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
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
No single fund can achieve what a plan can. Learn why
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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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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Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
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The Scripbox Promise
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About Kotak Equity Savings Fund (DP-Q)
About Kotak Equity Savings Fund (DP-Q)
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
Kotak Equity Savings Fund (DP-Q) 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 (DP-Q) NAV,AUM,Risk
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.
Kotak Equity Savings Fund (DP-Q) Holdings
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
Kotak Equity Savings Fund (DP-Q) 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 (DP-Q) 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 (DP-Q) Review
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.
