FAQ : Kotak Equity Savings Fund - Growth

Kotak Equity Savings Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 18.38 11.41 10.76 9.13
Average Rolling Returns(%) 9.46 8.93 8.44 9.12

The Current NAV of Kotak Equity Savings Fund - Growth is ₹23.07.

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 fund’s expense ratio is 1.86%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Equity Savings Fund - Growth is currently ₹4,615 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 21% and 32% of fund’s portfolio respectively.

Top three sectors of Kotak Equity Savings Fund - Growth fund are BFSI, Others and Miscellaneous accounting for 57% 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 Fund is Hybrid - Equity Savings.

Devender Singhal and Hiten Shah manage the Kotak Equity Savings Fund - Growth Fund.

Kotak Equity Savings Fund - Growth current PE ratio is 29.51 and PB ratio is 4.34

The asset allocation of Kotak Equity Savings Fund - Growth is Stocks : 70.02%, Debt : 19.29% and Gold : 10.73%

The minimum SIP amount for Kotak Equity Savings Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Equity Savings Fund - Growth is Nil upto 8% of investments and 1% for remaining investments on or before 90 days, Nil after 90 days

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