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Kotak Equity Savings Fund Direct-Growth rating rating rating rating rating

Hybrid Equity Savings

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

9.87%

3 Yrs CAGR returns

9.36%

5 Yrs CAGR returns

8.47%

NAV as on 25 Nov

₹ 15.4 by 0.06 ( 0.41%)

Expense ratio

1.27

Exit load

1%

Fund Size (Cr)

₹ 2158.2


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Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Others 40.11
Financial 37.88
Technology 4.48
Energy 4.2
FMCG 3.37
Automobile 2.24
Construction 1.8
Cons Durable 1.71
Health Care 1
Chemicals 0.97
Top 10 Sectors %
Others 33.66
Banking 9.79
Crude Oil & Natural Gas 9.05
Others 7.13
Housing Finance 5.96
Mutual Funds 5.4
Others 3.69
Banking 3.43
Hire Purchase 3.41
Housing Finance 2.65
Fund house details
Fund House Kotak Mutual Fund
Fund Manager Arjun Khanna
Fund Setup Date 17 Sep 2014
Address 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E)
Contact 022-61152100, 1800222626
Email ID mutual@kotak.com