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Value Research Rating
As on 29-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Kotak Equity Savings Fund - Direct Plan
|
|
|
Moderate
|
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0.92 |
|
|
|
Low to Moderate
|
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0.45 |
||
 |
|
Moderately High
|
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0.42 |
||
 |
|
Moderately High
|
Please wait... |
1.11 |
||
|
|
Moderately High
|
Please wait... |
0.67 |
Kotak Equity Savings Fund - Direct Plan invests about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit.
Mutual funds can be bought directly from the website of the fund house. For instance, Kotak Equity Savings Fund - Direct Plan fund can be purchased from the website of Kotak Mahindra Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Kotak Equity Savings Fund - Direct Plan is ₹22.9379 as of 03-Oct-2023.
The AUM of Kotak Equity Savings Fund - Direct Plan Fund is ₹2,936 Cr as of 31-Aug-2023
The riskometer level of Kotak Equity Savings Fund - Direct Plan is Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
8.32
|
|
|
7.25
|
|
|
4.42
|
|
|
3.85
|
|
|
3.80
|
As of 31-Aug-2023, Kotak Equity Savings Fund - Direct Plan had invested 50.32% in Cash & Cash Eq., 28.1% in Equity and 21.58% in Debt See More
Kotak Equity Savings Fund - Direct Plan is 8 years 11 months old. It has delivered 9.70% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
14.13%
|
12.71%
|
10.28%
|
9.93%
|
--
|
9.70%
|
The minimum SIP amount of Kotak Equity Savings Fund - Direct Plan is ₹100.
No, There is no lock in period in Kotak Equity Savings Fund - Direct Plan.
The expense ratio of Kotak Equity Savings Fund - Direct Plan is 0.92%.
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