0.25
Beta
0.86
Sharpe
Exit Load
| 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. |
|---|
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 - Fund Manager
Mr Devendra Singhal has 14 years of equity and fund management research experience. His main focus at KMAMC is to cover media, automotive, and FMCG research. He worked for Kotak Portfolio Management Services before joining the company’s AMC division. He has been consistently involved in the Kotak Group for nearly 12 years. He previously worked as a fund manager at Religare and at Karvy.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Equity Savings .
-
- 140
-
10.8%Fund Size - 140
-
16.6%Fund Size - 140
-
8.5%Fund Size - 140
-
- Hybrid .
- Equity Savings .
-
- 422
-
10.4%Fund Size - 422
-
16.5%Fund Size - 422
-
10.6%Fund Size - 422
-
- Hybrid .
- Equity Savings .
-
- 2,568
-
10%Fund Size - 2,568
-
15.3%Fund Size - 2,568
-
9.3%Fund Size - 2,568
-
- Hybrid .
- Equity Savings .
-
- 456
-
8.9%Fund Size - 456
-
12.3%Fund Size - 456
-
7.6%Fund Size - 456
-
- Hybrid .
- Equity Savings .
-
- 120
-
8%Fund Size - 120
-
12.1%Fund Size - 120
-
8%Fund Size - 120
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
2,83,896 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
How to invest in Kotak Equity Savings Fund ?
You can invest in Kotak Equity Savings Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Equity Savings Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Equity Savings Fund ?
The NAV of Kotak Equity Savings Fund is ₹21.7 as of 01 June 2023.
How to redeem Kotak Equity Savings Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Kotak Equity Savings Fund?
The minimum SIP amount of Kotak Equity Savings Fund is ₹1000
What are the top sectors Kotak Equity Savings Fund has invested in??
The top sectors Kotak Equity Savings Fund has invested in are
- Reliance Industr - 6.38%
- ICICI Bank - 4.88%
- Adani Ports - 4.41%
- ITC - 4.37%
- HDFC Bank - 3.49%
How much returns have Kotak Equity Savings Fund generated ?
The Kotak Equity Savings Fund has delivered 9.4% since inception
What is the expense ratio of Kotak Equity Savings Fund ?
The expense ratio of Kotak Equity Savings Fund is 1.02 % as of 01 June 2023.
What is the AUM of Kotak Equity Savings Fund?
The AUM of Kotak Equity Savings Fund is ₹2,83,896 Cr as of 01 June 2023
What are the top stock holdings of Kotak Equity Savings Fund?
The top stock holdings of Kotak Equity Savings Fund are
- Reliance Industr - 6.38%
- ICICI Bank - 4.88%
- Adani Ports - 4.41%
- ITC - 4.37%
- HDFC Bank - 3.49%