Kotak Equity Savings Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 2179.52
Expense Ratio
1.74%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 134412
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
13.9952
(0.06 %)
NAV as on 2018-11-14
Returns
Fund
Kotak Equity Savings Fund - Direct Plan
1 Year
5.38%
3 Year
8.61%
5 Year
6.92%
AMC Details
amc launch date
Launch Date
23 Jun 1998
amc sponsor
Sponsor
NA
amc email
Email
fundaccops@kotakmutual.com
amc phone
Phone
022 - 66384444
amc address
Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra East Mumbai 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
Suitability
This product is suitable for investors who are seeking
• Income from arbitrage opportunities in the equity market & long term capital growth
• Investment predominantly in arbitrage opportunities in the cash & derivatives segment of the equity market and equity & equity related securities
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,095
Portfolio Value
95
Total Returns