Kotak Equity Savings Fund - Regular Plan - Monthly Idcw Reinvestment

Item: Kotak Equity Savings Fund - Regular Plan - Monthly Idcw Reinvestment
Rating: 2
Author: RankMF

Hybrid Generate Income and create wealth

 Equity Savings
Category Rank
Rating
It portfolio quality is below average and poor as compared to other funds on the category
Its expense ratio is higher than most other funds in the category
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Time to Invest
NAV

								14.7831

							(26/05/2023)

	                                    L
	                                      52Wk
	                                    H
	                                  
	                                13.30
	                                
	                                14.74

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Kotak Equity Savings Fund - Regular Plan - Monthly Idcw Reinvestment

Hybrid

Equity Savings

Generate Income and create wealth

Rank

Fund

Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes

NAV

14.7831
(26/05/2023)

Time to Invest

Rating

It portfolio quality is below average and poor as compared to other funds on the category
Its expense ratio is higher than most other funds in the category
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes

	L 52Wk H
13.30		14.74

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Investment Objective

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. .

Category
Hybrid - Equity Savings
Benchmark
NIFTY 50 Equity Savings Index - TRI
Returns
Absolute
1M
1.95%
3M
3.14%
6M
3.60%
 Annualised
1Y
10.03%
3Y
13.45%
5Y
8.26%

Historical NAV

NAV for scheme Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option is

Growth of 10,000

An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

AUM

2171.46 Cr

Kotak Equity Savings Fund - Regular Plan - Monthly Idcw Reinvestment AUM is 210% higher than other schemes in the category

Load

Entry Load - NIL

Exit Load - Nil upto 8% of investments and 1% for remaining investments on or before 90D Nil after 90D

Lock In Period - NIL

Expense Ratio

2.04%

Turnover Ratio

490.69%

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KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - MONTHLY IDCW REINVESTMENT

Rating

NAV

14.7831 (26/05/2023)

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

The above return is the average return for a 5 year period if you had begun SIP or SmartSIP+ anytime on or after 1st Jan 2005. Results as on 31st May 2023. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. There is no guarantee on performance. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Invest Now

Choose a SmartSIP Plan for Kotak Equity Savings Fund - Regular Plan - Monthly Idcw Reinvestment

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount of your SIP in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SmartSIP+ works.

We recommend

Average Return (XIRR p.a.)

Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date similar to normal SIP. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP = Rs. 6,00,000

Compare Corpus

What is SmartSIP?

Compare SmartSIP plans v/s normal SIP?

Frenquently Asked Questions?

Invest Now

Choose a SIP Plan for Kotak Equity Savings Fund - Regular Plan - Monthly Idcw Reinvestment

Average Return (XIRR p.a.)

Get upto 0.00%
Invest and Buy more units than normal SIP when markets are down
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SIP+ works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

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Kotak Equity Savings Fund - Regular Plan - Monthly Idcw Reinvestment

Kotak Equity Savings Fund - Regular Plan - Monthly Idcw Reinvestment

Overview

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Kotak Mahindra Mutual Funds

Mutual Funds

Kotak Equity Savings Fund - Regular Plan - Monthly Idcw Reinvestment

Kotak Equity Savings Fund - Regular Plan - Monthly Idcw Reinvestment

Overview

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Kotak Mahindra Mutual Funds

Mutual Funds

Timer STP

Invest Now

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