• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Equity Savings Fund (Growth)

Formerly Kotak Equity Savings Reg Gr

Kotak Mutual Fund

Kotak Equity Savings Fund (Growth)

HybridEquity Savings

18.8378

NAV (Aug 05)

8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in equity savings mutual funds.

However, Scripbox does not recommend investing in equity savings mutual funds.

Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,908 Cr

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

View all 7 analysis

View Less

Scripbox Recommended Equity Funds

Want the large cap equity funds that are right for your long term equity investment needs?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.8378

NAV (Aug 5)

Fund Returns

Last 1Y

7.3%

Last 3Y

10%

Last 5Y

8%

Last 10Y

NA

Since Inception

8.4%

6 Month CAGR

1.6%

Scheme Information

Investment Objective

The investment objective of the scheme is 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.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Expense Ratio

2.13

Launched (8y ago)

Oct 13, 2014

AUM in Crores

1908.194

ISIN

INF174K01C78

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Arjun Khanna

Fund Manager

Devender Singhal

Fund Manager

Hiten Shah

Fund Manager

Abhishek Bisen

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

cash offset for derivatives

34.1%
34.1%

triparty repo

11.9%
11.9%

kotak money market dir gr

10.3%
10.3%

reliance industries ltd

5.1%
5.1%

icici bank ltd

4.9%
4.9%
See all holdings

Allocation by Sector

financial services

16.4%
16.4%

energy

8.7%
8.7%

basic materials

8%
8%

consumer cyclical

7.8%
7.8%

technology

5.7%
5.7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 278,893 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Kotak Gold Fund (G)
    Kotak Gold Fund (G)

    12.6%

    6.7%

    12.6%

    6.7%

    12.6%

    6.7%

    4.7%

    7.3%

    -

    23%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Kotak Equity Savings Fund (G) Review

    Kotak Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.4% over a period of 7 years. The fund was previously known as Kotak Equity Savings Reg Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Arjun Khanna, Devender Singhal, Hiten Shah.

    Nav of Kotak Equity Savings Fund (G) as of 8/5/2022 is ₹18.84 with the total AUM as of 8/6/2022 is ₹1908.194. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Equity Savings Fund (G) was launched on Oct 13, 2014. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Kotak Equity Savings Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Kotak Equity Savings Fund (G)?

    Kotak Equity Savings Fund (G) is a Equity Savings Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Kotak Equity Savings Fund (G)?

    You can invest in Kotak Equity Savings Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Kotak Equity Savings Fund (G)?

    The minimum sip amount for Kotak Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Kotak Equity Savings Fund (G) good to invest in?

    As per Scripbox experts, Kotak Equity Savings Fund (G) is a Neutral fund. You can investKotak Equity Savings Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Kotak Equity Savings Fund (G)?

    The expense ratio of the Kotak Equity Savings Fund (G) is 2.13% for regular plan.