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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 ₹26.0884 NAV as of Apr 01,2026 and returns since inception of 32.18%. 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 -4.15% returns, against a category average of -1.38% and a category best of 126.02%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.15 | -1.38 | 126.02 |
| 6M | -2.59 | 0.80 | 126.02 |
| 1Y | 3.96 | 3.68 | 126.02 |
| 3Y | 9.75 | 10.73 | 126.02 |
Portfolio Analysis
- Equity: 66.13%
- Debt: 32.32%
- Others
As on: 2026-02-28
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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 FundUTI Equity Savings Fund Growth | 3 | 835.41 CR | 1.65 |
| This FundKotak Equity Savings Fund - Growth | 4 | 9853.13 CR | 1.74 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Equity Savings Fund Growth | 2.7444 | 30.7185 |
| This FundKotak Equity Savings Fund - Growth | 3.9637 | 32.1835 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
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 : -4.15%
- 6 Months : -2.59%
- 1 Year : 3.96%
- 3 Years : 9.75%
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