Kotak Equity Savings Fund - Direct Plan has delivered 43.58% absolute return over the last 5 years.
The average return for Equity Savings funds is 44.96% .
This fund ranks #13 in its category based on 5-year returns.
The largest portfolio holding is KOTAK LIQUID DIRECT GROWTH with a portfolio weight of 6.48% .
The fund currently owns more than 172 stocks.
The top 10 holdings account for 37.88% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.89% | 0.69% |
| 2 Year Return | 32.80% | 9.26% |
| 3 Year Return | 52.84% | 20.16% |
| 4 Year Return | 86.12% | 33.12% |
| 5 Year Return | 106.24% | 44.96% |
| 6 Year Return | 127.89% | 64.25% |
| 7 Year Return | 172.13% | 77.49% |
| Expense Ratio | 0.57% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
6.48%
|
||
| 2 |
5.98%
|
||
| 3 | Communication Services |
5.66%
|
|
| 4 | Communication Services |
3.56%
|
|
| 5 | Consumer Discretionary |
2.90%
|
|
| 6 | Finance - Banks - Private Sector |
2.89%
|
|
| 7 | Financials |
2.88%
|
|
| 8 | Financial Technologies (Fintech) |
2.55%
|
|
| 9 | Utilities |
2.51%
|
|
| 10 | Industrials |
2.47%
|
|
| 11 | Consumer Staples |
2.39%
|
|
| 12 | Financials |
2.37%
|
AMC: KOTAKMAHINDRAMF
Category: Hybrid • Equity Savings
Launch Date: 17 Sep 2014
Fund Manager: Mr. Devender Singhal
Minimum Purchase: ₹100
Exit Load: For redemption / switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 90 days from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 90 days from the date of allotment: 1% If units are redeemed or switched out after 90 days from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Kotak Equity Savings Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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