Kotak Equity Savings Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Kotak Equity Savings Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹10,443 Cr

Lock In Period

N/A

Expense Ratio

2.12

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.

Benchmark

Nifty 50 Arbitrage

Kotak Equity Savings Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.41-1.46126.02
6M-0.870.86126.02
1Y-0.362.72126.02
3Y8.0112.81126.02

Portfolio Analysis

  • Equity: 66.35%
  • Debt: 30.36%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC BANK LTD.4.38%
2. ICICI BANK LTD.2.19%
3. INDUSIND BANK LTD.1.42%
4. AXIS BANK LTD.1.26%
5. RBL BANK LTD.0.01%

1. BHARTI AIRTEL LTD.4.93%
2. Vodafone Idea Ltd0.59%

1. STATE BANK OF INDIA.2.77%
2. BANK OF BARODA1.21%
3. UNION BANK OF INDIA0.03%

1. One 97 Communications Ltd3.60%

1. NTPC LTD2.24%
2. NLC India Ltd.1.10%
3. NTPC GREEN ENERGY LIMITED0.16%
4. Tata Power Company Ltd.0.02%

1. Maruti Suzuki India Limited2.94%
2. Mahindra & Mahindra Ltd.0.52%

1. Indus Towers Ltd.3.38%

1. Hero MotoCorp Ltd.2.23%
2. HERO MOTORS LIMITED0.52%
3. TVS Motor Company Ltd.0.10%
4. Bajaj Auto Ltd.0.05%
5. Eicher Motors Ltd.0.00%

1. Radico Khaitan Ltd.2.37%
2. United Spirits Ltd0.15%

1. Adani Ports and Special Economic Zone Limited2.47%

1. KNOWLEDGE REALTY TRUST0.81%
2. EMBASSY OFFICE PARKS REIT0.75%
3. BROOKFIELD REIT0.59%

1. POONAWALLA FINCORP LIMITED1.39%
2. BAJAJ FINANCE LTD.0.63%
3. SHRIRAM FINANCE LIMITED0.02%

1. RELIANCE INDUSTRIES LTD.2.02%

1. ITC Ltd.1.87%

1. ETERNAL LIMITED1.13%
2. SWIGGY LTD0.73%

1. EMMVEE PHOTOVOLTAIC POWER LIMITED1.38%
2. MV ELECTROSYSTEMS LTD0.03%

1. Hindustan Unilever Ltd.1.25%
2. GODREJ CONSUMER PRODUCTS LTD.0.01%

1. Larsen and Toubro Ltd.1.12%
2. NBCC (India) Ltd0.12%

1. AMBUJA CEMENTS LTD.0.56%
2. Shree Cement Ltd.0.50%
3. Ultratech Cement Ltd.0.15%

1. Steel Authority of India Ltd.0.71%
2. JSW Steel Ltd.0.47%

1. Mphasis Ltd0.55%
2. Oracle Financial Services Software Ltd0.54%
3. TATA CONSULTANCY SERVICES LTD.0.04%

1. Hindustan Aeronautics Ltd.0.91%
2. Bharat Electronics Ltd.0.16%

1. SUN PHARMACEUTICAL INDUSTRIES LTD.0.53%
2. Aurobindo Pharma Ltd.0.17%
3. Cipla Ltd.0.15%
4. MANKIND PHARMA LTD0.15%
5. Glenmark Pharmaceuticals Ltd0.05%
6. Alkem Laboratories Ltd.0.00%
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About Fund Kotak Equity Savings Fund - Growth

Kotak Equity Savings Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹10,443 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 2.12. 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.

Fund Managers

Devender Singhal

Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi. Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 - January 2009) ,Religare (February 2006 - June 2007), Karvy (July 2004 -January 2006), P N Vijay Financial Services Pvt Ltd(2001 - 2004) and Dundee Mutual Fund(Summer Trainee) (May 2000 - June 2000).

Kotak Equity Savings Fund - Growth 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 2.12. 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 : -2.41%
  • 6 Months : -0.87%
  • 1 Year : -0.36%
  • 3 Years : 8.01%
Returns of Kotak Equity Savings Fund - Growth are updated daily based on NAV of ₹ 26.7178 as on Oct 23,2026. Since inception, the return has been 26.00%.

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 ₹10,443 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.
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