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Kotak Equity Savings Fund Growth
+9.57%
3Y annualised
+0.12% 1D
NAV: 16 Jul '26
₹27.39
Min. for SIP
₹100
Fund size (AUM)
₹10,223.48 Cr
Expense ratio
2.16%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,347 | +2.25% | |
| 3 years | ₹1,80,000 | ₹1,98,826 | +10.46% | |
| 5 years | ₹3,00,000 | ₹3,72,204 | +24.07% | |
| 10 years | ₹6,00,000 | ₹9,64,708 | +60.78% |
Holdings (252)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash Margin | Unspecified | Cash Margin | 32.32% |
| Kotak Liquid Plan A Direct - Growth | Unspecified | Mutual Fund | 6.57% |
| Bharti Airtel Ltd | Technology | Equity | 6.14% |
| Net Current Assets | Unspecified | Net Current Assets | 3.85% |
| Repo | Unspecified | Repo | 3.62% |
| Indus Towers Ltd | Technology | Equity | 3.32% |
| HDFC Bank Ltd | Financial | Equity | 3.13% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.93% |
| State Bank of India | Financial | Equity | 2.93% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 2.69% |
| NTPC Ltd | Energy & Utilities | Equity | 2.62% |
| ICICI Bank Ltd | Financial | Equity | 2.31% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 2.31% |
| One 97 Communications Ltd | Industrials | Equity | 2.20% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.09% |
| ITC Ltd | Consumer Staples | Equity | 2.05% |
| Kotak Low Duration Fund Direct-Growth | Unspecified | Mutual Fund | 1.66% |
| Mphasis Ltd | Technology | Equity | 1.54% |
| Emmvee Photovoltaic Power Ltd. | Energy & Utilities | Equity | 1.53% |
| Indusind Bank Ltd | Financial | Equity | 1.49% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.45% |
| Axis Bank Ltd | Financial | Equity | 1.42% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.41% |
| NLC India Ltd | Energy & Utilities | Equity | 1.38% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 1.32% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.29% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 1.25% |
| Tata Motors Ltd | Industrials | Equity | 1.22% |
| LIC Housing Finance Ltd | Financial | Equity | 1.04% |
| Steel Authority Of India Ltd | Materials | Equity | 1.03% |
| Power Finance Corporation Ltd | Financial | Equity | 1.00% |
| Zomato Ltd | Technology | Equity | 0.99% |
| MUTHOOT FINANCE LIMITED 8.45 NCD 26JU29 FVRS1LAC | Financial | Non Convertible Debenture | 0.98% |
| EMBASSY OFFICE PARKS REIT SR XIII A 7.21 NCD 17MR28 FVRS1LAC | Real Estate | Debenture | 0.98% |
| BANK OF BARODA CD 11MAR27 | Financial | Certificate of Deposit | 0.93% |
| PUNJAB NATIONAL BANK CD 12MAR27 | Financial | Certificate of Deposit | 0.93% |
| Bank Of Baroda | Financial | Equity | 0.93% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.93% |
| Oracle Financial Services Software Ltd | Technology | Equity | 0.84% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.82% |
| MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED SR AA2025 7.8863 NCD 28AP28 FVRS1LAC | Financial | Debenture | 0.74% |
| SIDDHIVINAYAK SECURITISATION TRUST SD TRUST PTC 15SEPT25 | Unspecified | Securitised Debt | 0.72% |
| NATIONAL HOUSING BANK 6.80 BD 02AP32 FVRS1LAC | Financial | Bonds | 0.72% |
| SHIVSHAKTI SECURITISATION TRUST SS TRUST PTC 15SEPT25 | Unspecified | Securitised Debt | 0.72% |
| HDFC BANK LIMITED CD 14DEC26 | Financial | Certificate of Deposit | 0.71% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.69% |
| Bajaj Finance Ltd | Financial | Equity | 0.68% |
| Vodafone Idea Ltd | Technology | Equity | 0.67% |
| Ambuja Cements Ltd | Materials | Equity | 0.65% |
| Kotak Money Market Fund Direct-Growth | Unspecified | Mutual Fund | 0.64% |
| Oil India Ltd | Energy & Utilities | Equity | 0.61% |
| Brookfield India Real Estate Trust REIT | Real Estate | Real Estate Investment Trusts | 0.59% |
| Union Bank of India | Financial | Equity | 0.59% |
| STATE DEVELOPMENT LOAN 36411 BH 10SP34 7.45 FV RS 100 | Unspecified | State Development Loan | 0.59% |
| Shree Cement Ltd | Materials | Equity | 0.58% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 0.52% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26B 6.85 BD 19JN29 FVRS1LAC | Financial | Bonds | 0.49% |
| JSW Steel Ltd | Materials | Equity | 0.49% |
| Swiggy Ltd. | Technology | Equity | 0.48% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA CD 13OCT26 | Financial | Certificate of Deposit | 0.48% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 22JAN27 | Financial | Certificate of Deposit | 0.47% |
| HDFC BANK LIMITED CD 24FEB27 | Financial | Certificate of Deposit | 0.47% |
| AU SMALL FINANCE BANK LIMITED CD 18FEB27 | Financial | Certificate of Deposit | 0.47% |
| GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100 | Entities | GOI Securities | 0.44% |
| Ola Electric Mobility Ltd. | Consumer Discretionary | Equity | 0.43% |
| Hindalco Industries Ltd | Materials | Equity | 0.33% |
| Vikram Solar Ltd. | Energy & Utilities | Equity | 0.30% |
| DLF Ltd | Real Estate | Equity | 0.30% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR II 7.44 BD 04SP26 FVRS1LAC | Financial | Debenture | 0.29% |
| STATE DEVELOPMENT LOAN 36412 BH 10SP36 7.52 FV RS 100 | Unspecified | State Development Loan | 0.29% |
| NMDC Ltd | Materials | Equity | 0.29% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.27% |
| Sun TV Network Ltd | Consumer Discretionary | Equity | 0.25% |
| MANKIND PHARMA LIMITED SR 2 7.99 NCD 16OT26 FVRS1LAC | Healthcare | Debenture | 0.25% |
| STATE DEVELOPMENT LOAN 37058 KAR 11AG32 7.19 FV RS 100 | Unspecified | State Development Loan | 0.24% |
| STATE DEVELOPMENT LOAN 36195 BH 09JL35 6.88 FV RS 100 | Unspecified | State Development Loan | 0.23% |
| Cipla Ltd | Healthcare | Equity | 0.23% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.22% |
| Bajaj Finserv Ltd | Financial | Equity | 0.21% |
| United Spirits Ltd | Consumer Staples | Equity | 0.21% |
| Ultratech Cement Ltd | Materials | Equity | 0.20% |
| NATIONAL HOUSING BANK 7.59 BD 08SP27 FVRS1LAC | Financial | Non Convertible Debenture | 0.20% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR I 7.68 BD 10SP27 FVRS1LAC | Financial | Non Convertible Debenture | 0.20% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 0.20% |
| TATA CAPITAL FINANCIAL SERVICES LIMITED SR D STRPP I 8.0980 NCD 22JN27 FVRS1LAC | Financial | Non Convertible Debenture | 0.20% |
| SMFG INDIA CREDIT COMPANY LIMITED SR 109 OP II 8.28 NCD 05AG26 FVRS1LAC | Financial | Non Convertible Debenture | 0.20% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 0.20% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.18% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.18% |
| Bharat Electronics Ltd | Industrials | Equity | 0.17% |
| NTPC Green Energy Ltd. | Energy & Utilities | Equity | 0.17% |
| Infosys Ltd | Technology | Equity | 0.17% |
| NBCC India Ltd | Industrials | Equity | 0.17% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 0.16% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.15% |
| Raajmarg Infra Investment Trust | Industrials | Infrastructure Investment Trust | 0.15% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25A 7.70 BD 30SP27 FVRS1LAC | Financial | Debenture | 0.15% |
| REC LIMITED SR 236-B 7.56 BD 31AG27 FVRS1LAC | Financial | Debenture | 0.15% |
| HDB FINANCIAL SERVICES LIMITED SR 218 7.9611 NCD 05JN28 FVRS1LAC | Financial | Non Convertible Debenture | 0.15% |
| STATE DEVELOPMENT LOAN 30431 TN 25MY41 6.99 FV RS 100 | Unspecified | State Development Loan | 0.14% |
| Grasim Industries Ltd | Materials | Equity | 0.14% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.14% |
| Bagmane Prime Office REIT | Real Estate | Real Estate Investment Trusts | 0.13% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.13% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 0.12% |
| Godrej Properties Ltd | Real Estate | Equity | 0.11% |
| POWER FINANCE CORPORATION LTD. SR BS225A 7.77 BD 15JL26 FVRS1LAC | Financial | Debenture | 0.11% |
| Jio Financial Services Limited | Financial | Equity | 0.10% |
| MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED SR AC2024 8.01 NCD 24DC27 FVRS1LAC | Financial | Debenture | 0.10% |
| Adani Enterprises Ltd | Materials | Equity | 0.10% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR III 7.34 BD 26FB29 FVRS1LAC | Financial | Bonds | 0.10% |
| REC LIMITED SR 227-A 7.77 BD 30SP26 FVRS1LAC | Financial | Debenture | 0.10% |
| LIC HOUSING FINANCE LTD TR 456 6.90 NCD 17SP27 FVRS1LAC | Financial | Non Convertible Debenture | 0.10% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.09% |
| HDFC BANK LIMITED SR U005 9 NCD 29NV28 FVRS10LAC | Financial | Debenture | 0.09% |
| BSE Ltd | Financial | Equity | 0.09% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.09% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24C 7.83 BD 30DC26 FVRS1LAC | Financial | Bonds/NCDs | 0.08% |
| L&T FINANCE LIMITED SR J 8.24 NCD 16JU27 FVRS1LAC | Financial | Non Convertible Debenture | 0.08% |
| GS CG 15/04/2042 - (STRIPS) | Entities | GOI Securities | 0.08% |
| GS CG 15/10/2042 - (STRIPS) | Entities | GOI Securities | 0.07% |
| HDFC BANK LIMITED SR U001 9.05 NCD 16OT28 FVRS10LAC | Financial | Fixed Deposits | 0.07% |
| RURAL ELECTRIFICATION CORPORATION LIMITED 7.77 SR 220-A BD 31MR28 FVRS1LAC | Financial | Non Convertible Debenture | 0.06% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 0.06% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.06% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.05% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 131 8.55 LOA 21FB29 FVRS10LAC | Financial | Non Convertible Debenture | 0.05% |
| HDFC BANK LIMITED SR V004 8.55 NCD 27MR29 FVRS10LAC | Financial | Debenture | 0.05% |
| POWER FINANCE CORPORATION LTD. SR-103 8.94 LOA 25MR28 FVRS10LAC | Financial | Bonds | 0.05% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 178 7.46 BD 18JU29 FVRS1LAC | Financial | Non Convertible Debenture | 0.05% |
| AXIS FINANCE LIMITED SR 14 OP B 8.35 NCD 07MY27 FVRS1LAC | Financial | Debenture | 0.05% |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD SR AA2024 8.25 NCD 25MR27 FVRS1LAC | Financial | Debenture | 0.05% |
| LIC HOUSING FINANCE LTD TR 438 7.8350 NCD 11MY27 FVRS1LAC | Financial | Debenture | 0.05% |
| REC LIMITED SR 232 A 7.59 BD 31MY27 FVRS1LAC | Financial | Debenture | 0.05% |
| LIC Housing Finance Ltd Bonds 7.56 14/06/2027 | Financial | Bonds | 0.05% |
| Export-Import Bank Of India SR-T-06 Bonds 7.62 01/09/2026 | Financial | Bonds | 0.05% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.05% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR-2 8.2 BD 09MR28 FVRS10LAC | Financial | Non Convertible Debenture | 0.04% |
| REC Ltd | Financial | Equity | 0.04% |
| TATA MOTORS FINANCE LIMITED SR A NCD 28AG26 FVRS10LAC | Financial | Zero Coupon Bonds | 0.04% |
| Aditya Birla Capital Ltd | Financial | Equity | 0.04% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 0.04% |
| STATE DEVELOPMENT LOAN 20359 TN 18AP28 8.05 FV RS 100 | Unspecified | State Development Loan | 0.04% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.03% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.03% |
| SUNDARAM FINANCE LIMITED SR X5 8.04 NCD 26OT26 FVRS1LAC | Financial | Debenture | 0.03% |
| HDB FINANCIAL SERVICES LIMITED SR A/1(FX)/169 OPT 3 6.35 NCD 11SP26FVRS10LAC | Financial | Debenture | 0.03% |
| POWER GRID CORPORATION OF INDIA LIMITED STRPP-L 7.93 LOA 20MY28 FVRS10LAC | Energy & Utilities | Bonds | 0.02% |
| TATA CAPITAL LIMITED SR B STRPP-I 7.905 NCD 03DC26 FVRS1LAC | Financial | Debenture | 0.02% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.02% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.02% |
| Nestle India Ltd | Consumer Staples | Equity | 0.02% |
| Coal India Ltd | Materials | Equity | 0.02% |
| SUNDARAM FINANCE LIMITED SR Y4 7.75 NCD 11DC26 FVRS1LAC | Financial | Debenture | 0.01% |
| Container Corporation Of India Ltd | Industrials | Equity | 0.01% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR-3 8.2 BD 16MR28 FVRS10LAC | Financial | Debenture | 0.01% |
| LIC HOUSING FINANCE LIMITED TRANCHE 382 8.7 LOA 23MR29 FVRS10LAC | Financial | Debenture | 0.01% |
| RBL Bank Ltd | Financial | Equity | 0.01% |
| Computer Age Management Services Ltd | Financial | Equity | 0.01% |
| Hindustan Zinc Ltd | Materials | Equity | 0.01% |
| GOI Sec 6.79 15/05/2027 | Entities | GOI Securities | 0.01% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 173 7.68 BD 24NV26 FVRS1LAC | Financial | Debenture | 0.01% |
| REC LIMITED SR 237 7.55 BD 31OT26 FVRS1LAC | Financial | Debenture | 0.01% |
| HDB FINANCIAL SERVICES LIMITED SR A 1 FX 183 7.65 NCD 10SP27 FVRS10LAC | Financial | Debenture | 0.01% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SERIES 133 8.35 LOA 13MR29 FVRS10LAC | Financial | Debenture | 0.01% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 0.01% |
| Max Financial Services Ltd | Financial | Equity | 0.01% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.01% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.01% |
| Pidilite Industries Ltd | Materials | Equity | 0.01% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.00% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 0.00% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 0.00% |
| Oil & Natural Gas Corporation Ltd.-JUL2026 | Energy & Utilities | Futures | -0.00% |
| Eicher Motors Ltd.-JUL2026 | Consumer Discretionary | Futures | -0.00% |
| Alkem Laboratories Ltd.-JUL2026 | Healthcare | Futures | -0.00% |
| Pidilite Industries Ltd.-JUL2026 | Materials | Futures | -0.01% |
| Hindustan Unilever Ltd.-JUL2026 | Consumer Staples | Futures | -0.01% |
| SWIGGY LTD-JUL2026 | Technology | Futures | -0.01% |
| SONA BLW PRECISION FORGINGS LTD-JUL2026 | Consumer Discretionary | Futures | -0.01% |
| Godrej Consumer Products Ltd.-JUL2026 | Consumer Staples | Futures | -0.01% |
| Max Financial Services Ltd.-JUL2026 | Financial | Futures | -0.01% |
| GMR AIRPORTS LIMITED-JUL2026 | Industrials | Futures | -0.01% |
| HINDUSTAN ZINC LTD.-JUL2026 | Materials | Futures | -0.01% |
| COMPUTER AGE MANAGEMENT SERVICES LIMITED-JUL2026 | Financial | Futures | -0.01% |
| RBL Bank Ltd-JUL2026 | Financial | Futures | -0.01% |
| Container Corporation of India Ltd.-JUL2026 | Industrials | Futures | -0.01% |
| Coal India Ltd.-JUL2026 | Materials | Futures | -0.02% |
| NESTLE INDIA LTD.-JUL2026 | Consumer Staples | Futures | -0.02% |
| Zydus Lifesciences Limited-JUL2026 | Healthcare | Futures | -0.02% |
| UNO MINDA LIMITED-JUL2026 | Consumer Discretionary | Futures | -0.02% |
| Britannia Industries Ltd.-JUL2026 | Consumer Staples | Futures | -0.03% |
| Tata Power Co. Ltd.-JUL2026 | Energy & Utilities | Futures | -0.03% |
| ETERNAL LIMITED-JUL2026 | Technology | Futures | -0.04% |
| Crompton Greaves Consumer Electricals Ltd-JUL2026 | Consumer Discretionary | Futures | -0.04% |
| Aditya Birla Capital Ltd.-JUL2026 | Financial | Futures | -0.04% |
| REC LTD-JUL2026 | Financial | Futures | -0.04% |
| Glenmark Pharmaceuticals Ltd-JUL2026 | Healthcare | Futures | -0.05% |
| INDIAN HOTELS COMPANY LTD.-JUL2026 | Consumer Discretionary | Futures | -0.05% |
| VARUN BEVERAGES LTD-JUL2026 | Consumer Staples | Futures | -0.06% |
| Bharat Heavy Electricals Ltd.-JUL2026 | Industrials | Futures | -0.06% |
| UNION BANK OF INDIA-JUL2026 | Financial | Futures | -0.07% |
| PRESTIGE ESTATES PROJECTS LIMITED-JUL2026 | Real Estate | Futures | -0.09% |
| BSE Ltd. | Financial | Futures | -0.09% |
| Fortis Healthcare India Ltd-JUL2026 | Healthcare | Futures | -0.09% |
| Adani Enterprises Ltd.-JUL2026 | Materials | Futures | -0.10% |
| JIO FINANCIAL SERVICES LTD-JUL2026 | Financial | Futures | -0.10% |
| GODREJ PROPERTIES LIMITED-JUL2026 | Real Estate | Futures | -0.11% |
| KALYAN JEWELLERS INDIA LTD.-JUL2026 | Consumer Discretionary | Futures | -0.12% |
| PHOENIX MILLS LTD.-JUL2026 | Real Estate | Futures | -0.13% |
| Bank Of Baroda-JUL2026 | Financial | Futures | -0.13% |
| TVS Motors Company Ltd-JUL2026 | Consumer Discretionary | Futures | -0.14% |
| Grasim Industries Ltd.-JUL2026 | Materials | Futures | -0.14% |
| Titan Company Ltd.-JUL2026 | Consumer Discretionary | Futures | -0.15% |
| Power Grid Corporation Of India Ltd.-JUL2026 | Energy & Utilities | Futures | -0.16% |
| NBCC (India) Ltd -JUL2026 | Industrials | Futures | -0.17% |
| Bharat Electronics Ltd.-JUL2026 | Industrials | Futures | -0.17% |
| SBI Life Insurance Company Ltd-JUL2026 | Financial | Futures | -0.18% |
| MANKIND PHARMA LTD-JUL2026 | Healthcare | Futures | -0.18% |
| Aurobindo Pharma Ltd.-JUL2026 | Healthcare | Futures | -0.20% |
| Apollo Hospitals Enterprises Ltd.-JUL2026 | Healthcare | Futures | -0.20% |
| Ultratech Cement Ltd.-JUL2026 | Materials | Futures | -0.20% |
| UNITED SPIRITS LTD.-JUL2026 | Consumer Staples | Futures | -0.21% |
| Bajaj Finserv Ltd.-JUL2026 | Financial | Futures | -0.21% |
| Cipla Ltd.-JUL2026 | Healthcare | Futures | -0.24% |
| Steel Authority of India Ltd.-JUL2026 | Materials | Futures | -0.26% |
| HYUNDAI MOTORS INDIA LTD-JUL2026 | Consumer Discretionary | Futures | -0.27% |
| NMDC Ltd.-JUL2026 | Materials | Futures | -0.29% |
| DLF Ltd.-JUL2026 | Real Estate | Futures | -0.30% |
| Hindalco Industries Ltd-JUL2026 | Materials | Futures | -0.33% |
| ITC Ltd.-JUL2026 | Consumer Staples | Futures | -0.37% |
| JSW Steel Ltd.-JUL2026 | Materials | Futures | -0.49% |
| Maruti Suzuki India Limited-JUL2026 | Consumer Discretionary | Futures | -0.57% |
| Ambuja Cements Ltd.-JUL2026 | Materials | Futures | -0.66% |
| Vodafone Idea Ltd-JUL2026 | Technology | Futures | -0.67% |
| BAJAJ FINANCE LTD.-JUL2026 | Financial | Futures | -0.68% |
| Sun Pharmaceuticals Industries Ltd.-JUL2026 | Healthcare | Futures | -0.69% |
| Mahindra & Mahindra Ltd.-JUL2026 | Consumer Discretionary | Futures | -0.82% |
| RELIANCE INDUSTRIES LTD.-JUL2026 | Energy & Utilities | Futures | -0.82% |
| Mphasis Ltd-JUL2026 | Technology | Futures | -0.90% |
| HINDUSTAN AERONAUTICS LTD.-JUL2026 | Industrials | Futures | -0.93% |
| Larsen And Toubro Ltd.-JUL2026 | Industrials | Futures | -1.09% |
| STATE BANK OF INDIA-JUL2026 | Financial | Futures | -1.16% |
| NTPC LTD-JUL2026 | Energy & Utilities | Futures | -1.23% |
| Indus Towers Ltd.-JUL2026 | Technology | Futures | -1.40% |
| Axis Bank Ltd.-JUL2026 | Financial | Futures | -1.43% |
| ICICI Bank Ltd.-JUL2026 | Financial | Futures | -1.51% |
| ONE 97 COMMUNICATIONS LTD.-JUL2026 | Industrials | Futures | -2.22% |
| Adani Port and Special Economic Zone Ltd.-JUL2026 | Industrials | Futures | -2.71% |
| NIFTY July 2026 Future | Financial | Index Derivatives | -2.76% |
| HDFC Bank Ltd.-JUL2026 | Financial | Futures | -3.15% |
| Bharti Airtel Ltd-JUL2026 | Technology | Futures | -3.17% |
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
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +9.6% | +9.5% | +9.1% | +8.9% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 4 | 2 | 2 | -- |
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
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +10.94% | +12.79% | 1,126.77 | |
 | +6.51% | +10.61% | 1,443.86 | |
| +4.51% | +9.57% | 10,223.48 | |
 | +1.71% | +8.74% | 5,610.15 | |
 | +2.56% | +7.02% | 16,499.92 | |
| Compare | ||||
Fund management
ABAbhishek BisenSep 2014 - PresentView details
AB
Abhishek Bisen
Sep 2014 - Present
View details
DSDevender SinghalApr 2021 - PresentView details
DS
Devender Singhal
Apr 2021 - Present
View details
HSHiten ShahOct 2019 - PresentView details
HS
Hiten Shah
Oct 2019 - Present
View details
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 ₹5,84,950 Cr and the Latest NAV as of 16 Jul 2026 is ₹27.39.
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₹5,84,949.80 Cr
Date of Incorporation05 Aug 1994
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,