- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Equity Savings Fund (G)
Kotak Equity Savings Fund (G)
₹ 25.5084
NAV (Oct 15)
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
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 25.5084
NAV (Oct 15)
Fund Returns
Last 1Y | 19.3% |
Last 3Y | 11.8% |
Last 5Y | 12% |
Last 10Y | 9.8% |
Since Inception | 9.8% |
6 Month CAGR | 8% |
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 | 1.8 |
Launched (0y ago) | 1.8 |
AUM in Crores | 7643.9 |
ISIN | INF174K01C78 |
Lock-in | - |
Benchmark | NIFTY Equity Savings Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 4 |
Beta | 0.6 |
Sharpe Ratio | 1.7 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Equity Savings Fund (G) | 9,84,014 | 2,51,402 | 12% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
Others
31.2%Others
10%HDFC Bank Ltd.
7.9%Kotak Liquid - Plan A - Direct Plan-Growth
4.8%Adani Ports and Special Economic Zone Ltd.
3.8%Allocation by Sector
Financial
9.8%Automobile
4.8%Energy
4.5%Consumer Staples
4.4%Technology
3.4%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.7% | 15.7% | ||
14.8% | 8.4% | ||
- | 5.8% | ||
6.3% | 6.9% | ||
5.9% | 7.3% |
Kotak Equity Savings Fund (G) Review
Kotak Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 9.8% 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 10/15/2024 is ₹25.51 with the total AUM as of 10/16/2024 is ₹7643.872444. 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 Below Average.
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.
Frequently Asked Questions
What is Kotak Equity Savings Fund (G)?
How to invest in Kotak Equity Savings Fund (G)?
You can invest in Kotak Equity Savings Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Equity Savings Fund (G)?
The minimum sip amount for Kotak Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Equity Savings Fund (G) good to invest in?
As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Equity Savings Fund (G)?
The expense ratio of the Kotak Equity Savings Fund (G) is 1.8% for regular plan.
What is the NAV of Kotak Equity Savings Fund (G)?
Today's Kotak Equity Savings Fund (G) NAV is ₹25.51.