Kotak Equity Savings Fund - Direct - Growth

Kotak Equity Savings Fund - Direct - Growth of Kotak Mahindra Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

1.74

Age

NA Years

Fund Manager

Deepak Gupta

AuM (Rs Crores)

2108.2406

Asset Class

Hybrid-Equity

Net Asset Value:

13.9085

Rating

2

Exit Load

0.01

Bench Mark

Nifty 50 Arbitrage TRI,Nifty 50 TRI

Fund Type

Balanced

SEBI Category

Equity Savings

Turnover Ratio(Monthly)

122.88 %

Fund Manager Details:

Deepak Gupta B.com., CA.,Cost Accountant(AIMR), CFA Gupta has 4 years of experience in the mutual fund industry. He worked in the operations division of kotak amc for 2 years. Subsequently in April 27 he moved to the equity fund management team as a research analyst.

Objective:

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.

Top Holdings:

  • Finance (13.2)
  • Banks (1.8)
  • Pharmaceuticals (6.13)
  • IT - Software (4.89)
  • Steel (3.87)
  • Automobile (3.26)
  • Power Generation & Distribution (3.3)
  • FMCG (2.84)
  • Infrastructure Developers & Operators (2.75)
  • Refineries (2.8)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition