Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹9,853 Cr
Lock In Period
N/A
Expense Ratio
1.74
Benchmark
Nifty 50 Arbitrage
Exit Load
For redemption / switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 90 days from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 90 days from the date of allotment: 1%If units are redeemed or switched out after 90 days from the date of allotment: Nil.
Summary
Latest details for Kotak Equity Savings Fund - Growth include a ₹26.5566 NAV as of Apr 09,2026 and returns since inception of 35.24%. Minimum investments start at SIP ₹100. The Kotak Equity Savings Fund - Growth AUM is ₹9,853 Cr, with a lock-in of N/A years, expense ratio of 1.74%, and benchmark Nifty 50 Arbitrage. Exit load is - For redemption / switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 90 days from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 90 days from the date of allotment: 1%If units are redeemed or switched out after 90 days from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded -0.35% returns, against a category average of 1.22% and a category best of 9.52%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.35 | 1.22 | 9.52 |
| 6M | -0.61 | 2.54 | 12.76 |
| 1Y | 7.37 | 9.59 | 14.32 |
| 3Y | 10.59 | 18.02 | 48.39 |
Portfolio Analysis
- Equity: 66.13%
- Debt: 32.32%
- Others
As on: 2026-02-28
View allocation % by
About Fund
Kotak Equity Savings Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹9,853 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 1.74. Under the expert guidance of Devender Singhal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMahindra Manulife Equity Savings Fund Growth | 2 | 552.85 CR | 2.38 |
| This FundUTI Equity Savings Fund Growth | 3 | 835.41 CR | 1.65 |
| This FundKotak Equity Savings Fund - Growth | 4 | 9853.13 CR | 1.74 |
| This FundSBI Equity Savings Fund Growth | 3 | 5731.16 CR | 1.52 |
| This FundHSBC Equity Savings Fund Growth | 3 | 780.14 CR | 1.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMahindra Manulife Equity Savings Fund Growth | 7.8304 | 32.8195 |
| This FundUTI Equity Savings Fund Growth | 6.7436 | 33.5455 |
| This FundKotak Equity Savings Fund - Growth | 7.3677 | 35.2361 |
| This FundSBI Equity Savings Fund Growth | 7.9293 | 37.3949 |
| This FundHSBC Equity Savings Fund Growth | 11.5603 | 44.5199 |
FAQs
Kotak Equity Savings Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Equity Savings Fund - Growth is 1.74. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Equity Savings Fund - Growth’s fund performance is as follows:
- 1 Month : -0.35%
- 6 Months : -0.61%
- 1 Year : 7.37%
- 3 Years : 10.59%
You can invest in Kotak Equity Savings Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Equity Savings Fund - Growth is ₹9,853 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Equity Savings Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500