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20327
Kotak Equity Savings Fund - Direct (G)
10.70
6.00
10.78
0.39
0.93
1.51
2.78
9.91
5
1.67
10.78
Kotak Equity Savings Fund - Direct (G)
1.58
9.61
1.19
3.5
5 Years

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  • NAV

    30.36

    22 Jul 2026

  • -0.30%

     1 Day

  • 10.70%

    3Y CAGR returns

Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 1.11%

    Expense Ratio

  • 4

     Rating

  • 10,223 Cr

    Fund Size

  • 11 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 22 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 6.00%
  • 10.70%
  • 10.78%
  • 9.91

Scheme Allocation

By Holding By Sector By Asset
6.57%
6.14%
3.62%
3.32%
3.13%
77.22%
View All

Advance Ratio

  • 4.68Alpha
  • 1.82SD
  • 0.43Beta
  • 0.82Sharpe

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
High High Very
High

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

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