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    • Kotak Equity Savings Fund (Growth)

    Formerly Kotak Equity Savings Reg Gr

    Kotak Mutual Fund

    Kotak Equity Savings Fund (Growth)

    HybridEquity Savings

    17.8899

    NAV (Sep 15)

    8.9%
    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 ->

    Track Record

    7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

    Relative Size

    1,542 Cr. Large within the category

    Category View

    Relatively Poor. The category has a relatively poor investment outlook

    Consistency Of Performance

    Relatively moderate. The historical performance of the fund has been OK

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only

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    Historical NAV

    17.8899

    NAV (Sep 15)

    Fund Returns

    16.2%
    Last 1Y
    8.8%
    Last 3Y
    8.9%
    Last 5Y
    NA
    Last 10Y
    8.8%
    Since Inception
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderately High risk

    Expense Ratio
    2.22 %
    Launched (7y ago)
    Oct 13, 2014
    AUM in Crores
    ₹ 1,542
    ISIN
    INF174K01C78
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 50 TR INR
    SIP Minimum
    ₹ 1,000
    Lumpsum Min.
    ₹ 5,000
    Fund Managers
    user-avatar

    Abhishek Bisen

    Fund Manager

    user-avatar

    Devender Singhal

    Fund Manager

    user-avatar

    Hiten Shah

    Fund Manager

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    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    Aggressive Hybrid

    26 Years

    Age

    5

    Track Record

    ICICI Prudential Equity & Debt Fund (G)

    ICICI Prudential Equity & Debt Fund (G)

    Aggressive Hybrid

    22 Years

    Age

    5

    Track Record

    HDFC Hybrid Debt Fund (G)

    HDFC Hybrid Debt Fund (G)

    Conservative Hybrid

    18 Years

    Age

    5

    Track Record

    LIC MF Equity Hybrid Fund (G)

    LIC MF Equity Hybrid Fund (G)

    Aggressive Hybrid

    22 Years

    Age

    5

    Track Record

    Sundaram Equity Hybrid Fund (G)

    Sundaram Equity Hybrid Fund (G)

    Aggressive Hybrid

    21 Years

    Age

    5

    Track Record

    amc-icon

    About the AMC

    Kotak Mahindra Asset Management Co Ltd

    Kotak Mahindra Asset Management Co Ltd manages assets worth 274,398 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,162 debt and 26 hybrid funds.

    amc-img

  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Kotak Savings Fund (G)

    Kotak Savings Fund (G)

    Ultra Short

    Recommended

    Top Ranked

    ₹ 14,236 Cr

    Fund Size

    6.20%

    3 Year CAGR

    3 Y CAGR

    Kotak Bluechip fund (G)

    Kotak Bluechip fund (G)

    Large Cap

    Recommended

    Top Ranked

    ₹ 3,232 Cr

    Fund Size

    15.00%

    5 Year CAGR

    5 Y CAGR

    Kotak Savings Fund of Income Dis cum Cap wdrl (RIDCW-D)

    Kotak Savings Fund of Income Dis cum Cap wdrl (RIDCW-D)

    Ultra Short

    Top Ranked

    ₹ 14,236 Cr

    Fund Size

    4.80%

    3 Year CAGR

    3 Y CAGR

    Kotak Savings Fund of Income Dis cum Cap wdrl (PIDCW-M)

    Kotak Savings Fund of Income Dis cum Cap wdrl (PIDCW-M)

    Ultra Short

    Top Ranked

    ₹ 14,236 Cr

    Fund Size

    5.10%

    3 Year CAGR

    3 Y CAGR

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (RIDCW-A)

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (RIDCW-A)

    Large Cap

    Top Ranked

    ₹ 3,232 Cr

    Fund Size

    12.30%

    5 Year CAGR

    5 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Kotak Equity Savings Fund (G)

    About Kotak Equity Savings Fund (G)

    Kotak Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.8% over a period of 6 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, Devender Singhal, Hiten Shah

    Kotak Equity Savings Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Kotak Equity Savings Fund (G) NAV,AUM,Risk

    The Kotak Equity Savings Fund (G) fund was launched on Oct 13, 2014. The NAV (Net Asset Value) of this Equity Savings Hybrid fund as of 2021-09-15 is ₹17.89. The total AUM (Asset Under Management) of the fund as of 16/09/2021 is ₹1541.304. The category risk of the Kotak Equity Savings Fund (G) fund is Moderately High risk. The fund charges 2.22 % as expense ratio.

    Kotak Equity Savings Fund (G) Holdings

    The fund’s highest allocation is towards Others and has invested 60.3% in this asset class. The top three holdings of the fund are , cash offset for derivatives , kotak money market dir gr , govt stock , icici bank ltd , cnx nifty-sep2021 , steel authority of india ltd , steel authority of india ltd.-sep2021 , kotak liquid dir gr , reliance industries ltd , adani port and special economic zone ltd.-sep2021 , adani ports & special economic zone ltd , icici bank ltd.-sep2021 , grasim industries ltd , grasim industries ltd.-sep2021 , tata consultancy services ltd , adani enterprises ltd.-sep2021 , adani enterprises ltd , itc ltd , bharti airtel ltd , infosys ltd , state bank of india , hdfc bank ltd , maruti suzuki india ltd , canara bank-sep2021 , canara bank , tata steel ltd , tata steel ltd.-sep2021 , persistent systems ltd , housing development finance corp ltd , triparty repo , ntpc ltd , sun tv network ltd.-sep2021 , sun tv network ltd , indiabulls housing finance ltd , indiabulls housing finance ltd.-sep2021 , vedanta ltd.-sep2021 , vedanta ltd , axis bank ltd , reliance industries ltd.-sep2021 , tata consultancy services ltd.-sep2021 , nmdc ltd.-sep2021 , nmdc ltd , emami ltd , jindal steel & power ltd , jindal steel & power ltd.-sep2021 , gland pharma ltd , larsen & toubro ltd , hdfc ltd.-sep2021 , indian oil corp ltd , sbi life insurance company ltd-sep2021 , sbi life insurance company limited , dlf ltd.-sep2021 , bharat petroleum corp ltd , dlf ltd , united breweries ltd , bharti airtel ltd-sep2021 , motherson sumi systems ltd , power finance corporation limited , ramco cements ltd , zee entertainment enterprises ltd , zee entertainment enterprises ltd-sep2021 , tata power co ltd , godrej consumer products ltd , tata power co. ltd.-sep2021 , jubilant foodworks ltd , jsw steel ltd.-sep2021 , jsw steel ltd , hindalco industries ltd-sep2021 , hindalco industries ltd , bank of baroda-sep2021 , bank of baroda , mahindra & mahindra ltd , infosys ltd.-sep2021 , indusind bank ltd , indusind bank ltd.-sep2021 , manappuram finance ltd-sep2021 , manappuram finance ltd , bharat electronics ltd , dabur india ltd , dabur india ltd.-sep2021 , aurobindo pharma ltd.-sep2021 , aurobindo pharma ltd , hdfc ltd. , national aluminium co ltd , national thermal power corporation limited-sep2021 , chennai super king , national aluminium company ltd-sep2021 , escorts ltd.-sep2021 , escorts ltd , marico ltd.-sep2021 , marico ltd , itc ltd.-sep2021 , pidilite industries ltd.-sep2021 , pidilite industries ltd , tata chemicals ltd-sep2021 , tata chemicals ltd , eris lifesciences ltd registered shs , federal bank ltd.-sep2021 , the federal bank ltd , net current assets/(liabilities) , indian oil corporation ltd-sep2021 , sun pharmaceuticals industries ltd.-sep2021 , sun pharmaceuticals industries ltd , cipla ltd.-sep2021 , cipla ltd , reliance industries ltd. , tech mahindra ltd , motherson sumi systems ltd.-sep2021 , united spirits ltd.-sep2021 , united spirits ltd , hindustan unilever ltd.-sep2021 , hindustan unilever ltd , max financial services ltd.-sep2021 , max financial services ltd , srf ltd.-sep2021 , srf ltd , lupin ltd.-sep2021 , lupin ltd , tech mahindra ltd.-sep2021

    Kotak Equity Savings Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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