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 Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
1,351 Cr. Large within the category
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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 to Moderate
Low to Moderate Risk
Oct 13, 2014
Launched (7y ago)
AUM in Crores
IISL Nifty 50 TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
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.
Comparison with Hybrid Funds
Multi Asset Allocation
About the AMC
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth 220,225 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.
₹ 12,325 Cr
₹ 32,453 Cr
₹ 12,325 Cr
₹ 12,325 Cr
₹ 12,325 Cr
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Kotak Equity Savings Fund (DP-Q) is a equity savings hybrid fund and has delivered an annualised return of 8.1% over a period of 7 years ..The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund managers are Abhishek Bisen, Arjun Khanna, Harish Krishnan, Hiten Shah
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.
The Kotak Equity Savings Fund (DP-Q) fund was launched on Oct 13, 2014. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-03-05 is ₹ 12.3823. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 1350.445. The category risk of the Kotak Equity Savings Fund (DP-Q) fund is Low to Moderate Risk. The fund charges 2.23 % as expense ratio.
The fund’s highest allocation is towards others and has invested 68.8% in this asset class. The top three holdings of the fund are axis bank limited,axis bank limited and grasim industries ltd.-feb2021
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.
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 (DP-Q) 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 (DP-Q) 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.