Kotak Equity Savings Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

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.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Kotak Equity Savings Fund - Regular - Growth 0.10 2.64 19.42 11.98 11.99 9.79
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 Equity Savings Index - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Kotak Equity Savings Fund - Regular - Growth Oct 13, 2014 19.42 11.98 11.99 1.78 7,643.87
ICICI Prudential Equity Savings Fund - Cumulative option Dec 05, 2014 10.61 8.44 8.80 0.97 12,168.01
SBI Equity Savings Fund - Regular Plan - Growth May 27, 2015 15.94 10.41 12.06 1.19 5,410.46
Nippon India Equity Savings Fund- Growth Plan- Growth Option May 30, 2015 12.24 7.64 6.20 1.71 658.09
UTI Equity Savings Fund - Regular Plan - Growth Option Aug 30, 2018 15.85 10.41 11.79 1.64 594.41
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Feb 01, 2017 15.43 8.48 12.19 2.35 564.07

Fund Holdings as on 30-September-2024

  • Triparty Repo

  • Kotak Liquid Direct Growth

  • BHARTI AIRTEL LTD.

  • HDFC BANK LTD.

  • Vedanta Ltd.

  • Adani Ports and Special Economic Zone Limited

  • Kotak Money Market Fund Direct Growth

  • Hero MotoCorp Ltd.

  • Hindustan Unilever Ltd.

  • Maruti Suzuki India Limited

  • RELIANCE INDUSTRIES LTD.

  • NTPC LTD

  • Infosys Ltd.

  • Inter Globe Aviation Ltd

  • Oil And Natural Gas Corporation Ltd.

  • PUNJAB NATIONAL BANK**

  • Power Finance Corporation Ltd.

  • Sapphire Foods India Ltd.

  • 7.32% Central Government - 2030

  • Gujarat State Petronet Ltd.

  • AMBUJA CEMENTS LTD.

  • FSN E-Commerce Ventures Ltd.

  • HDFC BANK LTD.**

  • Zomato Ltd

  • Central Government - 2033

  • Crompton Greaves Consumer Electricals Limited

  • ITC Ltd.

  • Life Insurance Corporation Of India

  • NLC India Ltd. (Neyveli Lignite Corporation Ltd.)

  • Dabur India Ltd.

  • TITAN COMPANY LTD.

  • ICICI SECURITIES LIMITED

  • STATE BANK OF INDIA.

  • Oracle Financial Services Software Ltd

  • Mphasis Ltd

  • 7.37% Power Finance Corporation Ltd.**

  • BHARAT HIGHWAYS INVIT

  • Radico Khaitan Ltd.

  • Indus Towers Ltd.

  • HDFC BANK LTD.**

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • Hindustan Aeronautics Ltd.

  • KOTAK MAHINDRA BANK LTD.

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • Adani Enterprises Ltd

  • BANK OF BARODA

  • 7.43% SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA

  • IDFC Limited

  • GAIL (India) Ltd.

  • Manappuram Finance Ltd.

  • Vodafone Idea Ltd

  • Steel Authority of India Ltd.

  • AXIS BANK LTD.

  • JYOTI CNC AUTOMATION LTD

  • LIC HOUSING FINANCE LTD.

  • Tata Consultancy Services Ltd.

  • City Union Bank Ltd.

  • Chennai Super Kings Cricket Ltd

  • DLF LIMITED

  • 8.17% Jharkhand State Govt - 2025 - Jharkhand

  • NMDC Ltd.

  • 7.69% HDFC BANK LTD.**

  • 7.83% NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**

  • 6.2% Kotak Mahindra Prime Ltd.**

  • Bajaj Finserv Ltd.

  • BRAINBEES SOLUTIONS LIMITED

  • Hindalco Industries Ltd.

  • 7.68% SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA

  • GPT HEALTHCARE LIMITED

  • Mahindra & Mahindra Ltd.

  • POONAWALLA FINCORP LIMITED

  • BHARTI AIRTEL LTD.

  • 7.56% REC LTD

  • FEDERAL BANK LTD.

  • United Spirits Ltd

  • HCL Technologies Ltd.

  • JSW Steel Ltd.

  • Aurobindo Pharma Ltd.

  • Havells India Ltd.

  • JUNIPER HOTELS LIMITED

  • 8.35% AXIS Finance Ltd.**

  • 7.99% Kotak Mahindra Prime Ltd.**

  • REC LTD

  • BAJAJ HOUSING FINANCE LTD.

  • PREMIER ENERGIES LIMITED

  • SUN PHARMACEUTICAL INDUSTRIES LTD.

  • 6.25% LIC HOUSING FINANCE LTD.**

  • SBI Life Insurance Company Ltd

  • L&T FINANCE HOLDINGS LTD

  • 7.52% NHPC Ltd.**

  • Zydus Lifesciences Ltd.

  • 7.15% SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA**

  • National Aluminium Company Ltd.

  • 6.88% REC LTD**

  • P I Industries Ltd

  • ADITYA BIRLA FASHION AND RETAIL LTD.

  • BAJAJ FINANCE LTD.

  • Tata Power Company Ltd.

  • 8.27% Tamil Nadu State Govt - 2025 - Tamil Nadu

  • 8.2% NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**

  • 5.15% Central Government - 2025

  • Trent Ltd

  • Jindal Steel & Power Ltd

  • Bharat Electronics Ltd.

  • Bharat Heavy Electricals Ltd.

  • HINDUSTAN COPPER LTD.

  • NORTHERN ARC CAPITAL LIMITED

  • 8.75% Power Finance Corporation Ltd.**

  • 6.39% INDIAN OIL CORPORATION LTD.**

  • GS CG 19/03/2027 - (STRIPS)

  • Glenmark Pharmaceuticals Ltd

  • RBL BANK LTD.

  • ADITYA BIRLA CAPITAL LTD

  • TVS Motor Company Ltd.

  • 8.2% NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**

  • Oberoi Realty Limited

  • 8.7% LIC HOUSING FINANCE LTD.**

  • Max Financial Services Ltd

  • 8.35% INDIAN RAILWAY FINANCE CORPORATION LTD.**

  • Apollo Hospitals Enterprise Ltd.

  • INDIAN HOTELS CO LTD

  • GMR AIRPORTS NFRASTRUCTURE LTD.

  • Larsen and Toubro Ltd.

  • ACC Ltd.

  • Container Corporation of India Ltd.

  • PIRAMAL ENTERPRISES LTD.

  • Net Current Assets/(Liabilities)

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  • Miscellaneous

  • Bank - Private

  • Telecommunication - Service Provider

  • IT - Software

  • Metal - Non Ferrous

  • Household & Personal Products

  • Power Generation/Distribution

  • Port

  • Refineries

  • e-Commerce

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Bank - Public

  • Finance Term Lending

  • Finance - NBFC

  • Airlines

  • Oil Exploration

  • Consumer Food

  • Gas Transmission/Marketing

  • Cement & Construction Materials

  • Insurance

  • Consumer Durables - Domestic Appliances

  • Breweries & Distilleries

  • Cigarettes/Tobacco

  • Diamond & Jewellery

  • Finance - Stock Broking

  • Defence

  • Auto Ancillary

  • Trading

  • Steel & Iron Products

  • Finance - Housing

  • Industrial Gases & Fuels

  • Engineering - Industrial Equipments

  • Construction - Real Estate

  • Amusement Parks/Recreation/Club

  • Pharmaceuticals & Drugs

  • Mining & Minerals

  • Finance - Investment

  • Hospital & Healthcare Services

  • Hotel, Resort & Restaurants

  • Electric Equipment

  • Retailing

  • Electronics - Components

  • Aluminium & Aluminium Products

  • Pesticides & Agrochemicals

  • Steel/Sponge Iron/Pig Iron

  • Finance - Others

  • Airport Management Services

  • Engineering - Construction

  • Logistics

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Fund Manager

  • CARE A1+

  • CARE AAA

  • Cash

  • CRISIL AAA

  • Equity

  • FITCH AAA

  • ICRA AAA

  • MFU

  • REITs & InvITs

  • Rights

  • Sov

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About Kotak Equity Savings Fund

Scheme Analysis

Kotak Equity Savings Fund is a Hybrid - Equity Savings fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 13-Oct-2014 and currently has an AUM of ₹7,643.87 crore. Kotak Equity Savings Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 50 Equity Savings Index - TRI as secondary index.

The NAV of Kotak Equity Savings Fund ended up ₹0.01(0.05%)yesterday to ₹25.4589.

Among its top 3 holdings the fund has exposure to Triparty Repo, and

The Kotak Equity Savings Fund is managed by Abhishek Bisen and Devender Singhal.

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455