Kotak Equity Savings Fund - Regular - Growth

Equity Savings NAV 21.2829 0 27 September, 2023

An open-ended hybrid equity savings category scheme, Kotak Equity Savings Fund predominantly invests in arbitrage opportunities in the cash and derivatives segment of the equity market with moderate exposure. Kotak Equity Savings Fund Growth seeks to generate capital appreciation and income in the long-term. Kotak Equity Savings Fund Nav is suitable for investors who have a moderately high-risk appetite.

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Growth
Launch Date 11 October, 2014
Benchmark CRISIL Liquid Fund, CNX NIFTY
Asset Size(Cr) 2171.45961
Turn over 492.24%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 8% of the investment,1% will be charged for redemption within 90 days
Expense Ratio 2.04
Fund Manager Abhishek Bisen, Devender Singhal, Hiten Shah, Arjun Khanna
Fund House Kotak Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 0.66% 1.58% 0.69%
1 M 1.62% 4.02% 1.68%
3 M 1.5% 1.44% 1.59%
6 M 2.99% 0.35% 1.82%
1 Y 7.12% 7.25% 5.02%
2 Y 9.05% 12.49% 6.73%
3 Y 11.64% 23.79% 11.09%
5 Y 8.18% 12.46% 6.6%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 4.3 1.67 3.05 0.65
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 33.67%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Equity Savings Fund - Regular - Growth 7.12% 11.64% 8.18%
HDFC Equity Savings Fund - GROWTH PLAN 10.51% 14.17% 8.82%
SBI Equity Savings Fund - Regular Plan - Growth 4.08% 12.54% 7.46%
Nippon India Equity Savings Fund- Growth Plan- Growth Option 7.72% 11.01% 0.95%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 3.35% 10.47% 6.04%

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Why Is Kotak Equity Savings Fund Important to Create a Powerful Portfolio?

Kotak Equity Savings Fund, a supreme hybrid mutual fund offered by one of India’s most prestigious fund houses, is one amongst the few funds available in the Indian market that provide opportunities for the creation of solid portfolios, and hence allow the investors to stay upbeat about their future. Being a well-designed hybrid scheme, it has clasped a dominating position in the market and has been well received by the investors. Also, the market experts and fund reviewers have given a clean chit to the prospective investors to invest in Kotak Equity Savings Fund Growth.

Kotak Equity Savings Fund has frequently been listed on MySIPonline as one of the top recommendations for investing in mutual funds. The high performances in the market, the judicial balanced between risk and return, a well-designed portfolio structure and a superb team to handle it, have all contributed to the fund's supremacy in the market. Further, it has frequently been rated by the investors as the best hybrid mutual fund offered in the contemporary market.

At MySIPonline, we always work hard and strive for providing the best financial services and investment guidance, so that every person that uses our portal is bestowed with the highest standards of service. We do not charge a dime for any of the services that we provide since our motto is not only growing concerning wealth but also in terms of the quality of servility. Besides recommending top funds, our online services also include a secured investment portal so that you can quickly complete your investments, saving on time, energy and money.

Kotak Equity Savings Fund - The Fund Snapshot

Kotak Equity Savings Fund-Regular Plan Growth is a new fund in the category of hybrid schemes as Equity Savings, which was launched in October 2014 by Kotak Mutual Fund with an aim to provide the investors with an option to make a robust portfolio. Building large capital for the investors by leveraging on the arbitrage opportunities in cash and derivate section of the equity market forms the nucleus of this fund. It further aims to earn and distribute huge and regular income to its subscribers through a moderate exposure in equity and related instruments.

Kotak Equity Savings Fund Nav is managed by two of the top fund managers in the market, Mr. Abhishek Bisen and Mr. Deepak Gupta. Both of them carry a vast experience in fund managing, besides having requisite knowledge and experience in sales and trading of fixed income products, together with portfolio advisory.

Kotak Equity Savings Fund Nav – Targeting the FAQs

  1. What is the amount of assets handled? 
    Since the fund is a new entry in the market and not even five years have elapsed since its launch, it won’t be reasonable to expect an asset base in five figures. However, the assets handled currently by Kotak Equity Savings Fund stand at an impressive value of Rs. 2, 108 crores as per the data released by Kotak Mutual Fund on 31st May 2018.
  2. What is the current price per unit? 
    The Kotak Equity Savings Fund G NAV, or simply the price per unit, experienced a dropped in its value to the tune of 0.14% after which it stood at Rs. 13.5187, as on 19th June 2018. Since the rate is running cheap, an investment through Systematic Investment Plan (SIP) via MySIPonline will be a perfect start to building a strong portfolio that includes this fund.
  3. What does the past performance look like? 
    Kotak Equity Savings Fund has grown parallel to the benchmark [NIFTY 50 Arbitrage (75), NIFTY 50 (25)], and has given fair returns since inception where the average yield is recorded at 8.53%. The fund gave the highest returns in the one year investment period, beating both the benchmark and the returns spewed by the competitors. However, it stayed slightly behind the peers in the long-term investment period of three years. Speculators are contemplating that the fund will soon take flight from its current yield and may prove to be highly lucrative in the coming years.
  4. What does the risk look like?
    Being a hybrid fund, Kotak Equity Savings Fund Growth has exposure to both equity and debt together with some involvement of cash. At present, the fund has invested 27.12% of its assets in equity, 43.64% assets in debt and the remainder has been kept in cash and equivalent modes. Hence, it can be said that the fund has a greater risk cover due to a larger exposure to debt funds. However, it should be noted that this allocation is not fixed and maybe changed by the fund managers in the future to cope up with the market changes. Accordingly, the risks may fluctuate.

Kotak Equity Savings Fund Growth – The Advantages

One of the major factors to look out for a while considering an investment in mutual funds is whether an investment holds any advantages. If the funds that you have selected are duds and do not reciprocate well, then the entire purpose for investing in mutual funds fails, and you are met with disappointment. But this is not the case with Kotak Equity Savings Fund. There is a horde of advantages that you can enjoy by investing in it. Let’s unravel them one by one: -

  • Diversification: Diversification is an essential part of any well-designed portfolio, and without it, no plan can function to its full capacity. It melts the unwanted risk factor and enhances the survival rate of your portfolio. Kotak Equity Savings Fund-Regular Plan Growth is the quintessential fund for adding the flavor of diversification to your portfolio.
  • Propelled Earnings: The Fund, being a hybrid plan, involves a reasonable exposure to equity thereby propelling the return earning capacity of the portfolio. This readies it for taking the maximum advantage of the favorable market conditions and grinding out the highest returns possible.
  • Protection Against Volatility: Besides having equity to power the earning capacity of your portfolio, Kotak Equity Savings Fund also possesses fair exposure to debt which provided abundance protection to your portfolio against the rough winds of the market. Hence, this fund is a powerhouse of wealth creation and a secured regular income.

Hence, the above information is an ironclad alibi that Kotak Equity Savings Fund Growth is the quintessential fund for creating a superb investment plan that is geared towards achieving your goals and ambitions. Starting a monthly SIP in this fund will give the perfect start to create your desired portfolio. We encourage you to use the smart tools and services provided at MySIPonline which will lube your entire investment journey and help you to make an efficient investment easily. Use the SIP calculator to determine the future value of your SIP investments, the Tax Calculator for mapping your tax expenses, and the unique dashboard facility to monitor the movement of your funds on a daily basis. So, what are you waiting for? Pick that phone, dial the number of your investment advisor and ask him how you can make that perfect investment plan that includes the fund.

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One of the best hybrid category schemes, Kotak Equity Savings Fund, has provided me good returns in the past two years. I have invested in the fund by taking recommendations from an expert at MySIPonline, and the fund has proved itself in the best way. However, my risk profile was not very high, but I wanted the corpus for the construction of my new home. Investment in this scheme will make me reach my financial goal soon.
Dheeraj Agrawal
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