Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option
- Hybrid
- Equity Savings
- Moderately High
-
₹18.64
(-0.0251%)
Current NAV 11-10-2024
-
21.04%
1Y Returns
-
Min. SIP ₹100
Min. Investment ₹100
Returns
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This Fund | Category Avg. | Benchmark | |
---|---|---|---|
1W | 0.45% | 0.33% | -1% |
1M | 1.43% | 0.59% | -0.17% |
3M | 5.63% | 2.5% | 3.04% |
6M | 9.71% | 6.94% | 10.79% |
1Y | 21.04% | 15.73% | 28.48% |
2Y | 15.76% | 13.31% | 21.75% |
3Y | 13% | 8.89% | 13.09% |
5Y | 12.21% | 10.37% | 18.72% |
ALL | 9.74% | 8.61% | 14.32% |
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Standard Dev | Sharpe | Beta | Alpha | |
---|---|---|---|---|
Fund | 3.82% | 1.54% | 0.62% | 3.76% |
Category | 0% | 0% | 0% | 0% |
Riskometer
Investors understand that their principal will be at Moderately High risk
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Kotak Equity Savings Fund - Regular - Growth
3Y Returns13% (p.a.)
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Start SIPPortfolio Summary (as on 31-Aug-2024)
An insight into your portfolio composition.
Equity33.44% Debt10.12%
Equity Market Cap
Top 5 Sectors of Equity
Automobiles 3.72%
IT - Software 3.49%
Banks 3.39%
Retailing 2.59%
Diversified FMCG 2.24%
Top 5 Companies of Equity
BHARTI AIRTEL LTD. 4.24%
HDFC BANK LTD. 3.92%
Adani Ports and Special Economic Zone Limited 3.32%
RELIANCE INDUSTRIES LTD. 2.23%
Maruti Suzuki India Limited 2.18%
Debt Market Cap
Top 5 Sectors of Debt
10.12%
Top 5 Companies of Debt
PUNJAB NATIONAL BANK 1.68%
Central Government - 2030 1.44%
HDFC BANK LTD. 1.36%
Central Government - 2033 1.3%
Power Finance Corporation Ltd. 1.05%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From kotak Mutual Fund
Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
---|---|---|---|---|---|---|
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | 2.35% | 9.61% | 28.46% | 68.79% | 0% | |
KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN GROWTH | 2.04% | 7.05% | 24.3% | 65.73% | 0% | |
Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth | 3.77% | 16.96% | 24.25% | 64.78% | 0% | |
KOTAK QUANT FUND REGULAR PLAN GROWTH | 0.2% | 9.07% | 17.12% | 57.53% | 0% | |
Kotak Multicap Fund-Regular Plan-Growth | 1.71% | 13.67% | 21.71% | 55.25% | 0% | |
Kotak India EQ Contra Fund - Growth | 1.37% | 11.19% | 21.88% | 54.12% | 24.9% | |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | 1.01% | -1.23% | 19.58% | 53.78% | 29.91% |
Frequently Asked Questions
What is the current NAV of Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option as of 11-10-2024 is 18.64.
What is the benchmark of Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option?
kotak performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option?
The fund's top 5 sectors holdings are Automobiles, IT - Software, Banks, Retailing, Diversified FMCG,
How can I redeem my investments in Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option?
Redeeming your investments in Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Abhishek Bisen, Devender Singhal, Hiten Shah, Arjun Khanna, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option is Rs 7088.51 Crs. Crs.
Should I invest in Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal options?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
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