Kotak Equity Savings Fund Direct Growth

Kotak Equity Savings Fund Direct Growth

+9.36%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Oct '26
₹29.86
Min. for SIP
₹100
Fund size (AUM)
₹10,442.51 Cr
Expense ratio
1.09%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,846
-0.26%
3 years₹1,80,000₹1,93,364
+7.42%
5 years₹3,00,000₹3,66,229
+22.08%
10 years₹6,00,000₹9,77,669
+62.94%

Holdings (248)

NameSectorInstrumentsAssets
Cash MarginUnspecifiedCash Margin29.51%
Kotak Liquid Plan A Direct - GrowthUnspecifiedMutual Fund7.59%
Bharti Airtel LtdTechnologyEquity4.93%
HDFC Bank LtdFinancialEquity4.38%
RepoUnspecifiedRepo4.33%
One 97 Communications LtdIndustrialsEquity3.60%
Indus Towers LtdTechnologyEquity3.38%
Maruti Suzuki India LtdConsumer DiscretionaryEquity2.94%
Net Current AssetsUnspecifiedNet Current Assets2.92%
State Bank of IndiaFinancialEquity2.77%
Adani Ports and Special Economic Zone LtdIndustrialsEquity2.47%
Radico Khaitan LtdConsumer StaplesEquity2.37%
NTPC LtdEnergy & UtilitiesEquity2.24%
Hero Motocorp LtdConsumer DiscretionaryEquity2.23%
ICICI Bank LtdFinancialEquity2.19%
Reliance Industries LtdEnergy & UtilitiesEquity2.02%
ITC LtdConsumer StaplesEquity1.87%
Cube Highways TrustIndustrialsInfrastructure Investment Trust1.79%
Indusind Bank LtdFinancialEquity1.42%
Poonawalla Fincorp LtdFinancialEquity1.39%
Emmvee Photovoltaic Power Ltd.Energy & UtilitiesEquity1.38%
Bharat Highways InvITIndustrialsInfrastructure Investment Trust1.33%
Axis Bank LtdFinancialEquity1.26%
Hindustan Unilever LtdConsumer StaplesEquity1.25%
Bank Of BarodaFinancialEquity1.21%
Zomato LtdTechnologyEquity1.13%
Larsen & Toubro LtdIndustrialsEquity1.12%
NLC India LtdEnergy & UtilitiesEquity1.10%
LIC Housing Finance LtdFinancialEquity0.96%
EMBASSY OFFICE PARKS REIT SR XIII A 7.21 NCD 17MR28 FVRS1LACReal EstateDebenture0.95%
MUTHOOT FINANCE LIMITED 8.45 NCD 26JU29 FVRS1LACFinancialNon Convertible Debenture0.95%
GODREJ PROPERTIES LIMITED**Real EstateCommercial Paper0.95%
Power Finance Corporation Ltd.**FinancialDebenture0.95%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IV 7.29 BD 09NV29 FVRS1LACFinancialNon Convertible Debenture0.94%
MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED 220D CP 25FEB27FinancialCommercial Paper0.93%
Hindustan Aeronautics LtdIndustrialsEquity0.91%
PUNJAB NATIONAL BANK CD 12MAR27FinancialCertificate of Deposit0.84%
Hindustan Zinc LtdMaterialsEquity0.82%
Knowledge Realty TrustReal EstateReal Estate Investment Trusts0.81%
Power Finance Corporation LtdFinancialEquity0.75%
Embassy Office Parks REITReal EstateReal Estate Investment Trusts0.75%
Swiggy Ltd.TechnologyEquity0.73%
MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED SR AA2025 7.8863 NCD 28AP28 FVRS1LACFinancialDebenture0.71%
Steel Authority Of India LtdMaterialsEquity0.71%
SIDDHIVINAYAK SECURITISATION TRUST SD TRUST PTC 15SEPT25UnspecifiedSecuritised Debt0.69%
NATIONAL HOUSING BANK 6.80 BD 02AP32 FVRS1LACFinancialBonds0.69%
SHIVSHAKTI SECURITISATION TRUST SS TRUST PTC 15SEPT25UnspecifiedSecuritised Debt0.69%
Kotak Money Market Fund Direct-GrowthUnspecifiedMutual Fund0.64%
Bajaj Finance LtdFinancialEquity0.63%
Sapphire Foods India LtdConsumer DiscretionaryEquity0.59%
Brookfield India Real Estate Trust REITReal EstateReal Estate Investment Trusts0.59%
Vodafone Idea LtdTechnologyEquity0.59%
STATE DEVELOPMENT LOAN 36411 BH 10SP34 7.45 FV RS 100UnspecifiedState Development Loan0.56%
Ambuja Cements LtdMaterialsEquity0.56%
Mphasis LtdTechnologyEquity0.55%
Oracle Financial Services Software LtdTechnologyEquity0.54%
Kotak Ultra Short to Short Term Fund Direct-GrowthUnspecifiedMutual Fund0.54%
Sun Pharmaceutical Industries LtdHealthcareEquity0.53%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity0.52%
HERO MOTORS LIMITED EQ NEW FV RS.10/-Consumer DiscretionaryEquity0.52%
Shree Cement LtdMaterialsEquity0.50%
Jyoti CNC Automation Ltd.IndustrialsEquity0.49%
VEDANTA LTD.**MaterialsNon Convertible Debenture0.48%
JSW Steel LtdMaterialsEquity0.47%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26B 6.85 BD 19JN29 FVRS1LACFinancialBonds0.47%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 22JAN27FinancialCertificate of Deposit0.47%
HDFC BANK LIMITED CD 24FEB27FinancialCertificate of Deposit0.47%
AU SMALL FINANCE BANK LIMITED CD 18FEB27FinancialCertificate of Deposit0.47%
GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100EntitiesGOI Securities0.41%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24C 7.83 BD 30DC26 FVRS1LACFinancialBonds/NCDs0.34%
Sun TV Network LtdConsumer DiscretionaryEquity0.28%
Oracle Financial Services Software Limited October 2026 FutureTechnologyFutures0.27%
NMDC LtdMaterialsEquity0.26%
MANKIND PHARMA LIMITED SR 2 7.99 NCD 16OT26 FVRS1LACHealthcareDebenture0.24%
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 659 7.83 NCD 28JU28 FVRS1LACFinancialDebenture0.24%
STATE DEVELOPMENT LOAN 36195 BH 09JL35 6.88 FV RS 100UnspecifiedState Development Loan0.22%
Reverse RepoUnspecifiedReverse Repo0.22%
Hindalco Industries LtdMaterialsEquity0.22%
SBI Life Insurance Company LtdFinancialEquity0.20%
Apollo Hospitals Enterprise LtdHealthcareEquity0.20%
TATA CAPITAL FINANCIAL SERVICES LIMITED SR D STRPP I 8.0980 NCD 22JN27 FVRS1LACFinancialNon Convertible Debenture0.19%
NATIONAL HOUSING BANK 7.59 BD 08SP27 FVRS1LACFinancialNon Convertible Debenture0.19%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR I 7.68 BD 10SP27 FVRS1LACFinancialNon Convertible Debenture0.19%
STATE DEVELOPMENT LOAN 36412 BH 10SP36 7.52 FV RS 100UnspecifiedState Development Loan0.19%
Aurobindo Pharma LtdHealthcareEquity0.17%
NTPC Green Energy Ltd.Energy & UtilitiesEquity0.16%
BSE LtdFinancialEquity0.16%
Bharat Electronics LtdIndustrialsEquity0.16%
Raajmarg Infra Investment TrustIndustrialsInfrastructure Investment Trust0.15%
United Spirits LtdConsumer StaplesEquity0.15%
Cipla LtdHealthcareEquity0.15%
Ultratech Cement LtdMaterialsEquity0.15%
Mankind Pharma Ltd.HealthcareEquity0.15%
Bajaj Finserv LtdFinancialEquity0.15%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25A 7.70 BD 30SP27 FVRS1LACFinancialDebenture0.14%
REC LIMITED SR 236-B 7.56 BD 31AG27 FVRS1LACFinancialDebenture0.14%
HDB FINANCIAL SERVICES LIMITED SR 218 7.9611 NCD 05JN28 FVRS1LACFinancialNon Convertible Debenture0.14%
Prasol Chemicals Ltd.MaterialsEquity0.13%
STATE DEVELOPMENT LOAN 30431 TN 25MY41 6.99 FV RS 100UnspecifiedState Development Loan0.13%
Bagmane Prime Office REITReal EstateReal Estate Investment Trusts0.13%
NBCC India LtdIndustrialsEquity0.12%
Phoenix Mills LtdReal EstateEquity0.12%
Patanjali Foods LtdConsumer StaplesEquity0.11%
TVS Motor Company LtdConsumer DiscretionaryEquity0.10%
MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED SR AC2024 8.01 NCD 24DC27 FVRS1LACFinancialDebenture0.10%
LIC HOUSING FINANCE LTD TR 456 6.90 NCD 17SP27 FVRS1LACFinancialNon Convertible Debenture0.09%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR III 7.34 BD 26FB29 FVRS1LACFinancialBonds0.09%
Godrej Properties LtdReal EstateEquity0.09%
HDFC BANK LIMITED SR U005 9 NCD 29NV28 FVRS10LACFinancialDebenture0.09%
L&T FINANCE LIMITED SR J 8.24 NCD 16JU27 FVRS1LACFinancialNon Convertible Debenture0.08%
Adani Enterprises LtdMaterialsEquity0.08%
Prestige Estates Projects LtdReal EstateEquity0.08%
Fortis Healthcare LtdHealthcareEquity0.07%
HDFC BANK LIMITED SR U001 9.05 NCD 16OT28 FVRS10LACFinancialFixed Deposits0.07%
RURAL ELECTRIFICATION CORPORATION LIMITED 7.77 SR 220-A BD 31MR28 FVRS1LACFinancialNon Convertible Debenture0.06%
The Indian Hotels Company LtdConsumer DiscretionaryEquity0.05%
Glenmark Pharmaceuticals LtdHealthcareEquity0.05%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 131 8.55 LOA 21FB29 FVRS10LACFinancialNon Convertible Debenture0.05%
POWER FINANCE CORPORATION LTD. SR-103 8.94 LOA 25MR28 FVRS10LACFinancialBonds0.05%
STATE DEVELOPMENT LOAN 31681 GUJ 01JU31 7.77 FV RS 100IndustrialsState Development Loan0.05%
HDFC BANK LIMITED SR V004 8.55 NCD 27MR29 FVRS10LACFinancialDebenture0.05%
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD SR AA2024 8.25 NCD 25MR27 FVRS1LACFinancialDebenture0.05%
AXIS FINANCE LIMITED SR 14 OP B 8.35 NCD 07MY27 FVRS1LACFinancialDebenture0.05%
LIC HOUSING FINANCE LTD TR 438 7.8350 NCD 11MY27 FVRS1LACFinancialDebenture0.05%
REC LIMITED SR 232 A 7.59 BD 31MY27 FVRS1LACFinancialDebenture0.05%
LIC Housing Finance Ltd Bonds 7.56 14/06/2027FinancialBonds0.05%
Bajaj Auto LtdConsumer DiscretionaryEquity0.05%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 178 7.46 BD 18JU29 FVRS1LACFinancialNon Convertible Debenture0.05%
Kalyan Jewellers India LtdConsumer DiscretionaryEquity0.05%
PUNJAB NATIONAL BANK CD 05FEB27FinancialCertificate of Deposit0.05%
BANK OF BARODA CD 05MAR27FinancialCertificate of Deposit0.05%
Tata Consultancy Services LtdTechnologyEquity0.04%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR-2 8.2 BD 09MR28 FVRS10LACFinancialNon Convertible Debenture0.04%
Aditya Birla Capital LtdFinancialEquity0.04%
STATE DEVELOPMENT LOAN 20359 TN 18AP28 8.05 FV RS 100UnspecifiedState Development Loan0.03%
MV Electrosystems LtdIndustrialsEquity0.03%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 173 7.68 BD 24NV26 FVRS1LACFinancialDebenture0.03%
SUNDARAM FINANCE LIMITED SR X5 8.04 NCD 26OT26 FVRS1LACFinancialDebenture0.03%
Crompton Greaves Consumer Electricals LtdConsumer DiscretionaryEquity0.03%
Varun Beverages LtdConsumer StaplesEquity0.03%
Union Bank of IndiaFinancialEquity0.03%
POWER GRID CORPORATION OF INDIA LIMITED STRPP-L 7.93 LOA 20MY28 FVRS10LACEnergy & UtilitiesBonds0.02%
TATA CAPITAL LIMITED SR B STRPP-I 7.905 NCD 03DC26 FVRS1LACFinancialDebenture0.02%
Shriram Transport Finance Company LtdFinancialEquity0.02%
UNO Minda LtdConsumer DiscretionaryEquity0.02%
Tata Power Company LtdEnergy & UtilitiesEquity0.02%
Max Healthcare Institute LtdHealthcareEquity0.02%
Jio Financial Services LimitedFinancialEquity0.02%
Nestle India LtdConsumer StaplesEquity0.01%
SUNDARAM FINANCE LIMITED SR Y4 7.75 NCD 11DC26 FVRS1LACFinancialDebenture0.01%
Container Corporation Of India LtdIndustrialsEquity0.01%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR-3 8.2 BD 16MR28 FVRS10LACFinancialDebenture0.01%
RBL Bank LtdFinancialEquity0.01%
LIC HOUSING FINANCE LIMITED TRANCHE 382 8.7 LOA 23MR29 FVRS10LACFinancialDebenture0.01%
Power Grid Corporation of India LtdEnergy & UtilitiesEquity0.01%
GOI Sec 6.79 15/05/2027EntitiesGOI Securities0.01%
REC Ltd Debenture 7.54 30/12/2026FinancialDebenture0.01%
REC LIMITED SR 237 7.55 BD 31OT26 FVRS1LACFinancialDebenture0.01%
HDB FINANCIAL SERVICES LIMITED SR A 1 FX 183 7.65 NCD 10SP27 FVRS10LACFinancialDebenture0.01%
Bharat Heavy Electricals LtdIndustrialsEquity0.01%
Computer Age Management Services LtdFinancialEquity0.01%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SERIES 133 8.35 LOA 13MR29 FVRS10LACFinancialDebenture0.01%
Godrej Consumer Products LtdConsumer StaplesEquity0.01%
Trent LtdConsumer DiscretionaryEquity0.01%
Pidilite Industries LtdMaterialsEquity0.01%
Alkem Laboratories LtdHealthcareEquity0.00%
Eicher Motors LtdConsumer DiscretionaryEquity0.00%
HDFC Life Insurance Co LtdFinancialEquity0.00%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity0.00%
GMR Airports Infrastructure LtdIndustrialsEquity0.00%
Coal India LtdMaterialsEquity0.00%
Swiggy Limited October 2026 FutureTechnologyFutures-0.00%
Coal India Limited October 2026 FutureMaterialsFutures-0.00%
GMR Airports Limited October 2026 FutureIndustrialsFutures-0.00%
Eternal Limited October 2026 FutureTechnologyFutures-0.00%
Oil & Natural Gas Corporation Limited October 2026 FutureEnergy & UtilitiesFutures-0.00%
HDFC Life Insurance Company Ltd.-OCT2026FinancialFutures-0.00%
Eicher Motors Limited October 2026 FutureConsumer DiscretionaryFutures-0.00%
Alkem Laboratories Ltd.-OCT2026HealthcareFutures-0.00%
Pidilite Industries Ltd.-OCT2026MaterialsFutures-0.01%
Trent Limited October 2026 FutureConsumer DiscretionaryFutures-0.01%
Godrej Consumer Products Ltd.-OCT2026Consumer StaplesFutures-0.01%
Computer Age Management Services Limited October 2026 FutureFinancialFutures-0.01%
Hindustan Zinc Limited October 2026 FutureMaterialsFutures-0.01%
Bharat Heavy Electricals Limited October 2026 FutureIndustrialsFutures-0.01%
Power Grid Corporation of India Limited October 2026 FutureEnergy & UtilitiesFutures-0.01%
RBL Bank Limited October 2026 FutureFinancialFutures-0.01%
MAX HEALTHCARE INSTITUTE LTD.-OCT2026HealthcareFutures-0.01%
Container Corporation of India Limited October 2026 FutureIndustrialsFutures-0.01%
Nestle India Limited October 2026 FutureConsumer StaplesFutures-0.01%
Jio Financial Services Limited October 2026 FutureFinancialFutures-0.02%
Tata Power Company Limited October 2026 FutureEnergy & UtilitiesFutures-0.02%
UNO MINDA LIMITED-OCT2026Consumer DiscretionaryFutures-0.02%
Shriram Finance Limited October 2026 FutureFinancialFutures-0.02%
UNION BANK OF INDIA-OCT2026FinancialFutures-0.03%
Varun Beverages Limited October 2026 FutureConsumer StaplesFutures-0.03%
Crompton Greaves Consumer Electricals Limited October 2026 FutureConsumer DiscretionaryFutures-0.03%
Aditya Birla Capital Limited October 2026 FutureFinancialFutures-0.04%
Tata Consultancy Services Ltd.-OCT2026TechnologyFutures-0.04%
Kalyan Jewellers India Limited October 2026 FutureConsumer DiscretionaryFutures-0.05%
Bajaj Auto Limited October 2026 FutureConsumer DiscretionaryFutures-0.05%
Glenmark Pharmaceuticals Limited October 2026 FutureHealthcareFutures-0.05%
The Indian Hotels Company Limited October 2026 FutureConsumer DiscretionaryFutures-0.05%
Hindustan Unilever Limited October 2026 FutureConsumer StaplesFutures-0.06%
Fortis Healthcare Limited October 2026 FutureHealthcareFutures-0.07%
PRESTIGE ESTATES PROJECTS LIMITED-OCT2026Real EstateFutures-0.08%
Adani Enterprises Limited October 2026 FutureMaterialsFutures-0.08%
Godrej Properties Limited October 2026 FutureReal EstateFutures-0.09%
TVS Motor Company Limited October 2026 FutureConsumer DiscretionaryFutures-0.10%
Patanjali Foods Limited October 2026 FutureConsumer StaplesFutures-0.11%
Bank of Baroda October 2026 FutureFinancialFutures-0.11%
The Phoenix Mills Limited October 2026 FutureReal EstateFutures-0.12%
NBCC (India) Ltd -OCT2026IndustrialsFutures-0.12%
Bajaj Finserv Ltd OCT-2026FinancialFutures-0.15%
Mankind Pharma Limited October 2026 FutureHealthcareFutures-0.15%
UltraTech Cement Limited October 2026 FutureMaterialsFutures-0.15%
United Spirits Limited October 2026 FutureConsumer StaplesFutures-0.15%
Cipla Limited October 2026 FutureHealthcareFutures-0.15%
Bharat Electronics Limited October 2026 FutureIndustrialsFutures-0.16%
BSE Ltd.FinancialFutures-0.16%
Aurobindo Pharma Ltd.-OCT2026HealthcareFutures-0.17%
Apollo Hospitals Enterprise Limited October 2026 FutureHealthcareFutures-0.20%
SBI Life Insurance Company Limited October 2026 FutureFinancialFutures-0.20%
Hindalco Industries Limited October 2026 FutureMaterialsFutures-0.22%
NMDC Limited October 2026 FutureMaterialsFutures-0.26%
Steel Authority of India Limited October 2026 FutureMaterialsFutures-0.26%
ITC Limited October 2026 FutureConsumer StaplesFutures-0.37%
JSW Steel Limited October 2026 FutureMaterialsFutures-0.47%
Mahindra & Mahindra Limited October 2026 FutureConsumer DiscretionaryFutures-0.52%
Maruti Suzuki India Limited October 2026 FutureConsumer DiscretionaryFutures-0.53%
Sun Pharmaceutical Industries Limited October 2026 FutureHealthcareFutures-0.53%
Mphasis Limited October 2026 FutureTechnologyFutures-0.56%
Ambuja Cements Limited October 2026 FutureMaterialsFutures-0.56%
Vodafone Idea Limited October 2026 FutureTechnologyFutures-0.59%
Bajaj Finance Limited October 2026 FutureFinancialFutures-0.64%
Hindustan Aeronautics Limited October 2026 FutureIndustrialsFutures-0.92%
Larsen & Toubro Limited October 2026 FutureIndustrialsFutures-0.94%
NTPC Limited October 2026 FutureEnergy & UtilitiesFutures-1.00%
State Bank of India October 2026 FutureFinancialFutures-1.07%
Axis Bank Limited October 2026 FutureFinancialFutures-1.26%
Indus Towers Limited October 2026 FutureTechnologyFutures-1.30%
ICICI Bank Limited October 2026 FutureFinancialFutures-1.43%
Reliance Industries Limited October 2026 FutureEnergy & UtilitiesFutures-1.45%
HDFC Bank Limited October 2026 FutureFinancialFutures-1.89%
One 97 Communications Limited October 2026 FutureIndustrialsFutures-2.18%
Adani Ports and Special Economic Zone Limited October 2026 FutureIndustrialsFutures-2.46%
NIFTY October 2026 FutureFinancialIndex Derivatives-2.55%
Bharti Airtel Limited October 2026 FutureTechnologyFutures-4.96%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+9.4%+9.2%+9.6%+9.5%
Category average (Hybrid Equity Savings)+8.4%+7.5%+8.5%+8.8%
Rank (Hybrid Equity Savings)322--

Exit load, stamp duty and tax

Exit load

Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

AB
Abhishek Bisen
Sep 2014 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes

DS
Devender Singhal
Apr 2021 - Present
View details

Education
Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience
Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).

HS
Hiten Shah
Oct 2019 - Present
View details

Education
Mr. Shah is a Masters in Management Studies (Finance) from Mumbai University.
Experience
Prior to joining Kotak Mahindra Mutual fund, he was associated with Edelweiss Asset Management for more than 8 years as a CoFund manager and Chief dealer in equities segment. He was also associated with Edelweiss securities Ltd. as low risk arbitrage trader for more than 3 years.

About Kotak Equity Savings Fund Direct Growth

Kotak Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Abhishek Bisen is the Current Fund Manager of Kotak Equity Savings Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,92,379 Cr and the Latest NAV as of 27 Oct 2026 is ₹29.86. The Kotak Equity Savings Fund Direct Growth is rated High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkNIFTY Equity Savings Total Return Index

Fund house

Rank (total assets)#5 in India
Total AUM₹5,92,379.05 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mail--
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
CustodianStock Holding Corp. of India Ltd.
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,