KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH
21.23
-0.01
as on 25-Sep-2023
HYBRID
| EQUITY SAVINGS
10.92
1 YEAR RETURNS
11.62
3 YEAR RETURNS
9.05
5 YEAR RETURNS
100.0
Minimum Investment100.0
Minimum SIP Investment100.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| AXIS EQUITY SAVER FUND REGULAR PLAN GROWTH | 5 | 18.23 | 8.12 | 11.13 | 8.12 | Buy |
| KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 5 | 21.23 | 10.92 | 11.62 | 9.05 | Buy |
| EDELWEISS EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 5 | 20.41 | 9.35 | 10.29 | 8.68 | Buy |
| SBI EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 5 | 19.95 | 12.4 | 13.56 | 9.68 | Buy |
| ADITYA BIRLA SUN LIFE EQUITY SAVINGS FUND REGULAR PLAN GROWTH | 4 | 18.8 | 8.67 | 10.43 | 7.53 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | HDFC Bank Ltd | 10.29 |
| 2 | Reliance Industries Ltd | 9.04 |
| 3 | Housing Development Finance Corporation Ltd | 5.57 |
| 4 | Kotak Floater Short Term - Dir | 5.31 |
| 5 | Kotak Liquid - Direct (G) | 4.2 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Banks | 16.51 |
| 2 | Miscellaneous | 14.47 |
| 3 | Banks - Private Sector | 11.2 |
| 4 | Refineries | 9.75 |
| 5 | Computers - Software - Large | 6.53 |