+91 73377 40002

9AM - 8PM

Asset Size:1492Cr
Expense Ratio:2.15%
Fund Manager(s):Abhishek Bisen,Deepak Gupta,
5year Returns:5.22%

check

Kotak Equity Savings Fund Regular Growth

Kotak       

Balanced Equity
Equity Savings

Nav : 13.808 ( -0.29%) May 22nd, 2020

People currently viewing this : 1

Rank (of 245)

7

Annualized Returns(5 yrs)

5.22%

Investment Horizon

1-3 Yr

Doubled Money

13yrs 7m

Returns since October 13th, 2014

5.92%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

22.1L

Projected Maturity Amount

79.3L

Kotak     

Balanced Equity
Equity Savings

Nav : 13.808 ( -0.29%) May 22nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds can invest only upto 65% in equity or equity related instruments. Investors looking for limited exposure to equity should invest in this fund. Invest with a short to medium term horizon. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with 1 of 3 years horizon for your short term goals like Vacation, Home purchase etc

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

22.1L

Projected Maturity Amount

79.3L

Rank (of 245)

7

Annualized Returns(5 yrs)

5.22%

Investment Horizon

1-3 Yr

Doubled Money

13yrs 7m

Returns since October 13th, 2014

5.92%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market,and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Basic Details
Fund House
Kotak
Launch Date
October 13th, 2014
Expense Ratio
2.15%
Fund Category Risk
Moderate
Std Dev (1Yr)
13.022
Std Dev (3Yr)
7.941
Std Dev (5Yr)
6.51
Asset Size
1492Cr
Investment Details
Investment Plan
Growth
Return since Launch
5.92 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
Contact Details
Phone No.
+91 22 66384444