Kotak Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 21.94 | 13.18 | 11.73 | 10.21 |
Average Rolling Returns(%) | 10.56 | 9.91 | 9.41 | 10.08 |
The Current NAV of Kotak Equity Savings Fund - Growth - Direct Plan is ₹25.47.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
Kotak Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.73%
The process for redemption is
The AUM of Kotak Equity Savings Fund - Growth - Direct Plan is currently ₹4,813 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Adani Ports &Special and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 30% of fund’s portfolio respectively.
Top three sectors of Kotak Equity Savings Fund - Growth - Direct Plan fund are BFSI, Others and Miscellaneous accounting for 58% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.
Devender Singhal and Hiten Shah manage the Kotak Equity Savings Fund - Growth - Direct Plan Fund.
Kotak Equity Savings Fund - Growth - Direct Plan current PE ratio is 31.03 and PB ratio is 4.53
The asset allocation of Kotak Equity Savings Fund - Growth - Direct Plan is Stocks : 66.80%, Debt : 22.27% and Gold : 10.89%
The minimum SIP amount for Kotak Equity Savings Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Equity Savings Fund - Growth - Direct Plan is Nil upto 8% of investments and 1% for remaining investments on or before 90 days, Nil after 90 days