Kotak Equity Savings Fund - Regular - Growth

Kotak Equity Savings Fund - Regular - Growth is a fund scheme from Kotak mutual fund. It falls under a Equity Savings category. After being launched on 2014-10-13. Kotak Equity Savings Fund - Regular - Growth has achieved Rs 8176.82 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 1.76%.

• Investing Strategy:

  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.

• Performance:

  Kotak Equity Savings Fund - Regular - Growth trailing returns over different times are 8.41% (1 year), 12.17% (3 year), 13.18% (5 year). The average annual return of this fund stands at 8.41%

• Fund Manager & Portfolio Allocation:

  Abhishek Bisen, Devender Singhal, Hiten Shah, Arjun Khanna are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Consumer Cyclical, Communication Services, Utilities, Basic Materials, , Sectors. First five holdings of this fund are Indus Towers Ltd Ordinary Shares, Bharti Airtel Ltd, Maruti Suzuki India Ltd, HDFC Bank Ltd, Vedanta Ltd, National Bank For Agriculture And Rural Development, 7.02% Govt Stock 2031, 7.32% Govt Stock 2030, Mankind Pharma Ltd, Power Finance Corporation Ltd., Cash Offset For Derivatives, Triparty Repo, Kotak Liquid Dir Gr, Kotak Low Duration Dir Gr, HDFC Bank Limited Companies.