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 is a scheme launched by Kotak Mutual Fund on October 13, 2014, and falls under the Equity Savings fund category. It currently manages an AUM of Rs 8,486.87 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.76% for managing the portfolio.

• 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 - Monthly Payout of Income Distribution cum capital withdrawal option trailing returns over different times are 6.04% (1 year), 11.88% (3 year) and 11.24% (5 year). The average annual return of this fund stands at 6.26%.