Kotak Equity Savings Fund Growth

Kotak Equity Savings Fund Growth

+8.72%
3Y annualised
+0.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Sep '26
₹27.33
Min. for SIP
₹100
Fund size (AUM)
₹10,683.93 Cr
Expense ratio
2.11%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,559
+2.60%
3 years₹1,80,000₹1,99,026
+10.57%
5 years₹3,00,000₹3,72,459
+24.15%
10 years₹6,00,000₹9,65,899
+60.98%

Holdings (246)

NameSectorInstrumentsAssets
Cash MarginUnspecifiedCash Margin29.46%
RepoUnspecifiedRepo7.50%
Kotak Liquid Plan A Direct - GrowthUnspecifiedMutual Fund7.38%
Bharti Airtel LtdTechnologyEquity5.15%
Indus Towers LtdTechnologyEquity3.45%
One 97 Communications LtdIndustrialsEquity3.16%
State Bank of IndiaFinancialEquity2.99%
Maruti Suzuki India LtdConsumer DiscretionaryEquity2.73%
HDFC Bank LtdFinancialEquity2.66%
Radico Khaitan LtdConsumer StaplesEquity2.38%
ICICI Bank LtdFinancialEquity2.30%
NTPC LtdEnergy & UtilitiesEquity2.27%
Hero Motocorp LtdConsumer DiscretionaryEquity2.27%
Adani Ports and Special Economic Zone LtdIndustrialsEquity2.25%
Net Current AssetsUnspecifiedNet Current Assets2.21%
Cube Highways TrustIndustrialsInfrastructure Investment Trust1.77%
ITC LtdConsumer StaplesEquity1.76%
Indusind Bank LtdFinancialEquity1.57%
Poonawalla Fincorp LtdFinancialEquity1.42%
Reliance Industries LtdEnergy & UtilitiesEquity1.40%
Emmvee Photovoltaic Power Ltd.Energy & UtilitiesEquity1.38%
Bharat Highways InvITIndustrialsInfrastructure Investment Trust1.34%
Tata Motors LtdIndustrialsEquity1.30%
Axis Bank LtdFinancialEquity1.28%
Hindustan Unilever LtdConsumer StaplesEquity1.28%
Larsen & Toubro LtdIndustrialsEquity1.19%
Bank Of BarodaFinancialEquity1.16%
Zomato LtdTechnologyEquity1.14%
Steel Authority Of India LtdMaterialsEquity1.11%
NLC India LtdEnergy & UtilitiesEquity1.10%
Mphasis LtdTechnologyEquity1.07%
LIC Housing Finance LtdFinancialEquity0.95%
Oracle Financial Services Software LtdTechnologyEquity0.94%
MUTHOOT FINANCE LIMITED 8.45 NCD 26JU29 FVRS1LACFinancialNon Convertible Debenture0.93%
EMBASSY OFFICE PARKS REIT SR XIII A 7.21 NCD 17MR28 FVRS1LACReal EstateDebenture0.93%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IV 7.29 BD 09NV29 FVRS1LACFinancialNon Convertible Debenture0.93%
Hindustan Aeronautics LtdIndustrialsEquity0.92%
MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED 220D CP 25FEB27FinancialCommercial Paper0.90%
PUNJAB NATIONAL BANK CD 12MAR27FinancialCertificate of Deposit0.90%
Hindustan Zinc LtdMaterialsEquity0.85%
Knowledge Realty TrustReal EstateReal Estate Investment Trusts0.78%
Power Finance Corporation LtdFinancialEquity0.76%
Embassy Office Parks REITReal EstateReal Estate Investment Trusts0.74%
MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED SR AA2025 7.8863 NCD 28AP28 FVRS1LACFinancialDebenture0.70%
SIDDHIVINAYAK SECURITISATION TRUST SD TRUST PTC 15SEPT25UnspecifiedSecuritised Debt0.69%
SHIVSHAKTI SECURITISATION TRUST SS TRUST PTC 15SEPT25UnspecifiedSecuritised Debt0.68%
NATIONAL HOUSING BANK 6.80 BD 02AP32 FVRS1LACFinancialBonds0.68%
Oil India LtdEnergy & UtilitiesEquity0.68%
Bajaj Finance LtdFinancialEquity0.68%
Sapphire Foods India LtdConsumer DiscretionaryEquity0.64%
Vodafone Idea LtdTechnologyEquity0.63%
Kotak Money Market Fund Direct-GrowthUnspecifiedMutual Fund0.62%
Ambuja Cements LtdMaterialsEquity0.59%
Brookfield India Real Estate Trust REITReal EstateReal Estate Investment Trusts0.59%
Sun Pharmaceutical Industries LtdHealthcareEquity0.56%
STATE DEVELOPMENT LOAN 36411 BH 10SP34 7.45 FV RS 100UnspecifiedState Development Loan0.56%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity0.54%
Kotak Ultra Short to Short Term Fund Direct-GrowthUnspecifiedMutual Fund0.53%
Shree Cement LtdMaterialsEquity0.51%
JSW Steel LtdMaterialsEquity0.48%
SWIGGY LTD-SEP2026TechnologyFutures0.47%
Jyoti CNC Automation Ltd.IndustrialsEquity0.46%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26B 6.85 BD 19JN29 FVRS1LACFinancialBonds0.46%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 22JAN27FinancialCertificate of Deposit0.46%
HDFC BANK LIMITED CD 24FEB27FinancialCertificate of Deposit0.45%
AU SMALL FINANCE BANK LIMITED CD 18FEB27FinancialCertificate of Deposit0.45%
GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100EntitiesGOI Securities0.41%
Ola Electric Mobility Ltd.Consumer DiscretionaryEquity0.38%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24C 7.83 BD 30DC26 FVRS1LACFinancialBonds/NCDs0.37%
Swiggy Ltd.TechnologyEquity0.33%
NMDC LtdMaterialsEquity0.29%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR II 7.44 BD 04SP26 FVRS1LACFinancialDebenture0.28%
STATE DEVELOPMENT LOAN 36412 BH 10SP36 7.52 FV RS 100UnspecifiedState Development Loan0.28%
Hindalco Industries LtdMaterialsEquity0.24%
Cipla LtdHealthcareEquity0.24%
MANKIND PHARMA LIMITED SR 2 7.99 NCD 16OT26 FVRS1LACHealthcareDebenture0.23%
STATE DEVELOPMENT LOAN 36195 BH 09JL35 6.88 FV RS 100UnspecifiedState Development Loan0.22%
Apollo Hospitals Enterprise LtdHealthcareEquity0.21%
Sun TV Network LtdConsumer DiscretionaryEquity0.21%
SBI Life Insurance Company LtdFinancialEquity0.19%
Aurobindo Pharma LtdHealthcareEquity0.19%
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%
Infosys LtdTechnologyEquity0.19%
United Spirits LtdConsumer StaplesEquity0.18%
Ultratech Cement LtdMaterialsEquity0.18%
Bajaj Finserv LtdFinancialEquity0.17%
Bharat Electronics LtdIndustrialsEquity0.17%
Mankind Pharma Ltd.HealthcareEquity0.16%
NTPC Green Energy Ltd.Energy & UtilitiesEquity0.15%
Raajmarg Infra Investment TrustIndustrialsInfrastructure Investment Trust0.15%
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%
Grasim Industries LtdMaterialsEquity0.14%
NBCC India LtdIndustrialsEquity0.13%
STATE DEVELOPMENT LOAN 30431 TN 25MY41 6.99 FV RS 100UnspecifiedState Development Loan0.13%
Bagmane Prime Office REITReal EstateReal Estate Investment Trusts0.12%
Phoenix Mills LtdReal EstateEquity0.12%
Godrej Properties LtdReal EstateEquity0.11%
TVS Motor Company LtdConsumer DiscretionaryEquity0.10%
Patanjali Foods LtdConsumer StaplesEquity0.10%
REC LIMITED SR 227-A 7.77 BD 30SP26 FVRS1LACFinancialDebenture0.09%
MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED SR AC2024 8.01 NCD 24DC27 FVRS1LACFinancialDebenture0.09%
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%
HDFC BANK LIMITED SR U005 9 NCD 29NV28 FVRS10LACFinancialDebenture0.09%
Fortis Healthcare LtdHealthcareEquity0.08%
Prestige Estates Projects LtdReal EstateEquity0.08%
L&T FINANCE LIMITED SR J 8.24 NCD 16JU27 FVRS1LACFinancialNon Convertible Debenture0.08%
Adani Enterprises LtdMaterialsEquity0.07%
HDFC BANK LIMITED SR U001 9.05 NCD 16OT28 FVRS10LACFinancialFixed Deposits0.07%
Kalyan Jewellers India LtdConsumer DiscretionaryEquity0.07%
RURAL ELECTRIFICATION CORPORATION LIMITED 7.77 SR 220-A BD 31MR28 FVRS1LACFinancialNon Convertible Debenture0.06%
Glenmark Pharmaceuticals LtdHealthcareEquity0.05%
The Indian Hotels Company LtdConsumer DiscretionaryEquity0.05%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 131 8.55 LOA 21FB29 FVRS10LACFinancialNon Convertible Debenture0.05%
STATE DEVELOPMENT LOAN 31681 GUJ 01JU31 7.77 FV RS 100IndustrialsState Development Loan0.05%
POWER FINANCE CORPORATION LTD. SR-103 8.94 LOA 25MR28 FVRS10LACFinancialBonds0.05%
HDFC BANK LIMITED SR V004 8.55 NCD 27MR29 FVRS10LACFinancialDebenture0.05%
AXIS FINANCE LIMITED SR 14 OP B 8.35 NCD 07MY27 FVRS1LACFinancialDebenture0.05%
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD SR AA2024 8.25 NCD 25MR27 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%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 178 7.46 BD 18JU29 FVRS1LACFinancialNon Convertible Debenture0.05%
Export-Import Bank Of India SR-T-06 Bonds 7.62 01/09/2026FinancialBonds0.05%
LIC Housing Finance Ltd Bonds 7.56 14/06/2027FinancialBonds0.05%
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%
Crompton Greaves Consumer Electricals LtdConsumer DiscretionaryEquity0.03%
Vikram Solar Ltd.Energy & UtilitiesEquity0.03%
HCL Technologies LtdTechnologyEquity0.03%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 173 7.68 BD 24NV26 FVRS1LACFinancialDebenture0.03%
SUNDARAM FINANCE LIMITED SR X5 8.04 NCD 26OT26 FVRS1LACFinancialDebenture0.03%
HDB FINANCIAL SERVICES LIMITED SR A/1(FX)/169 OPT 3 6.35 NCD 11SP26FVRS10LACFinancialDebenture0.03%
MV Electrosystems LtdIndustrialsEquity0.03%
Union Bank of IndiaFinancialEquity0.03%
UNO Minda LtdConsumer DiscretionaryEquity0.03%
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%
Varun Beverages LtdConsumer StaplesEquity0.02%
Max Healthcare Institute LtdHealthcareEquity0.02%
Tata Power Company LtdEnergy & UtilitiesEquity0.02%
Jio Financial Services LimitedFinancialEquity0.02%
Nestle India LtdConsumer StaplesEquity0.02%
Container Corporation Of India LtdIndustrialsEquity0.01%
SUNDARAM FINANCE LIMITED SR Y4 7.75 NCD 11DC26 FVRS1LACFinancialDebenture0.01%
Coal India LtdMaterialsEquity0.01%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR-3 8.2 BD 16MR28 FVRS10LACFinancialDebenture0.01%
LIC HOUSING FINANCE LIMITED TRANCHE 382 8.7 LOA 23MR29 FVRS10LACFinancialDebenture0.01%
RBL Bank LtdFinancialEquity0.01%
Computer Age Management Services LtdFinancialEquity0.01%
Power Grid Corporation of India LtdEnergy & UtilitiesEquity0.01%
Bharat Heavy Electricals LtdIndustrialsEquity0.01%
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%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SERIES 133 8.35 LOA 13MR29 FVRS10LACFinancialDebenture0.01%
Max Financial Services LtdFinancialEquity0.01%
Godrej Consumer Products LtdConsumer StaplesEquity0.01%
Pidilite Industries LtdMaterialsEquity0.01%
GMR Airports Infrastructure LtdIndustrialsEquity0.01%
Alkem Laboratories LtdHealthcareEquity0.00%
Eicher Motors LtdConsumer DiscretionaryEquity0.00%
BSE LtdFinancialEquity0.00%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity0.00%
Britannia Industries LtdConsumer StaplesEquity0.00%
Wipro LtdTechnologyEquity0.00%
Britannia Industries Ltd.-SEP2026Consumer StaplesFutures-0.00%
Oil & Natural Gas Corporation Ltd.-SEP2026Energy & UtilitiesFutures-0.00%
BSE Ltd.FinancialFutures-0.00%
Eicher Motors Ltd.-SEP2026Consumer DiscretionaryFutures-0.00%
Alkem Laboratories Ltd.-SEP2026HealthcareFutures-0.00%
Pidilite Industries Ltd.-SEP2026MaterialsFutures-0.01%
GMR AIRPORTS LIMITED-SEP2026IndustrialsFutures-0.01%
Godrej Consumer Products Ltd.-SEP2026Consumer StaplesFutures-0.01%
Max Financial Services Ltd.-SEP2026FinancialFutures-0.01%
Bharat Heavy Electricals Ltd.-SEP2026IndustrialsFutures-0.01%
HINDUSTAN ZINC LTD.-SEP2026MaterialsFutures-0.01%
Power Grid Corporation Of India Ltd.-SEP2026Energy & UtilitiesFutures-0.01%
COMPUTER AGE MANAGEMENT SERVICES LIMITED-SEP2026FinancialFutures-0.01%
RBL Bank Ltd-SEP2026FinancialFutures-0.01%
Coal India Ltd.-SEP2026MaterialsFutures-0.01%
MAX HEALTHCARE INSTITUTE LTD.-SEP2026HealthcareFutures-0.01%
Container Corporation of India Ltd.-SEP2026IndustrialsFutures-0.02%
NESTLE INDIA LTD.-SEP2026Consumer StaplesFutures-0.02%
JIO FINANCIAL SERVICES LTD-SEP2026FinancialFutures-0.02%
Tata Power Co. Ltd.-SEP2026Energy & UtilitiesFutures-0.02%
VARUN BEVERAGES LTD-SEP2026Consumer StaplesFutures-0.02%
UNO MINDA LIMITED-SEP2026Consumer DiscretionaryFutures-0.03%
UNION BANK OF INDIA-SEP2026FinancialFutures-0.03%
HCL TECHNOLOGIES LTD.-SEP2026TechnologyFutures-0.03%
Crompton Greaves Consumer Electricals Ltd-SEP2026Consumer DiscretionaryFutures-0.03%
Aditya Birla Capital Ltd.-SEP2026FinancialFutures-0.04%
INDIAN HOTELS COMPANY LTD.-SEP2026Consumer DiscretionaryFutures-0.05%
Glenmark Pharmaceuticals Ltd-SEP2026HealthcareFutures-0.05%
Hindustan Unilever Ltd.-SEP2026Consumer StaplesFutures-0.06%
KALYAN JEWELLERS INDIA LTD.-SEP2026Consumer DiscretionaryFutures-0.07%
ADANI ENTERPRISES LTD.-SEP2026MaterialsFutures-0.08%
PRESTIGE ESTATES PROJECTS LIMITED-SEP2026Real EstateFutures-0.08%
Fortis Healthcare India Ltd-SEP2026HealthcareFutures-0.08%
PATANJALI FOODS LIMITED-SEP2026Consumer StaplesFutures-0.10%
TVS Motors Company Ltd-SEP2026Consumer DiscretionaryFutures-0.10%
Bank Of Baroda-SEP2026FinancialFutures-0.11%
GODREJ PROPERTIES LIMITED-SEP2026Real EstateFutures-0.11%
PHOENIX MILLS LTD.-SEP2026Real EstateFutures-0.12%
NBCC (India) Ltd -SEP2026IndustrialsFutures-0.13%
Grasim Industries Ltd.-SEP2026MaterialsFutures-0.14%
MANKIND PHARMA LTD-SEP2026HealthcareFutures-0.16%
Bharat Electronics Ltd.-SEP2026IndustrialsFutures-0.17%
Bajaj Finserv Ltd.-SEP2026FinancialFutures-0.17%
Ultratech Cement Ltd.-SEP2026MaterialsFutures-0.18%
UNITED SPIRITS LTD.-SEP2026Consumer StaplesFutures-0.18%
Aurobindo Pharma Ltd.-SEP2026HealthcareFutures-0.19%
SBI Life Insurance Company Ltd-SEP2026FinancialFutures-0.20%
Apollo Hospitals Enterprises Ltd.-SEP2026HealthcareFutures-0.21%
Cipla Ltd.-SEP2026HealthcareFutures-0.24%
Hindalco Industries Ltd-SEP2026MaterialsFutures-0.25%
NMDC Ltd.-SEP2026MaterialsFutures-0.28%
Steel Authority of India Ltd.-SEP2026MaterialsFutures-0.28%
ITC Ltd.-SEP2026Consumer StaplesFutures-0.34%
JSW Steel Ltd.-SEP2026MaterialsFutures-0.49%
Sun Pharmaceuticals Industries Ltd.-SEP2026HealthcareFutures-0.55%
Maruti Suzuki India Limited-SEP2026Consumer DiscretionaryFutures-0.56%
Mahindra & Mahindra Ltd.-SEP2026Consumer DiscretionaryFutures-0.56%
Ambuja Cements Ltd.-SEP2026MaterialsFutures-0.60%
Mphasis Ltd-SEP2026TechnologyFutures-0.61%
Net PayablesUnspecifiedNet Payables-0.61%
Vodafone Idea Ltd-SEP2026TechnologyFutures-0.65%
BAJAJ FINANCE LTD.-SEP2026FinancialFutures-0.68%
RELIANCE INDUSTRIES LTD.-SEP2026Energy & UtilitiesFutures-0.81%
HINDUSTAN AERONAUTICS LTD.-SEP2026IndustrialsFutures-0.92%
Larsen And Toubro Ltd.-SEP2026IndustrialsFutures-1.00%
NTPC LTD-SEP2026Energy & UtilitiesFutures-1.04%
STATE BANK OF INDIA-SEP2026FinancialFutures-1.13%
Axis Bank Ltd.-SEP2026FinancialFutures-1.26%
Indus Towers Ltd.-SEP2026TechnologyFutures-1.31%
ICICI Bank Ltd.-SEP2026FinancialFutures-1.48%
Adani Port and Special Economic Zone Ltd.-SEP2026IndustrialsFutures-2.33%
NIFTY September 2026 FutureFinancialIndex Derivatives-2.67%
HDFC Bank Ltd.-SEP2026FinancialFutures-2.69%
ONE 97 COMMUNICATIONS LTD.-SEP2026IndustrialsFutures-3.11%
Bharti Airtel Ltd-SEP2026TechnologyFutures-3.14%
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+8.7%+8.8%+8.9%+8.8%
Category average (Hybrid Equity Savings)+9.9%+9.1%+8.4%--
Rank (Hybrid Equity Savings)323--

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

Compare similar funds

Name1Y3YFund Size(Cr)
HSBC Equity Savings Fund Growth
HSBC Equity Savings Fund Growth
+5.63%+11.66%1,475.34
Edelweiss Equity Savings Fund Growth
Edelweiss Equity Savings Fund Growth
+6.44%+9.99%1,659.50
Kotak Equity Savings Fund Growth
Kotak Equity Savings Fund Growth
+2.74%+8.72%10,683.93
SBI Equity Savings Fund Growth
SBI Equity Savings Fund Growth
+2.00%+7.24%5,485.53
ICICI Prudential Equity Savings Fund Growth
ICICI Prudential Equity Savings Fund Growth
+1.84%+6.18%15,794.73
Compare

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 Growth

Kotak Equity Savings Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹6,19,695 Cr and the Latest NAV as of 16 Sep 2026 is ₹27.33. The Kotak Equity Savings Fund Growth is rated Moderately 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₹6,19,695.24 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,