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Kotak Equity Savings Fund Direct growth
Hybrid • Equity Savings • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Equity Savings
Direct growth
Launched On
13 Oct 2014
11 years ago
Lock-in Period
No lock-in
NAV
as of 09 Oct 2025
₹29.53
+0.1716% (0.10)
AUM
₹8,487 Cr
Expense ratio
0.66%
Benchmark
NIFTY Equity Savings
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 90D
1%
If units sold after 90D
0%
Distribution
Asset split
Market capital
Cash46.06%
Equity37.27%
Debt16.68%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Communication Services
Basic Materials
Energy
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,68,354 Cr • Rank #4Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.
Fund Managers
Devender Singhal
Experience: 6.41 yrs • Total AUM: 3,12,496 Cr
Abhishek Bisen
Experience: 17.52 yrs • Total AUM: 10,29,310 Cr
Hiten Shah
Experience: 6.01 yrs • Total AUM: 12,50,977 Cr
Risk
Category risk
Moderate
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.