AB
Abhishek BisenFund Manager Since 13 Oct 2014
AllocationEquity Savings
Kotak Equity Savings Fund Regular Growth
3Y Annualised
11.42%
0.39% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.27%
0.39% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 5 months
NIFTY 50
5 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹9022.96 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
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 on or after 90 days year from the date of allotment NIL. Any exit load charged (net off Service Tax, if any) shall be credited back to the Scheme. Units issued on reinvestment of IDCW shall not be subject to entry and exit load.
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Sundaram Equity Savings Direct Plan Half Yearly Reinvestment of Income Distribution cum Cap Wdrl
3.73%
2nd
Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl
3.73%
3rd
Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl
3.64%
4th
Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl
3.64%
5th
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
2.41%
164th
Kotak Equity Savings Fund Regular Growth
0.27%
Fund Managers
DS
Devender SinghalFund Manager Since 1 Apr 2021
HS
Hiten ShahFund Manager Since 3 Oct 2019
About Kotak Equity Savings Fund Regular Growth
Kotak Equity Savings Fund Regular Growth is a Allocation mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 11 years, having been launched on 2014-10-13. Kotak Equity Savings Fund Regular Growth has ₹9022.96 Cr worth of assets under management (AUM) as of Sun Dec 14 2025. The latest Net Asset Value (NAV) of Kotak Equity Savings Fund Regular Growth as of Fri Dec 12 2025 is ₹27.1345. The fund has an expense ratio of 1.75%, which is medium comparable to most other Allocation funds.
Kotak Equity Savings Fund Regular Growth returns for the last 1 year are 6.10%. Since launch, it has delivered 9.35% average annual returns.
The Kotak Equity Savings Fund Regular Growth has the majority of its money invested in Communication Services, Financial Services, null, Consumer Cyclical sectors.
Top 5 Holdings of Kotak Equity Savings Fund Regular Growth.
- Bharti Airtel Ltd: 7.59%
- State Bank of India: 6.65%
- Kotak Liquid Dir Gr: 5.81%
- Cnx Nifty-Dec2025: 4.20%
- STATE BANK OF INDIA-DEC2025: 4.06%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2014-10-13 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Equity Savings Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
