Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option

Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option

  • Current NAV

    ₹17.55 0.0351%

    22-05-2024
  • Annual Returns

    19.29%

  • Min. SIP ₹100

    Min. Investment ₹100

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Calculate SIP Returns of Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

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I want

Annual returns
I can wait for

I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 1.13% 0.85% 1.43%
1M 1.73% 1.45% 1.93%
3M 3.11% 2.68% 2.35%
6M 10.8% 8.18% 14.31%
1Y 19.29% 15.66% 25.12%
2Y 14.15% 11.68% 19.1%
3Y 12.05% 9.39% 15.47%
5Y 10.83% 9.2% 15.36%
ALL 9.37% 8.28% 14.05%

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Risk scale

Moderately High

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Fund Managers

Abhishek Bisen
Abhishek Bisen

Fund Manage - 33

Total AUM. - 0Cr.

Hiten Shah
Hiten Shah

Fund Manage - 4

Total AUM. - 54601Cr.

Arjun Khanna
Arjun Khanna

Fund Manage - 24

Total AUM. - 169639Cr.

Devender Singhal
Devender Singhal

Fund Manage - 12

Total AUM. - 20480Cr.

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Portfolio Analysis

Equity33.9% Debt13.87% Others43.3%

Market Cap

Top 5 Sectors

Financial

Energy

Automobile

Consumer Staples

Services

Top 5 Companies

HDFC Bank Ltd.

ICICI Bank Ltd.

Adani Ports and Special Economic Zone Ltd.

Maruti Suzuki India Ltd.

Power Finance Corporation Ltd.

Market Cap

Top 5 Sectors

Financial

Sovereign

Energy

Top 5 Companies

Reserve Bank of India% 91-D 27/06/2024

Axis Bank Ltd.% 17/05/2024

HDB Financial Services Ltd.% 83-D 22/07/2024

GOI% 22/09/2033

7.37% Power Finance Corporation Ltd. 22/05/2026

Market Cap

Top 5 Sectors

Others

Construction

Top 5 Companies

Others

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From Kotak Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth 2.54% 4.02% 19.64% 70.89% 0%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 10.16% 16.67% 45.58% 66.92% 0%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth 9.58% 18.59% 38.11% 61.12% 26.65%
Kotak Multicap Fund-Regular Plan-Growth 4.67% 5.6% 27.57% 58.26% 0%
Kotak Manufacture in India Fund - Regular Plan Growth 8.47% 13.18% 30% 54.16% 0%
Kotak India EQ Contra Fund - Growth 5.42% 7.29% 27.16% 51.18% 20.97%
See More About Kotak Mutual Fund

Top Fund's Comparisions

Bandhan Small Cap Fund - Regular Plan - Growth

3Y Returns28.67%

AUM 3880Cr.

VS

Quant Small Cap Fund-Growth

Returns34%

AUM 13002Cr.

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ICICI Prudential Infrastructure Fund - Growth

3Y Returns39.28%

AUM 3693Cr.

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HDFC Infrastructure Fund - Growth Plan

Returns37.94%

AUM 1311Cr.

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HDFC Small Cap Fund - Growth Option

3Y Returns28.26%

AUM 26837Cr.

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HSBC Small Cap Fund - Regular Growth

Returns31.17%

AUM 13231Cr.

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Nippon India Small Cap Fund - Growth Plan - Growth Option

3Y Returns33.82%

AUM 43816Cr.

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Quant Small Cap Fund-Growth

Returns34%

AUM 13002Cr.

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Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for a wide range of investors seeking investment opportunities from short to long periods, offering a versatile approach to wealth accumulation.
  • Suitability Strategy of this fundStrategy
  • Utilizes a combination of equity and debt investments, dynamically adjusting the mix to respond to market conditions, aiming to optimize returns while minimizing risk.
  • Suitability Duration of this fundDuration
  • A recommended minimum investment period of 1-3 years allows investors to benefit from both the growth potential of equities and the stability of fixed-income securities through various market phases.
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates low volatility due to the diversified blend of equities and fixed-income securities, with the fund
  • Suitability Returns Expectation of this fundReturns Expectation
  • Targets a balanced compounded annual growth rate (CAGR) of 10-15%, offering a harmonious blend of stability and growth potential.

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 22-05-2024 is 17.5483.

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 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.

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 3658.01 Crs.

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.

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.

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 holdings are in Bajaj holdings and investment Financial, Energy, Automobile, Consumer Staples, Services.

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.

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.

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.

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.

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