Our Opinion
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Clear AllAs per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Kotak Equity Savings Fund - Direct Plan
|
Moderately High
|
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0.69 |
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|
Moderate
|
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0.49 |
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|
Moderate
|
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0.70 |
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|
Moderate
|
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0.63 |
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|
Moderately High
|
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0.67 |
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About Kotak Equity Savings Fund Direct-IDCW Quarterly
Kotak Equity Savings Fund Direct-IDCW Quarterly is a hybrid mutual fund scheme of Kotak Mahindra Mutual Fund. Launched on October 13, 2014, it is currently managed by . The fund has an expense ratio of 1.21% with an overall AUM (Assets Under Management) of ₹-- Cr.
The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Kotak Equity Savings Fund Direct-IDCW Quarterly through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Kotak Equity Savings Fund Direct-IDCW Quarterly can be bought from the Kotak Mahindra Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Kotak Equity Savings Fund Direct-IDCW Quarterly, is ₹13.3376 as of 19-Apr-2026.
Over the past five years, Kotak Equity Savings Fund Direct-IDCW Quarterly has delivered an annualised return of --% as of 19-Apr-2026.
The minimum investment required to start investing in Kotak Equity Savings Fund Direct-IDCW Quarterly is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.