
Kotak Equity Savings Fund(G)-Direct Plan
+10.26%
5Y annualised
+10.26%
5Y annualised
+0.21% 1D
Expert Rating Locked 🔒
Subscribe to unlock the ratings
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Mattis eget etiam curabitur a cras malesuada pulvinar.
Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 10 Sep 2026
₹30.61
Min. SIP amount
₹100
Fund size (AUM)
10409 Cr
Expense ratio
0.67%
Launched on
13 Oct 2014
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 10 Sep 2026
₹30.61
Min. SIP amount
₹100
Fund size (AUM)
10409 Cr
Expense ratio
0.67%
Launched on
13 Oct 2014
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
43.12%
Mid Cap
18.84%
Small Cap
5.45%
Others
32.59%
Sector Allocation
Bank
12.60%
Telecom
9.81%
Domestic Mutual Funds Units
8.75%
Finance
8.34%
Corporate Debt
8.24%
Automobile & Ancillaries
6.66%
It
5.00%
Cash & Cash Equivalents And Net Assets
4.52%
Others
33.57%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 8% of investments and 1% for remaining investments on or before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Devender Singhal
Present
Hiten Shah
Present
Abhishek Bisen
Present
Similar/Peer Fund Comparison
Edelweiss Equity Savings Fund(G)-Direct Plan
HSBC Equity Savings Fund(G)-Direct Plan
WOC Equity Savings Fund(G)-Direct Plan
Mahindra Manulife Equity Savings Fund(G)-Direct Plan
Capitalmind Flexi Cap Fund(G)-Direct Plan
Mirae Asset Equity Savings Fund(G)-Direct Plan
Aditya Birla SL Equity Savings Fund(G)-Direct Plan
Axis Equity Savings Fund(G)-Direct Plan
FAQs
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.
