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  • Mutual Funds
  • Kotak Mahindra Asset Management Co Ltd
  • Kotak Equity Savings Fund (Growth)

Formerly Kotak Equity Savings Reg Gr

Kotak Equity Savings Fund (Growth)

Kotak Equity Savings Fund (Growth)

Hybrid

Equity Savings

16.0935

NAV (Nov 27)

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

6 Years

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

Relative Size

1,344 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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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

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Moderately Low

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Moderate

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Moderately High

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High

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Moderately High risk

2.2 %

Expense Ratio

Oct 13, 2014

Launched (6y ago)

₹ 1,344

AUM in Crores

INF174K01C78

ISIN

No Lock-in

Lock-in

IISL Nifty 50 TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Abhishek Bisen

Fund Manager

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Arjun Khanna

Fund Manager

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Harish Krishnan

Fund Manager

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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
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asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-27

Top Stock Holdings

Cash offset for derivatives

33.6%
33.6%

Kotak money market dir gr

13.8%
13.8%

Grasim industries ltd

9.2%
9.2%

Grasim industries ltd.-nov2020

9.2%
9.2%

Triparty repo

8.7%
8.7%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Financial services

19.3%
90%

Basic materials

14%
90%

Energy

9.1%
90%

Technology

6.5%
90%

Consumer defensive

4.6%
90%
See all sectorsright-arrow
comparison

Comparison with Hybrid Funds

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

21 Years

Age

5

Track Record

HDFC Hybrid Debt fund (G)

HDFC Hybrid Debt fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

19 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

16 Years

Age

5

Track Record

LIC MF Equity Hybrid Fund (G)

LIC MF 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 200,010 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 34 equity,162 debt and 26 hybrid funds.

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

    Kotak Savings Fund (G)

    Ultra Short

    Recommended

    Top Ranked

    ₹ 13,539 Cr

    Fund Size

    7.1%

    3Y returns

    Kotak Standard Multicap fund (G)

    Kotak Standard Multicap fund (G)

    Diversified

    Recommended

    Top Ranked

    ₹ 29,807 Cr

    Fund Size

    6.1%

    3Y returns

    Kotak Savings Fund (DP-M)

    Kotak Savings Fund (DP-M)

    Ultra Short

    Top Ranked

    ₹ 13,539 Cr

    Fund Size

    5.6%

    3Y returns

    Kotak Savings Fund (DR-D)

    Kotak Savings Fund (DR-D)

    Ultra Short

    Top Ranked

    ₹ 13,539 Cr

    Fund Size

    5.2%

    3Y returns

    Kotak Savings Fund (DP-W)

    Kotak Savings Fund (DP-W)

    Ultra Short

    Top Ranked

    ₹ 13,539 Cr

    Fund Size

    5.4%

    3Y returns

    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
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap 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

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 9 %
    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    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 8.1% 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, Arjun Khanna, Harish Krishnan, 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 as of 2020-11-27 is ₹ 16.0935. The total AUM (Asset Under Management) of the fund as of 2020-11-27 is ₹ 1343.854. The category risk of the Kotak Equity Savings Fund (G) fund is Moderately High risk. The fund charges 2.2 % as expense ratio.

    Kotak Equity Savings Fund (G) Holdings

    The fund’s highest allocation is towards others and has invested 59.8% in this asset class. The top three holdings of the fund are axis bank limited,axis bank limited and grasim industries ltd.-nov2020

    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.

    Kotak Equity Savings Fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR

    Kotak Equity Savings Fund (G) Review

    Kotak Equity Savings Fund (G) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Equity Savings Fund (G) has a score of 4 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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