- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Equity Savings Fund (G)
Kotak Equity Savings Fund (G)
₹ 25.23
NAV (May 08)
Equity Savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
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
Scheme Information
The scheme seeks 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.
Expense Ratio | 1.76 % |
Launched 10Y ago | 2014-10-13 |
AUM in Crores | 8043.3 |
ISIN | INF174K01C78 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Equity Savings Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 5 |
Beta | 0.7 |
Sharpe Ratio | 0.6 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Others
31.2%Others
10.02%HDFC Bank Ltd.
7.92%Kotak Liquid - Plan A - Direct Plan-Growth
4.77%Adani Ports and Special Economic Zone Ltd.
3.83%
Allocation by Sector
Financial
6.33%Energy
5.75%Automobile
5.01%Consumer Staples
4.82%Services
4.69%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 55,360 cr | ||
₹ 3,363 cr | ||
₹ 12,239 cr | ||
₹ 5,670 cr | ||
₹ 23,229 cr |
Kotak Equity Savings Fund (G) Review
Kotak Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 9.2% over 10 years. The fund has grown over a period of 10 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Abhishek Bisen, Arjun Khanna, Devender Singhal, Hiten Shah.
Nav of Kotak Equity Savings Fund (G) as of 5/8/2025 is ₹25.23 with the total AUM as of 5/10/2025 is ₹8043.3. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Equity Savings Fund (G) was launched on 2014-10-13. The category risk of the fund is Moderately High.
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.