Kotak Equity Savings Fund - Monthly Dividend - Reinvestment

4
Equity Savings NAV 11.1648 0 23 January, 2019
  • 8.11%
  • 8Y 11M

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Dividend
Launch Date 13 October, 2014
Benchmark CRISIL Liquid Fund, CNX NIFTY
Asset Size(Cr) 1351 (As on September 30, 2020)
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.2% (As on September, 2020)
Fund Manager Abhishek Bisen, Arjun Khanna, Harish Krishnan, Hiten Shah

Investment Returns (As on 23 Jan, 2019)

  • 3 Month 5.12%
  • 6 Month 16.47%
  • 1 Year 8.64%
  • 3 Year 7.04%
  • 5 Year 8.11%
Graph
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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 - Monthly Dividend - Reinvestment 8.64% 7.04% 8.11%
SBI Equity Savings Fund (G) 8.8% 5.9% 7.54%
Aditya Birla Sun Life Equity Savings Fund (G) 7.74% 4.68% 7.65%
HDFC Equity Savings Fund (G) 4.34% 3.82% 8.13%
Nippon India Equity Savings Fund (G) -9.69% -5.25% 0.88%

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