KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH
25.54
-0.02
as on 13-Sep-2024
HYBRID
| EQUITY SAVINGS
20.06
1 YEAR RETURNS
12.37
3 YEAR RETURNS
11.29
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 | |
|---|---|---|---|---|---|---|
| HSBC EQUITY SAVINGS FUND - GROWTH | 5 | 32.62 | 24.92 | 12.73 | 13.68 | Buy |
| KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 5 | 25.54 | 20.06 | 12.37 | 11.29 | Buy |
| UTI EQUITY SAVINGS FUND - REGULAR GROWTH PLAN - GROWTH | 4 | 17.7 | 16.01 | 11.09 | 11.78 | Buy |
| SBI EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 4 | 23.1 | 18.73 | 10.51 | 11.09 | Buy |
| MIRAE ASSET EQUITY SAVINGS FUND REGULAR GROWTH | 4 | 19.41 | 17.4 | 10.29 | 11.93 | 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 |